Private Wealth Relationship Manager

MC Financial Services Limited; Hong Kong; On-site; HKD 300,000 - 540,000; Full time

Job summary

MC Financial Services Limited is seeking a Wealth Management Associate to develop and maintain long-term relationships with affluent and high-net-worth clients in Hong Kong. You will understand clients' financial objectives and risk tolerance to provide suitable wealth management and asset allocation solutions.

The role requires at least 2 years in private banking or wealth management, fluent bilingual communication in Mandarin and English, and possession of an SFC Type 1 license.

Qualifications

• Bachelor's degree or above in finance/economics or related field preferred.
• At least 2 years of experience in private banking, wealth management, or third-party wealth managers.
• Familiar with business processes and relevant regulations.
• Knowledge of various financial products and wealth management concepts.
• Must hold SFC Type 1 license; fluent in Mandarin and English.

Responsibilities

• Develop and maintain long-term relationships with affluent and high-net-worth clients through regular, in-depth engagement.
• Understand clients' financial objectives, investment preferences, risk tolerance, liquidity needs and wealth planning requirements.
• Provide suitable wealth management and asset allocation solutions aligned with clients' needs and policies.
• Identify high-potential client opportunities and introduce approved investment products clearly and compliantly.
• Provide clients with timely market updates, analysis and product information.
• Handle client feedback and complaints professionally, ensuring proper documentation and timely resolution.
• Strengthen client loyalty through meetings, seminars, and investor education events.
• Support team objectives including assets under management and client engagement metrics.
• Collaborate with internal product, investment advisory, operations and compliance teams to deliver solutions.

Skills

Client relationship management

Wealth management

Presentation skills

Fluent Mandarin and English

Education

Bachelor's degree in Finance or related field

SFC Type 1 License

Job description

MC Financial Services Limited is seeking a Wealth Management Associate to develop and maintain long-term relationships with affluent and high-net-worth clients in Hong Kong. You will understand clients' financial objectives and risk tolerance to provide suitable wealth management and asset allocation solutions.

The role requires at least 2 years in private banking or wealth management, fluent bilingual communication in Mandarin and English, and possession of an SFC Type 1 license.