PWM Relationship Manager / Wealth Manager - Regional EAM (Top-tier Swiss/US Custodian Panel) - J13217

Pinpoint Asia; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Pinpoint Asia is seeking an experienced Wealth Manager in Hong Kong to manage and grow a UHNW client portfolio across Greater China and Singapore. The role focuses on fiduciary, bespoke wealth management and family office solutions while partnering with in-house investment specialists to tailor asset allocation.

You will leverage premier onboarding, KYC and compliance support to deliver a seamless client experience. English is essential; Mandarin/Cantonese preferred but not required.

Qualifications

• 8–10 years of experience as a Relationship Manager in Private Banking, EAM or Multi-Family Office.
• Proven track record of managing UHNW client relationships across Greater China, HK, Mainland China or Singapore.
• Deep knowledge of multi-asset class investments, wealth structuring and succession planning.

Responsibilities

• Manage and grow a portfolio of UHNW clients across Greater China and Singapore.
• Provide unbiased, bespoke wealth management and family office solutions.
• Collaborate with Investment Specialists to design tailored asset allocation strategies.
• Leverage onboarding, KYC, and compliance support to ensure a seamless client experience.

Skills

UHNW relationships

Wealth management

Cross-border advisory

Asset allocation

KYC & onboarding

Job description

Our client is a premier Multi-Family Office with a proven, distinguished track record of serving UHNW clients and families across Hong Kong, Mainland China, and Singapore.

They are seeking experienced Wealth Managers to join their growing team in Hong Kong. Our client offers a flat organizational structure, transparency, and a flexible work schedule, as well as comprehensive support across client onboarding, compliance, and investment specialists, so you can focus on what you do best - building relationships and delivering truly value-added advice to your clients!

Key Responsibilities:

• Manage and strategically grow a portfolio of UHNW clients across the Greater China and Singapore markets.
• Act as a trusted fiduciary, providing unbiased, bespoke wealth management and family office solutions.
• Partner with our in-house Investment Specialists to design tailored asset allocation strategies.
• Leverage our premier middle- and back-office support (Onboarding, KYC, Compliance) to ensure a seamless client experience.

Requirements:

• At least 8-10 years of experience as a Relationship Manager in Private Banking, External Asset Management (EAM), or a Multi-Family Office.
• Proven track record of managing UHNW client relationships in Mainland China, Hong Kong, or Singapore.
• Entrepreneurial mindset with a desire for a flat, transparent, and flexible working environment.
• Deep understanding of multi-asset class investments, wealth structuring, and succession planning.
• Fluency in English; Mandarin/Cantonese preferred but not required