Relationship Manager (EAM)

Cosmos One Capital Limited; Hong Kong Island; On-site; HKD 420,000 - 660,000; Full time

Job summary

Cosmos One Capital Limited is seeking a client-focused wealth management professional to serve high-net-worth clients and family offices in Hong Kong. You will coordinate cross-border asset solutions, trusts, and portfolio optimization with internal teams to deliver tailored advice.

The role emphasizes compliance with SFC regulations, AML/KYC standards, and active participation in client events to expand the business network.

Qualifications

• Bachelor's degree in finance, economics, business or related field.
• 2+ years client service experience in private banking, wealth management, family office or EAM.
• Familiar with Hong Kong cross-border wealth management products and family office business.
• Fluent in Mandarin, Cantonese and English; bilingual abilities preferred.
• Holding SFC licenses (Type 1/4/9) or willing to take exams.

Responsibilities

• Maintain and develop relationships with high-net-worth clients and family offices.
• Assist clients with cross-border asset allocation, trusts, and portfolio optimization.
• Coordinate with internal teams (research, compliance, operations) to deliver services.
• Participate in marketing activities, industry events, and client events to grow network.
• Ensure all services comply with SFC rules and AML/KYC standards.

Skills

Client service

Multilingual

Communication

Wealth management

Cross-border wealth

Education

Bachelor's degree

Tools

SFC Type 1/4/9 licenses

Job description

Cosmos One Capital Limited is an SFC-licensed External Asset Management company (EAM) specializing in providing customized wealth management, cross-border asset allocation, and family office solutions for ultra-high-net-worth individuals and family offices. We are committed to helping clients achieve their asset preservation and global wealth goals and are currently in a phase of rapid growth, inviting outstanding talent to join us.

Position Highlights

• Directly serving high-net-worth clients and family offices, and participating in high-end wealth management projects
• Hong Kong Central office, international professional environment
• Rapid growth opportunities to help you develop your career in the family office field

Key Responsibilities

• Responsible for maintaining and developing relationships with existing and potential high-net-worth clients, and providing personalized wealth management consulting services
• Assist clients with solutions for cross-border asset allocation, family trusts, and portfolio optimization
• Follow up on client needs and coordinate with internal teams (investment research, compliance, operations) to deliver high-quality services
• Participate in marketing activities, industry summits, and client's events to expand your business network
• Ensure all services comply with SFC regulatory requirements and AML/KYC standards

Qualifications and Requirements

• Bachelor's degree or above, with preference given to candidates majoring in finance, economics, business or related fields
• 2+ years of client service experience in private banking, wealth management, family office, or EAM related fields.
• Candidates familiar with Hong Kong and cross-border wealth management products and with in-depth knowledge of family office business will be given priority
• Excellent communication skills, fluent in Mandarin, Cantonese and English (those with strong bilingual abilities will be given priority)
• Candidates holding relevant licenses (such as SFC Type 1/4/9) or who are willing to take the license exams will be given priority
• Strong customer service awareness, professional ethics and teamwork spirit

If you are a passionate, professional, and client-centric wealth management expert, you are welcome to join us and work together to help high-net-worth families achieve their long-term wealth goals!