Relationship Manager - Family Office

Meta Elephant Group Holdings Limited; Hong Kong; On-site; HKD 1,800,000 - 3,000,000; Full time

Job summary

Meta Elephant Group Holdings Limited is seeking a seasoned wealth-management professional to acquire and manage HNWI/UHNWI clients and expand the firm’s asset base in Hong Kong. You will build deep client relationships, understand financial goals, and collaborate with banks and partners to offer holistic wealth solutions.

You will coordinate events, roadshows, and institutional meetings to strengthen brand presence and drive sustainable revenue growth.

Qualifications

• Proven track record in acquiring and managing HNWI clients, preferably within a private bank, wealth management firm, or family office.
• Strong interpersonal and communication skills with a consultative approach.
• Deep understanding of financial products, estate planning, and multi-generational wealth strategies.
• Existing network of HNWI or access to relevant circles is highly desirable.
• Discretion, integrity, and client-centric mindset with strong problem-solving skills.
• Fluent in English and Chinese.

Responsibilities

• Acquire new HNWI/UHNWI clients and solicit business opportunities to expand firm’s AUM.
• Build and maintain strong client relationships, understanding goals, lifestyle needs, and legacy aspirations.
• Represent the firm at industry events, networking functions, and private gatherings to expand client base.
• Develop and execute targeted marketing strategies to grow client base and generate sustainable revenue.
• Assist in organizing meetings with institutional investors, roadshows, and client events to enhance brand presence.
• Collaborate with strategic partners to deliver comprehensive asset allocation and wealth management solutions.
• Coordinate end-to-end implementation from contract execution to ongoing delivery and post-investment support.
• Foster long-term client relationships and continuously enhance the firm’s value proposition.

Skills

Client acquisition

Relationship management

Interpersonal communication

Consultative selling

Education

Bachelor’s in Finance or Business

CFP/CFA preferred

Job description

Acquire new HNW/UHNW clients and solicit business opportunities to expand firm’s AUM

Build and maintain strong relationships with clients, understanding their financial goals, lifestyle needs, and legacy aspirations

Represent the firm at industry events, networking functions, and private gatherings to expand client base,

Develop and execute targeted marketing strategies to expand the client base and generate sustainable revenue growth, assist in organizing meetings with institutional investors, roadshows, and client events to enhance the company’s brand presence and the impact of its products.

Collaborate closely with strategic partners, including private banks, brokers, insurance firms, and other wealth management service providers—to deliver comprehensive, diversified, and professional asset allocation and global wealth management solutions

Overall management of implementation: Coordinate the full process from contract execution to ongoing delivery/post-investment (or post-sale) support—track progress and promptly resolve any issues.

Foster long-term client relationships and continuously enhance the firm’s value proposition

Qualifications :

Proven track record in acquiring and managing HNWI clients, preferably within a private bank, wealth management firm, or family office

Strong interpersonal and communication skills with a consultative approach

Deep understanding of financial products, estate planning, and multi-generational wealth strategies

Existing network of HNWIs or access to relevant circles is highly desirable

Bachelor’s degree in Finance, Business, or related field; advanced degree or certifications (e.g., CFP, CFA) a plus

Discretion, integrity, and client-centric mindset with strong problem-solving skills and service orientation

Fluent in English and Chinese (spoken and written)