Relationship Manager (Financial services)

Fulbright Financial Group; Hong Kong; On-site; HKD 450,000 - 850,000; Full time

Benefits offered by this job

Uncapped commissions

Diversified product platform

Entrepreneurial autonomy to grow your书

Job summary

Fulbright Financial Group seeks a Relationship Manager to drive client acquisitions and manage portfolios for HNWIs, PIs, and family offices across Hong Kong and China, leveraging a diversified product suite with entrepreneurial autonomy to build and scale your own client book.

The role emphasizes strong sales performance, advisory quality, and close collaboration with internal teams to deliver bespoke solutions while complying with SFC regulations. Mandarin/Cantonese preferred.

Qualifications

• SFC Type 1 & 4 licenses holder.
• 2+ years of proven business development within wealth management or premium brokerage.
• Strong sales performance and capital-raising track record.

Responsibilities

• Acquire and onboard net-new HNWIs, PIs, and family offices across Hong Kong and China to scale AUM and trading volumes.
• Structure customized investment portfolios matching clients' risk appetites with global allocation strategies.
• Build trust-based advisory relationships; monitor market trends and client positions to drive retention, cross-selling, and reinvestment.
• Collaborate with internal investment and operations teams to craft bespoke, integrated solutions for key clients.
• Adhere to SFC rules and internal standards.

Skills

SFC Licenses

Network of HNWIs

Business Development

Sales Negotiation

English Fluency

Job description

Relationship Manager (Financial services)

Founded in 1999, Fulbright Financial Group is a comprehensive financial services platform spanning securities, futures, asset management, wealth management and other diversified businesses, with SFC Type 1,2,4,5 & 9 licenses

About the role

A competitive commission structure — enjoy uncapped earnings

A diversified full-product platform

Full entrepreneurial autonomy to build, scale, and manage your own book of business

Responsibilities

Client Development — Independently drive the acquisition and onboarding of net-new HNWIs, professional investors (PIs) and family offices across Hong Kong and China market, scaling up AUM and trading volumes

Asset Allocation — Structure customized investment portfolios by matching clients' risk appetites with global allocation strategies across diverse asset classes

Client Relationship Management — Build deep, trust-based advisory relationships; continuously monitor market trends and client positions to drive portfolio retention, cross-selling, and reinvestment

Cross-Functional Collaboration — Partner closely with internal investment and operations teams to execute the entire sales process and craft bespoke, integrated solutions for key clients

Compliance — Strcitly adhere to SFC rules and regulations alongside internal corporate standards

Requirements

Holder of SFC Type 1 & 4 licenses with at least 2 years of proven business development within a wealth management or premium brokerage environment

Possess a mature, portable network of HNWIs or PIs with a verifiable track record of strong sales performance and capital raising capabilities

Highly goal-driven, resilient under pressure, possessing good negotiation skills and a strong drive for high financial compensation/career growth

Fluency in Mandarin or Cantonese i s highly preferred, with good English communication skills

** Final corporate title and remuneration package are open to negotiation, highly dependent on the candidate’s experience and the immediate scalability of their client book

Salary and fringe benefits for the role will be highly competitive, commensurate with qualifications and experience.