Relationship Manager - High-Net-Worth

Futu Holdings Limited; Hong Kong; On-site; HKD 1,000,000 - 1,400,000; Full time

Job summary

Futu Holdings Limited in Hong Kong seeks a private banking professional to build strong relationships with high-net-worth clients and drive AUM and revenue targets. You will work with the IA and product teams to provide portfolio analyses and tailored investment advice based on client needs, desires and risk profiles.

You will support marketing for HNW activities, manage account openings and maintenance, oversee credit quality and margin levels, and take on ad hoc projects from management while

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Minimum of 3 years in private banking/private wealth management.
• Fluent in English, Mandarin and Cantonese.
• Strong customer-centric mindset and ability to deliver exceptional service.
• Extensive network in HNW clients with business development experience.
• Familiar with PWM processes and regulatory requirements; high risk awareness and compliance.

Responsibilities

• Build tight relationships with HNW clients to achieve AUM and revenue targets.
• Provide portfolio analysis and investment advice tailored to client risk profiles.
• Support marketing to develop HNW- focused activities.
• Handle HNW client services including account opening, maintenance, and related tasks; monitor credit quality and margins.
• Engage in ad hoc projects assigned by management.

Skills

Networking with HNW clients

Customer-centric mindset

Business development

Risk awareness and compliance

Multilingual: English, Mandarin, and C

Education

Bachelor's degree in Finance or Economics

SFC Licensed Type 1 and 4 or HKSI LE Paper 1,7 & 8

Job description

• Building tight relationship with HNW clients to complete team AUM and revenue target.
• Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
• Support marketing team to build HNW activities based on the team resources
• Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
• Work on ad hoc projects and tasks assigned by the management

Requirements

• Bachelor's degree or above, preferably in Finance, Economics, or a related field;
• A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector;
• Excellent command of spoken and written English, Mandarin and Cantonese ;
• High level of customer-centric mindset to deliver exceptional quality services for customers;
• Strong network in HNW clients and solid experience in business development;
• Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
• SFC Licensed type 1 and 4 or - HKSI LE Paper 1,7 & 8 or equivalent.