Relationship Manager - Private Wealth Management Department

CMB International Capital Corporation Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

CMB International Capital Corporation Limited is seeking an experienced Relationship Manager for its Private Wealth Management Department in Hong Kong. The role involves building and managing relationships with high-net-worth clients, delivering tailored investment advice, and coordinating across fund, equity and other asset classes to optimize portfolios.

The ideal candidate has 7–10 years of client relationship management experience, strong product knowledge, and excellent Mandarin

Qualifications

• 7–10 years of experience preferred.
• Experience managing high net-worth clients.
• Solid knowledge of funds, equities, margin financing, insurance and structured products.

Responsibilities

• Acquire High Net-Worth Clients and manage existing relationships.
• Provide investment advice aligned with client needs and risk profile.
• Conduct financial mapping to analyze risk, asset allocation, investment horizon and liquidity needs.
• Customize portfolio proposals across fund, equity and other asset classes.
• Review and monitor client AUM with timely buy/sell/hold actions.
• Target AUM growth and revenue from CMBI Wealth Management relationships.
• Ensure compliance with regulatory requirements.

Skills

Client relationship management

Communication skills

Mandarin speaking/writing

Product knowledge

Education

Bachelor degree or above in business related major

Job description

Relationship Manager - Private Wealth Management Department

Main Responsibilities：

• Acquire High Net-Worth Clients & manage existing relationships.
• Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, INVESTMENT horizon and liquidity needs.
• Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.
• Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with CMBI Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant authorities.

Qualifications & Requirements：

• 7-10 years of experience preferred
• Previous client relationship management skills
• Solid product knowledge (eg, funds, equities, margin financing, insurance, structured product)
• Bachelor degree or above in business related major
• Good communication skills and preferably strong Mandarin speaking and writing ability

Your application will include the following questions:

• How many years' experience do you have with investment fund management?
• Which of the following statements best describes your right to work in Hong Kong?
• How many years of business management experience do you have?
• How many years' experience do you have as a Private Wealth Management Relationship Manager?
• How many years' experience do you have in a wealth management?
• Do you have experience in a role which requires relationship management experience?