about the company.
an innovative, rebranded External Asset Manager (EAM) & multi-family office platform headquartered in Hong Kong with regional expansion into Singapore. Combining over a decade of group heritage with a cutting-edge, transparent fee model and agentic AI-powered portfolio advisory technology, they deliver bespoke wealth solutions for entrepreneurs, corporate executives, investors, and HNW/UHNW families.
about the job.
the firm is actively scaling its client advisory desk in Hong Kong and is seeking entrepreneurial Relationship Managers (RMs) from Private Banking, Commercial Banking, or Premier/Retail Banking who want to break free from traditional bank product-pushing and build long-term client trust.
- Unconflicted Open Architecture & AI Tech: Advise and manage discretionary or advisory portfolios powered by an agentic AI portfolio module—with a transparent fee structure and zero hidden or biased product remuneration.
- Comprehensive Family Office & Structuring Suite: Offer end-to-end capabilities including Hong Kong Open-ended Fund Companies (OFCs), Singapore S13O/S13U Family Office structures, Variable Capital Companies (VCCs), succession planning, and white-labeled custody.
- Multi-Channel Candidate Backgrounds: Welcoming high-performing RMs from Private Banking, Corporate/Commercial Banking, or Premier Retail Banking looking for an entrepreneurial EAM platform.
- Alternative & Impact Investing Access: Differentiate your pitch with specialized access to liquid strategies, private alternatives, and impact investing.
skills & experiences required.
- Onboard, advise, and manage relationships with entrepreneurs, corporate executives, and HNW/UHNW families across Hong Kong and the region.
- Conduct holistic wealth discovery—evaluating client assets, liabilities, family dynamics, and business interests—to build customized, long-term wealth roadmaps.
- Partner with internal specialists across investments, tax, legal, and insurance to structure efficient asset-holding and succession frameworks.
- Drive revenue growth and Net New Money (NNM) acquisition through advisory/discretionary mandates and family office setup solutions.
- Minimum 3+ years of client-facing experience as a Relationship Manager within Private Banking, Commercial Banking, Asset Management or Premier Wealth Management.
- Advisory Mindset: Strong track record in client acquisition and relationship management, with a passion for transparent, goal-based wealth planning rather than transactional sales.
- Product & Structuring Acumen: Solid grasp of multi-asset investment portfolios, alternatives, and cross-border wealth/family office structuring (HK/SG/TW/JP/India/Korea).
- Credentials & Languages: Active SFC Type 1 / 4 / 9 licenses (or eligibility) preferred and CFA holders. Fluent in English and Chinese (Cantonese and/or Mandarin) with additional languages would be advantage.
experience
3 years
skills
client acquisition, business development, portfolio management strategies
qualifications
1. Client-facing experience as a Relationship Manager within Private Banking, Commercial Banking, or Premier Wealth Management.
2. Active SFC Type 1 / 4 / 9 licenses (or eligibility) preferred.
education
Bachelor Degree