Relationship Manager, Wealth Management

Gravitas Recruitment Group Hong Kong; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Gravitas Recruitment Group Hong Kong is seeking a service-driven Relationship Manager (Wealth Management) to manage an assigned portfolio of high-net-worth clients. The role emphasizes high-touch client service, bespoke portfolio advisory, and multi-asset product execution, with a focus on structured products.

You will build long-term relationships, deliver tailored investment ideas, and work with product specialists to translate market views into actionable strategies while maintaining strict

Qualifications

• Holder of SFC Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) licenses or eligible.
• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Fluent in Mandarin and Cantonese with strong English business proficiency.
• Experience in wealth management or private banking environments serving HNW clients.

Responsibilities

• Own assigned HNW client portfolio with proactive servicing and regular reviews.
• Advise on multi-asset and structured products, executing trades for clients.
• Collaborate with product and research teams to tailor investment ideas.
• Expand assets under management through superior service rather than cold-calling.
• Ensure compliance with HK regulatory requirements (SFC) and KYC/AML standards.

Skills

Relationship management

Structured products

Client servicing

Mandarin

Cantonese

English

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Job description

Role Overview

We are seeking a service-driven Relationship Manager (Wealth Management) to manage and grow an assigned portfolio of high-net-worth (HNW) clients. Unlike traditional purely hunt-driven roles, this position provides an existing book of business with no rigid, standalone hard sales quotas, allowing you to focus on delivering high-touch client service, bespoke portfolio advisory, and multi-asset product execution—particularly across structured products.

This is an ideal platform for an experienced Investment Specialist or Private Banking Assistant Relationship Manager (ARM) looking to step up into a full-fledged client-facing RM role, as well as established RMs seeking a supportive, portfolio-backed environment.

Key Responsibilities

• Portfolio Management & Client Servicing: Take ownership of an assigned HNW client portfolio, building long-term, trusted relationships through proactive communication, regular portfolio reviews, and responsive day-to-day execution.
• Multi-Asset & Structured Products Advisory: Advise clients on and execute a broad spectrum of wealth management solutions, with a primary focus on structured products (ELNs, FCNs, accumulators/decumulators, OTC derivatives), alongside equities, fixed income, funds, and FX.
• Tailored Investment Solutions: Partner closely with internal product specialists, research analysts, and execution desks to translate market views into actionable, customized investment ideas aligned with each client’s risk appetite and objectives.
• Wallet Share Expansion: Deepen engagement and assets under management (AUM) within the assigned book through superior service quality, timely market updates, and holistic wealth solutions rather than aggressive cold-calling.
• Risk, Compliance & Governance: Ensure strict adherence to Hong Kong regulatory requirements (SFC), internal KYC/AML protocols, suitability assessments, and risk management standards across all client interactions and transactions.

Candidate Requirements

• Target Background:
  • Current Investment Specialists / Product Specialists or Private Banking Assistant Relationship Managers (ARMs) ready to step up into a direct Relationship Manager role.
  • Current Relationship Managers from securities brokerages, investment banks, semi-private banking, or private banking platforms.
• Product Expertise: Solid hands-on knowledge of structured products and wealth management investment offerings, with the confidence to pitch, structure, and execute trades directly with HNW clients.
• Client-First Mindset: Proven track record in client servicing, relationship retention, and delivering a seamless client experience; strong interpersonal and stakeholder management skills.
• Licensing & Qualifications:
  • Holder of SFC Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) licenses (or eligible for immediate registration).
  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• Language Skills: Fluency in Mandarin and Cantonese, with strong business proficiency in English to effectively serve Greater China HNW clients.