Relationship Manager - Wealth Management / Asset Management Clients

MooMoo; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

MooMoo in Hong Kong seeks an experienced wealth advisor to cultivate long-term relationships with affluent clients and understand their financial objectives. You will tailor wealth strategies and asset allocations that align with risk tolerance and liquidity needs.

Collaborate with internal product, investment advisory, operations and compliance teams to deliver compliant, client-centered service and support growth in assets under management.

Qualifications

• Bachelor's degree in finance, economics or related field.
• Proficient in Cantonese and Mandarin; English a plus.
• HK work visa eligibility (IANG, TTPS, QMAS).
• At least 2 years' experience in private banking/wealth management.
• Knowledge of private wealth management processes and regulatory requirements.
• Familiar with financial products; strong client need analysis and asset allocation.
• Excellent communication, presentation skills, team spirit and service mindset.

Responsibilities

• Develop and maintain relationships with affluent clients to understand objectives and risk appetite.
• Provide wealth management and asset allocation solutions aligned to client needs and policies.
• Identify opportunities and present suitable investment products with clear risk and suitability notes.
• Conduct regular client reviews and coordinate with product, investment advisory, operations and compliance teams.
• Support AUM growth, client retention, and revenue through compliant, high-quality service.
• Provide timely market updates and respond promptly to client inquiries and requests.
• Handle client feedback and complaints with proper documentation and escalation.
• Strengthen loyalty through meetings, seminars and investment strategy briefings.

Skills

Relationship management

Client engagement

Communication skills

Presentation skills

Regulatory awareness

Market knowledge

Education

Bachelor's degree

Finance related degree

Job description

Key Responsibilities:

• Develop and maintain long-term relationships with affluent and high-net-worth clients through regular, in-depth and needs-based engagement. Understand clients’ financial objectives, investment preferences, risk tolerance, liquidity needs and wealth planning requirements
• Provide suitable wealth management and asset allocation solutions in accordance with clients’ needs, risk profiles, applicable regulations and internal policies. Support the growth and retention of client assets through professional and client-centred service
• Identify high-potential client opportunities and introduce the platform’s approved investment products and financial solutions in a clear, professional and compliant manner. Communicate the relevant product features, risks and suitability considerations to clients
• Conduct regular client reviews to identify needs relating to wealth preservation, long-term wealth growth, asset allocation and risk management. Work closely with internal product, investment advisory, operations and compliance teams to deliver appropriate client solutions
• Contribute to agreed team objectives, including assets under management (AUM), net new assets, client asset retention, revenue contribution, client engagement and service quality, while ensuring compliance with all applicable regulatory and internal requirements
• Provide clients with timely market updates, market analysis and relevant product information. Respond promptly to day-to-day client enquiries and service requests, and coordinate with internal stakeholders to resolve client issues efficiently
• Handle client feedback and complaints professionally, ensuring proper documentation, timely escalation and resolution in accordance with internal policies and procedures
• Strengthen client loyalty and long-term engagement through one-to-one meetings, client seminars, investment strategy briefings, investor education events and other approved client engagement activities. Identify appropriate client referral and asset consolidation opportunities based on clients’ needs and suitability

• Bachelor's degree or above, majoring in finance, economics or related fields is preferred
• Proficient in Cantonese and Mandarin as working languages, English fluency is a plus
• Eligible Hong Kong work visa (e.g., IANG, TTPS, QMAS)
• At least 2 years of working experience in relevant industries such as private banking departments of banks, wealth management departments of securities companies, and third-party wealth management institutions;
• Familiar with the business processes and relevant regulations of private wealth management, and equipped with risk and compliance awareness;
• Familiar with the basic knowledge of various financial products, good at tapping into clients' core investment demands, and equipped with relevant knowledge and marketing capabilities in Asset Allocation and wealth management;
• Possess excellent communication and presentation skills, a strong team spirit, and a highly result-oriented mindset; prioritize customers, have a strong sense of service, and are capable of delivering exceptional, high-quality services to clients.
• Candidates holding Type 1 and Type 4 licenses issued by the Securities and Futures Commission of Hong Kong, or having passed Papers 1,7 & 8 of the Securities and Futures Examination will be given priority.