Senior Client Manager

Richer Rich Investment Limited; Hong Kong; Presencial; HKD 900.000 - 1.300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

MPF

Learning & development support

Annual health check-up

Paid annual leave

Festive benefits

Team-building activities

Descripción de la vacante

Richer Rich Investment Limited, based in Hong Kong, is building its global asset allocation capability to serve institutional and high-net-worth clients. We are seeking a Senior Client Manager to develop and maintain client relationships, promote investment portfolios, and drive cross-border wealth strategies.

The role focuses on targeting global institutional counterparties, onboarding quality clients, and delivering integrated wealth solutions while ensuring compliance with SFC Type 4 and Type

Formación

• Bachelor’s degree or above in Finance, Economics, Investment, Business Administration or related fields. Master’s degree is advantageous.
• At least 5 years key account development and relationship management experience in HK financial industry. SFC Type 4/9 knowledge a plus.
• Professional qualifications such as HKSI, CFA, CFP, IIQE are a plus. Strong market knowledge and cross-border wealth structuring is advantageous.
• Familiar with SFC regulations and compliance; no regulatory breaches and good credit standing.
• Fluent in Cantonese, Mandarin and English with excellent communication skills.

Responsabilidades

• Target global institutional counterparties and onboard quality new clients to meet AUM and revenue targets.
• Diagnose client needs and design integrated wealth solutions spanning global asset allocation and cross-border payments.
• Promote asset allocation strategies and coordinate with product/compliance/ops teams for smooth onboarding and high-quality service.
• Contribute market insights to strategy, product iterations and service enhancements.
• Collaborate with marketing, compliance and operations to support client seminars, roadshows and events.

Conocimientos

Client relationship management

Business development

Cross-border wealth management

Negotiation

Strategic planning

Communication

Educación

Bachelor’s degree in Finance/Economics/Investment/Business Admin

Master’s degree advantageous

Herramientas

Microsoft Office

Descripción del empleo

We are a Hong Kong-based asset management firm applying for SFC licences for Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. While our applications are pending, we are developing our global asset allocation capabilities and preparing to serve institutional and high-net-worth clients with efficient, secure investment services, subject to obtaining the required licences. Our vision is to become a trusted provider of wealth management services.

As Senior Client Manager in the Business team, you will develop and maintain client relationships and promote our investment portfolios to clients.

Key Responsibilities

1. n & Business Development

Target global institutional counterparties including investment funds, broker-dealers, family offices and high-net-worth individuals. Develop tailored go-to-market strategies, onboard quality new clients and deliver against agreed AUM and revenue targets.

2.End-to-End Client Relationship Management

Deeply diagnose clients’ investment, liquidity, structuring and cross-border needs. Leverage our platform to construct integrated wealth solutions spanning global asset allocation, fund investmentsand cross-border payment workflows. Provide ongoing advisory support, regular portfolio reviews and proactive follow-ups to boost client retention, repeat business and qualified referrals.

3.Product & Service Engagement

Develop a strong understanding of the firm’s core product and service offerings. Proactively present asset allocation strategiesaligned with market cycles and client risk appetite. Work hand-in-hand with product, compliance and operations teams to ensure smooth client onboarding, timely query resolution and consistent high-quality client experience.

Continuously monitor Hong Kong and global financial markets,industry competitor movements and evolving client demands. Generate market insights and provide feedback to support business strategy optimisation, product iteration and service enhancement.

5.Compliance, KYC & Risk Oversight

Embed AML, KYC, ongoing due diligence and conduct risk controls throughout client pitching, onboarding and ongoing servicing. Ensure all client interactions and advisory activities remain fully compliant.

6.Cross-functional Collaboration

Partner with marketing, compliance, operations and investment teams to support client seminars,salons, roadshows and investor events. Consolidate client pain points and feedback to help streamline processes and support team business KPIs.

1.Education

Bachelor’s degree or above in Finance, Economics, Investment, Business Administration or related fields. Master’s degree is advantageous. Overseas academic or international financial work exposure is preferred.

2.Work Experience

At least 5 years key account development and relationship management experience within the Hong Kong financial industry. Candidates with Senior Client Manager / Private Banker / Wealth Manager track record at international private banks or asset managers are highly preferred. Must possess solid understanding of SFC Type 4 and Type 9 regulated activities and relevant compliance obligations. Prior exposure to cross-border wealth structuring or family office client coverage is a strong advantage.

3.Professional Qualifications

Possession of relevant Hong Kong professional qualifications is a plus, such as HKSI (Papers 1/7/8), CFA, CFP, IIQE, etc. Strong foundational knowledge of global asset allocation, collective investment schemesand securities.

Proven track record in new client origination, commercial negotiation and long-term relationship nurturing. Existing book of quality institutional / HNW client relationships is a significant plus. Strong commercial judgement and market acumen, capable of identifying client pain points and converting opportunities into executable mandates.

5.Compliance Awareness

Familiar with SFC regulations and industry compliance requirements, with strong compliance awareness and risk control mindset. No record of regulatory breaches and with good credit standing.

6.Language & Technical Skills

Fluent in Cantonese, Mandarin and English, with excellent written and verbal communication skills in both Chinese and English. Able to communicate effectively with global clients. Proficient in Microsoft Office and capable of basic data analysis and report writing.

7.Personal Attributes

High integrity and professionalism, strong resilience under pressure, strong sense of responsibility and results-oriented mindset. Service-minded, a good team player and innovation-driven. Alignment with the company’s vision and able to thrive in a fast-paced, high-standard Hong Kong financial environment.

Compensation:

Competitive and negotiable, based on experience and qualifications. Remuneration typically includes base salary, performance-based bonus and year-end bonus.

Medical insurance, MPF, learning & development support, annual health check-up, paid annual leave, festive benefits and team-building activities.