Senior Client Manager, Global Wealth & Institutions

Richer Rich Investment Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Medical insurance

MPF

Learning & development support

Annual health check-up

Paid annual leave

Festive benefits

Team-building activities

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Business development

Cross-border wealth management

Negotiation

Strategic planning

Communication

Education

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

Master’s degree advantageous

Tools

Microsoft Office

Job description

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