Senior HNWI Relationship Manager – Multi-Asset Wealth

Leadingnation; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

Leadingnation is seeking a seasoned relationship manager for a wealth management role serving HNWI clients in Hong Kong. You will develop and maintain client relationships to drive AUM growth and deliver bespoke investment solutions across asset classes.

Collaborate with the investment team to generate ideas, monitor portfolios, and provide market insights while contributing to process improvements and business growth.

Qualifications

• Experience handling HNWI clients.
• Proven track record in growing AUM.
• Strong knowledge of multi-asset investments.

Responsibilities

• Develop and build business relationships with HNWI clients to drive AUM growth.
• Understand clients’ financial needs and appetite to provide bespoke wealth management solutions.
• Work with investment team to generate investment ideas across asset classes and asset allocations.
• Monitor clients’ portfolios, provide regular market trends and insights.
• Contribute to the process and operations enhancement.
• Work with senior management to strategize and lead the business growth.

Skills

Relationship management

Business development

Portfolio management

Market knowledge

Communication

Presentation skills

Job description

Leadingnation is seeking a seasoned relationship manager for a wealth management role serving HNWI clients in Hong Kong. You will develop and maintain client relationships to drive AUM growth and deliver bespoke investment solutions across asset classes.

Collaborate with the investment team to generate ideas, monitor portfolios, and provide market insights while contributing to process improvements and business growth.