Senior Private Wealth Relationship Manager

CMB International Capital Corporation Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

CMB International Capital Corporation Limited in Hong Kong invites an experienced Relationship Manager for its Private Wealth Management Department. The role focuses on acquiring High Net-Worth clients and managing ongoing relationships, delivering investment guidance aligned with client risk profiles and house views.

You will map client needs to asset allocations, customize portfolios across funds and equities, and monitor AUM with timely buy/sell/hold actions while ensuring strict regulatory

Qualifications

• 7–10 years of experience preferred.
• Previous client relationship management skills.
• Solid knowledge of funds, equities, financing, and structured products.
• Good communication skills with Mandarin ability preferred.

Responsibilities

• Acquire High Net‑Worth Clients and manage existing relationships.
• Provide investment advice aligned with client needs and house views.
• Conduct financial mapping to analyze risk, horizon, liquidity and allocation.
• Customize portfolio proposals across funds, equity and other asset classes.
• Review and monitor client AUM with buy/sell/hold actions as needed.
• Target AUM growth and revenue from CMBI Wealth Management relationships.
• Ensure regulatory compliance per relevant authorities.

Skills

Client relationship management

Product knowledge

Communication skills

Mandarin language skills

Education

Bachelor's degree in business or related field

Job description

CMB International Capital Corporation Limited in Hong Kong invites an experienced Relationship Manager for its Private Wealth Management Department. The role focuses on acquiring High Net-Worth clients and managing ongoing relationships, delivering investment guidance aligned with client risk profiles and house views.

You will map client needs to asset allocations, customize portfolios across funds and equities, and monitor AUM with timely buy/sell/hold actions while ensuring strict regulatory