Senior Relationship Manager, Private Wealth Management (Up to 100k)

Manpower Services (Hong Kong) Limited; Hong Kong; On-site; HKD 60,000 - 100,000; Full time

Job summary

Manpower Services (Hong Kong) Limited invites applications for a Senior Relationship Manager, Private Wealth Management. The role focuses on managing HNW/UHNW client portfolios, delivering tailored investment, insurance, lending, and wealth preservation solutions, and expanding client relationships in a fast-paced environment.

You will work as the primary advisor for wealth planning, conduct regular portfolio reviews, leverage an established affluent network, and strive to meet revenue and AUM

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related discipline.
• Minimum 5 years' experience in private banking, wealth management, or financial services.
• Proven track record in managing and growing HNW/UHNW client relationships.
• Strong knowledge of investment products, wealth planning, insurance, and credits solutions.
• Established network of affluent clients and business connections preferred.
• Professional qualifications such as CFP, CFA, ECF, CPWP, or equivalent are advantageous.
• Excellent communication, relationship-building, and business development skills.
• Self-motivated, results-oriented, and able to thrive in a fast-paced environment.

Responsibilities

• Develop, manage, and expand a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
• Build long-term trusted relationships and become the primary advisor for clients' wealth planning needs.
• Deliver tailored investment, insurance, lending, and wealth preservation solutions.
• Identify new business opportunities through referrals, networking, and market development activities.
• Collaborate closely with investment advisors, product specialists, and other stakeholders to provide comprehensive wealth strategies.
• Conduct regular portfolio reviews and provide market insights to clients.
• Ensure compliance with regulatory requirements, internal policies, and risk management standards.
• Achieve individual and team revenue, asset-under-management (AUM), and client acquisition targets.

Skills

Relationship building

Communication

Business development

Networking

Portfolio management

Education

Bachelor's degree in Finance

Job description

Senior Relationship Manager, Private Wealth Management (Up to 100k)

Develop,manage,andexpandaportfolioofHigh-Net-Worth(HNW)andUltra-High-Net-Worth(UHNW)clients.

Buildlong-termtrustedrelationshipsandbecometheprimaryadvisorforclients'wealthplanningneeds.

Delivertailoredinvestment,insurance,lending,andwealthpreservationsolutions.

Identifynewbusinessopportunitiesthroughreferrals,networking,andmarketdevelopmentactivities.

Collaboratecloselywithinvestmentadvisors,productspecialists,andotherstakeholderstoprovidecomprehensivewealthstrategies.

Conductregularportfolioreviewsandprovidemarketinsightstoclients.

Ensurecompliancewithregulatoryrequirements,internalpolicies,andriskmanagementstandards.

Achieveindividualandteamrevenue,asset-under-management(AUM),andclientacquisitiontargets.

Requirements

Bachelor'sdegreeinFinance,Business,Economics,orrelateddiscipline.

Minimum5years'experienceinprivatebanking,wealthmanagement,orfinancialservices.

ProventrackrecordinmanagingandgrowingHNW/UHNWclientrelationships.

Strongknowledgeofinvestmentproducts,wealthplanning,insurance,andcreditsolutions.

Establishednetworkofaffluentclientsandbusinessconnectionspreferred.

ProfessionalqualificationssuchasCFP,CFA,ECF,CPWP,orequivalentareadvantageous.

Excellentcommunication,relationship-building,andbusinessdevelopmentskills.

Self-motivated,results-oriented,andabletothriveinafast-pacedenvironment.