Wealth Manager

Randstad Hong Kong; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Randstad Hong Kong Limited is seeking entrepreneurial Wealth Managers to join its Hong Kong advisory desk. You will acquire, advise and manage long-term relationships with HNW/UHNW individuals and family offices across Hong Kong and Greater China.

You will design cross-border asset allocation and discretionary portfolios, coordinating with internal research, compliance and operations to deliver seamless client servicing while adhering to SFC standards.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related disciplines.
• 5+ years in client-facing Private Banking/Wealth Management or EAM platforms.
• Active SFC licenses (Type 1/4/9) preferred or eligible.

Responsibilities

• Acquire, advise and manage long-term relationships with HNW/UHNW individuals and family offices in HK and Greater China.
• Design and execute cross-border asset allocation and discretionary portfolios.
• Coordinate with research, compliance and operations to ensure seamless client servicing.
• Represent the platform at events and client briefings to grow the network.
• Ensure adherence to SFC regulations, AML and KYC standards.

Skills

Client acquisition

Business development

Portfolio management

Education

Bachelor's degree

Job description

about the company.

a fast-growing, SFC-licensed External Asset Manager (EAM) & Multi-Family Office headquartered in Central, Hong Kong. Managing close to USD 2 billion in assets with a leadership team bringing over 15 years of international private banking and investment banking heritage, the firm provides unconflicted wealth management, discretionary portfolios, cross-border asset consolidation, and bespoke family office solutions for Ultra-High-Net-Worth Individuals (UHNWIs) and family offices.

As the firm expands its Hong Kong advisory desk, they are seeking entrepreneurial Wealth Managers / Relationship Managers who want to leverage an institutional EAM platform to deliver truly independent advice and superior pricing to their clients.

about the team.

1. Institutional Bargaining Power: Leverage the firm's ~USD 2B AUM scale to negotiate institutional-grade lending rates, lower custody fees, and superior execution pricing across top private banks in Hong Kong, Singapore, and Switzerland on behalf of your clients.
2. True Open-Architecture & Multi-Asset Breadth: Advise across equities, fixed income, structured products, FX, commodities, rates, and alternative investments—completely free from single-bank product quotas or biased sales targets.
3. Cross-Bank Asset Consolidation: Serve as a single, unified advisory window for clients holding accounts across multiple private banks while keeping client assets safely ring-fenced under their own private bank custody.
4. Holistic Family Office & Legacy Structuring: Deliver customized family trust, tax planning, succession, and discretionary mandate solutions with streamlined onboarding.

about the job.

1. Acquire, advise, and manage long-term relationships with High-Net-Worth (HNW) / UHNW individuals and family offices across Hong Kong and Greater China.
2. Design and execute customized cross-border asset allocation, discretionary portfolio management, and family trust/succession solutions.
3. Coordinate closely with internal investment research, compliance, and operations teams to deliver seamless client execution and servicing.
4. Represent the platform at industry summits, marketing events, and bespoke client briefings to expand your professional network.
5. Ensure full adherence to SFC regulatory frameworks, AML, and KYC standards.

skills & experiences required.

1. Education: Bachelor's degree or above in Finance, Economics, Business, or related disciplines.
2. Experience: Minimum 5+ years of client-facing experience within Private Banking, Wealth Management, Family Office, or an EAM platform.
3. Product & Market Acumen: Strong familiarity with Hong Kong and cross-border wealth management products (equities, fixed income, structured products, alternatives); deep understanding of family office operations is a strong advantage.
4. Credentials: Active SFC Type 1, 4, or 9 licenses (or eligibility to obtain) strongly preferred.
5. Languages & Mindset: Fluent in Mandarin, Cantonese, and English, with a client-centric, commercial, and ethical approach.

experience

5 years

skills

client acquisition, business development, portfolio management strategies

qualifications

Education: Bachelor's degree or above in Finance, Economics, Business, or related disciplines.

education

Bachelor Degree