Wealth Relationship Assistant for HNW Clients

Futu Holdings Limited; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Futu Holdings Limited is seeking an Assistant Relationship Manager to oversee key partner relationships and deliver tailored investment guidance to high-net-worth clients in Hong Kong. You will collaborate with the IA and product teams to analyze portfolios, identify opportunities, and align services with clients’ risk profiles.

You will also support marketing efforts and manage client onboarding, maintenance, and related tasks while ensuring credit quality and margin controls.

Qualifications

• Bachelor's degree or higher in Finance, Economics or related field.
• Excellent command of English, Mandarin and Cantonese.
• Strong customer-centric mindset with risk awareness.
• Familiarity with PWM processes and regulations.
• Fluent in Chinese and English with cross-cultural collaboration skills.

Responsibilities

• Assist Relationship Manager to manage key partner relationships to achieve business targets.
• Explore new business opportunities aligned with company strategy.
• Build tight relationships with high-net-worth clients to meet team AUM and revenue targets.
• Provide investment portfolio analysis and advice based on client needs, desires, and risk profile.
• Support marketing to build high-net-worth activities using team resources.
• Serve high-net-worth clients including account opening, maintenance, and related tasks; monitor credit quality and margins.
• Participate in ad hoc projects and tasks assigned by management.

Skills

Client relationships

English & Chinese

Regulatory compliance

Cross-cultural communication

Portfolio analysis

Education

Bachelor's degree in Finance/Economics

Job description

• Assist Relationship Manager to manage key partner relationships to achieve business targets；
• Explore new business opportunities in order to company strategy；
• Building tight relationship with high-net-worth clients to complete team AUM and revenue target；
• Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile；
• Support marketing team to build high-net-worth activities based on the team resources；
• Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels
• Work on ad hoc projects and tasks assigned by management
  
  
  

Assist Relationship Manager to manage key partner relationships to achieve business targets；

Explore new business opportunities in order to company strategy；

Building tight relationship with high-net-worth clients to complete team AUM and revenue target；

Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile；

Support marketing team to build high-net-worth activities based on the team resources；

Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels

Work on ad hoc projects and tasks assigned by management

Requirements

Bachelor's degree or above, preferably in Finance, Economics, or a related field;

Excellent command of spoken and written English, Mandarin and Cantonese ;

High level of customer-centric mindset to deliver exceptional quality services for customers;

Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance

Fluent in Chinese and English, with solid reading, writing and cross-cultural collaboration skills

*Open to candidates graduating between January 2026 and August 2027.