Chinese Private Wealth Management - Relationship Manager

PWM, Private Wealth Management, RM, Relationship Manager, HNW clients

Your new company

Our Shanghai based client is seeking a Private Wealth Management Consultant to join their overseas office in Hong Kong. With their strong existing client base, the Consultant will develop and deliver comprehensive wealth management services to high-net-worth individuals and their families. If you have a strong background in client facing roles and a passion for serving HNW clients, this is an exciting opportunity to make a significant impact on the growth and success of our client's private wealth management service.

Your new role

  • Customer Exploration: Coordinate and support business expansion teams, conduct initial screening of potential clients, and assess business synergy opportunities.
  • Customer Marketing and Business Expansion: Introduce services to HNW families, identify client needs, provide comprehensive guidance, manage client relationships, and contribute to the development of service content.
  • Collaboration with Family Stewards: Work with family stewards to synchronize client information, develop service plans, and facilitate ongoing service provision.
  • Feedback and Product Development: Summarize client characteristics and needs, provide regular feedback, and contribute to the improvement of product services.

What you'll need to succeed

  • Education and Experience: Bachelor's degree or higher, with 2 years+ of client facing experience in wealth management. Candidates with overseas family trust or family office experience are big plus.
  • Strong Skills: Excellent problem-solving skills, effective communication and coordination abilities, and proactive learning and analytical capabilities.
  • Adaptability and Resilience: Ability to handle pressure, willingness to travel, and a strong sense of teamwork and responsibility.
  • Market Knowledge: Familiarity with market dynamics, trends, and services related to capital markets, family succession, and asset management. Candidates with experience in Hong Kong, China, will be given priority consideration.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.



Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to Cherry Ho, the specialist consultant managing this position, located in Hong Kong
6604-06,66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: +85222307493

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