Junior Relationship Manager

Experience: 3–5 Years in Wealth Management, Private Banking, or EAM.

Location: Hong Kong - Central; On-site role

1. Core Responsibilities

• High-Touch Relationship Management: Act as a primary or supporting point of contact for High-Net-Worth (HNW) families and individuals. You will attend client meetings to understand their evolving multi-generational needs, from liquidity to succession planning. You will manage your own book and assist the senior relationship managers
• Bespoke Advisory: Support senior advisors in crafting tailored investment proposals.
• Operational Liaison: Coordinate with external partners like private banks, custodian platforms (HK/Singapore/USA), trustees, tax advisors, and legal counsel to execute complex wealth structures.
• Compliance & KYC: Handle end-to-end client onboarding and periodic KYC reviews, ensuring strict adherence to SFC regulations and AML policies.

2. Required Skills & Qualifications

• Education: Bachelor’s degree in finance, Economics, or a related field.
• Licensing: Must hold (or be eligible for) SFC Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) licenses. CFP designations are highly preferred. CFA is also definitely a plus.
• Market Knowledge: Strong understanding of private wealth products, tax and wealth planning ideally with a specialisation on Taiwan and Mainland China market.
• Discretion: Exceptional judgment when handling sensitive, confidential family data.
• Adaptability: we are looking for a "roll-up-your-sleeves" attitude focusing on the client needs and showing availability
• Long-Term Vision: A focus on building multi-generational trust rather than short terms objectives.
• Preferred Languages: Native-level fluency in English, Cantonese and Mandarin.
• Tech Savvy: High proficiency in Excel for financial modelling

Learn more about us: www.leowealth.global