Client Advisory Manager – Private Wealth

The Role

•The Client Advisory Manager is a pivotal frontline role designed for professionals with a proven track record in client engagement.

•This position places you directly at the intersection of sophisticated financial strategy and high-level client advisory.

•You will work autonomously while collaborating with expert teams to manage and grow a premium client portfolio.

•The role is highly focused on relationship building and strategic advisory, allowing you to focus on client interaction rather than back-office analysis.

Your Responsibilities

•UHNW Client Engagement: Actively manage and expand relationships with a portfolio of VIP, HNW, and UHNW clients through in-depth consultations.

•Strategic Wealth Advisory: Build enduring, trusted relationships by advising clients on holistic wealth planning, investment strategies, family governance, and succession planning.

•Business Development: Proactively identify new business opportunities and leverage your industry experience to onboard prominent families and high-net-worth individuals.

•Bespoke Portfolio Analysis: Maintain a sophisticated understanding of tailored portfolio management to ensure all advisory services align with your clients' specific risk profiles.

What We Are Looking For

•Professional Experience: 3 to 5 years of relevant experience in financial services, wealth management, client advisory, or relationship management, experience in other industry will be considered

•Interpersonal Skills: Exceptional communication, high emotional intelligence (EQ), and the discretion to engage UHNW individuals professionally.

•Ambition and Drive: A proactive, entrepreneurial mindset with a genuine desire to make a significant impact in a bespoke, client-centric environment.

•Licensing: Specific financial licenses are not a prerequisite for application, as we value experience and relationship management skills above all.

•Logistical Requirements: Must be available for in-person interviews in Hong Kong.

•Work Eligibility: A valid right to work in Hong Kong is strictly required for this position.

Why Join the company?

•Step into a highly rewarding career path offering unparalleled exposure to the exclusive family office and UHNW wealth management industry.

•Receive a highly competitive compensation package designed to reward success and performance.

•Gain access to ongoing professional development and resources designed to fast-track your career as a trusted senior advisor.

How to Apply

•If you are an experienced professional ready to elevate your career and build a lasting impact in the wealth management industry, please submit your updated resume and a brief cover letter via the application link below.