Manager, Sales, Wealth Management
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Before you apply
LocationHong Kong
Work modeon-site
Typefull-time
SenioritySenior
Experience5+ yrs
Company size1,001–5,000 people
PostedMay 20, 2026 · 5mo ago
Verified live2d ago
May no longer be actively hiring
Posted by the company on May 20, 202658% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Degree or above in Economics, Finance, or related discipline
At least 5 years’ experience in wealth management, private banking, or securities brokerage
Established client base with proven track record in sourcing, onboarding, and growing relationships to increase AUM and revenue
Strong knowledge of global financial markets, investment products, and wealth planning strategies
Results driven, proactive, and able to perform under pressure in a fast paced environment
Excellent communication and relationship building skills with internal and external stakeholders
Fluent in English and Putonghua
High integrity, strong compliance awareness, and commitment to professional growth
Good command of written and spoken English, Cantonese and Mandarin
Structured products experience preferred
Cantonese is an advantage
About the role
Position Description
This position is responsible for independently expanding and managing client relationships, delivering a full spectrum of private wealth management services to External Asset Managers (EAMs) and Introducing Broker (IB) institutional clients. The role focuses on increasing AUM, driving revenue growth, and enhancing market presence through proactive business development and exceptional client service.
Responsibilities
Key Areas of Responsibilities
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Develop and maintain strong client relationships with EAM, IB, HNW and corporate clients to acquire new business and grow AUM.
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Provide execution services across equities, fixed income, OTC derivatives, mutual funds, alternative investments, and structured products.
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Identify and present new investment opportunities, review portfolios and post trade performance, and offer tailored ideas and market insights in collaboration with product teams.
•
Lead client onboarding, including KYC, CDD, AML reviews, and account opening; ensure compliance and timely updates of client profiles.
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Work closely with dealing, product, compliance, and IT teams to optimize workflows and support operational enhancements.
Requirements
Requirements
•
Degree or above in Economics, Finance, or related discipline, with at least 5 years’ experience in wealth management, private banking, or securities brokerage.
•
Established client base with proven track record in sourcing, onboarding, and growing relationships to increase AUM and revenue.
•
Strong knowledge of global financial markets, investment products, and wealth planning strategies (structured products experience preferred).
•
Results driven, proactive, and able to perform under pressure in a fast paced environment.
•
Excellent communication and relationship building skills with internal and external stakeholders.
•
Fluent in English and Putonghua; Cantonese is an advantage.
•
High integrity, strong compliance awareness, and commitment to professional growth.
•
Good command of written and spoken English, Cantonese and Mandarin
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