Senior Relationship Manager – Wealth Management

2 days ago


Hong Kong Island, Hong Kong SAR China Delftware Capital Management (HK) Limited Full time

Senior Relationship Manager – Wealth Management 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Delftware | Hong Kong Licensed Corporation (Type 1, 4 & 9) Delftware is a Hong Kong–based licensed corporation holding SFC Type 1, 4, and 9 licenses. We are authorised to conduct regulated activities under the Securities and Futures Commission (SFC) and are committed to delivering professional, client‑centric wealth management solutions. We foster an empowering, collaborative, and high‑performance environment where experienced wealth management professionals can further develop their careers. Our culture is grounded in integrity, innovation, and service excellence. Key Responsibilities Provide customised wealth management and investment solutions aligned with clients’ financial objectives. Leverage an existing client network to identify wealth planning needs and deliver value‑driven advisory services. Manage and grow clients’ investment portfolios through strategic asset allocation and holistic financial planning. Identify, develop, and capture new business opportunities to expand the client base. Build and maintain long‑term, trust‑based relationships with both existing and prospective clients. Participate in structured training programmes to enhance product knowledge, regulatory awareness, and advisory capabilities. Requirements Bachelor’s degree or above, preferably in a business‑related discipline. Minimum 3 years of experience in private banking, corporate banking, or financial services, with an established client base. (Candidates with a strong and demonstrable client portfolio will be prioritised.) Strong sales orientation with excellent interpersonal, communication, and presentation skills. Solid understanding of wealth management principles, investment products, and financial markets. Proficiency in spoken and written English and Chinese; competent in standard office applications. IANG / QMAS / TTPS visa holders are welcome. Final job title and compensation package will be determined based on experience and qualifications. What We Offer 15–20 days of annual leave MPF and Employees’ Compensation coverage Attractive and negotiable base salary with a competitive commission structure Comprehensive training and professional development programmes Access to a broad and competitive wealth management product platform Interested candidates are encouraged to apply directly via LinkedIn or contact us for a confidential discussion. Seniority level Mid‑Senior level Employment type Full‑time Referrals increase your chances of interviewing at Delftware Capital Management (HK) Limited by 2x Get notified about new Senior Relationship Manager jobs in Hong Kong SAR . #J-18808-Ljbffr



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