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Investment Consultant (IC)/Product Manager

FESCO Personnel HK Hong Kong
Full time Permanent On-site Competitive market package: base salary, discretionary bonus + long-term incentives.

About the job

Key Responsibilities

  1. Deliver tailored wealth management advisory to HNWI clients, covering asset allocation, wealth preservation and investment strategy implementation
  2. Nurture existing client relationships, conduct regular portfolio reviews to boost retention and wallet share
  3. Process client trade orders in strict compliance with SFC regulations; forward to trading desks or execute via authorized terminals
  4. Own full client onboarding lifecycle, including KYC/AML due diligence and compliance documentation
  5. Acquire new high-quality HNWI clients through referrals and networking to drive sustainable AUM growth
  6. Assist in new financial product rollout and match solutions to client risk profiles
  7. Collaborate with internal investment teams to track global market trends and regulatory updates

Requirements

  1. Mandatory: Valid SFC Type 1 and Type 4 licenses; SFC Type 9 license is a significant advantage
  2. In-depth knowledge of equities, fixed income, insurance and structured products
  3. Proven track record in fundraising, AUM growth and HNWI client acquisition; existing Hong Kong/Mainland client network preferred
  4. 6+ years of proven frontline sales/relationship management experience in licensed Hong Kong banks, securities firms or wealth institutions
  5. Self-motivated, results-oriented and able to thrive under pressure in a fast-paced environment
  6. Fluent in English, Cantonese and Mandarin (written and spoken)
  7. Willing to travel regularly to Mainland China for client meetings and business development

Keywords：Wealth Management Relationship Manager, Private Wealth Advisor, HNWI Client Manager, Private Banker, Securities Relationship Manager, Wealth Advisor Hong Kong, SFC Type 1 License, SFC Type 4 License, SFC Type 9 License, SFC Licensed Representative, Hong Kong Securities License, AUM Growth, Fund Raising, HNWI Client Acquisition, Client Portfolio Management, Wallet Share Expansion, Cross-selling, Business Development, Investment Advisory, Asset Allocation, Wealth Preservation