Relationship Manager HNW/UHNW Segment - China

Relationship Manager (HNW/UHNW Segment - China)

Role Overview
Our client is a family office platform focused on serving High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients from China.
We are seeking a commercially driven and client-centric professional with established access to HNW/UHNW networks in China.
This role will be responsible for driving client acquisition and managing long-term client relationships.
You will act as a trusted advisor, delivering bespoke cross-border solutions spanning wealth management, lifestyle services, and global opportunities.

Key Responsibilities

Client Acquisition & Origination
- Originate and onboard HNW/UHNW clients from China through existing networks, referrals, and strategic business development.
- Leverage prior client relationships in Private Banking, Offshore Wealth, Family Office, or the Luxury ecosystem.
- Build and scale a sustainable high-value client portfolio.

Relationship Management
- Manage and deepen long-term relationships with a portfolio of private clients.
- Conduct holistic client discovery covering wealth objectives, lifestyle needs, and global exposure.
- Deliver high-touch, bespoke client engagement aligned with UHNW expectations.

Cross-border Advisory
- Advise clients on global asset allocation, cross-border structuring, and lifestyle solutions.
- Partner with internal specialists (investment, product, platform) to deliver tailored solutions.
- Act as a key interface between Chinese clients and international resources.

Commercial Ownership & Growth
- Own client revenue generation and portfolio performance.
- Drive Assets Under Management (AUM) growth, client conversion, and monetization.
- Contribute to the expansion of Chinese client segment.

Requirements
Relevant experience in:
- Private Banking / Offshore Wealth Management
- Family Office / Asset Management
- High-end Insurance / Immigration / Luxury Client Advisory
- Proven access to HNW/UHNW client network from China.
- Strong origination capability with a clear hunter mindset.
- Solid understanding of cross-border client needs, including wealth structuring, global mobility, and lifestyle solutions.
- Strong interpersonal skills with the ability to engage sophisticated clients.
- Fluent in Mandarin and English.