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.