ACCOUNT RELATIONSHIP MANAGER / ASST ACCOUNT RELATIONSHIP MANAGER (35K-55K) - multi - family office / wealth management / UHNW / financial services

公司簡介

Hong Kong - Shenzhen - Guangzhou - Shanghai - Beijing

JPC Texson Ltd, established since 1990, is a Hong Kong and China licensed Employment Consulting firm, specializes in Headhunting and Recruiting Services for companies in Hong Kong and China. We have offices in Hong Kong, Shenzhen, Guangzhou, Shanghai and Beijing.

Company Overview

We are a well-established multi-family office serving ultra-high-net-worth families with bespoke wealth management and advisory solutions.
Built on a strong foundation in private banking and investment services, our team combines over 20 years of experience with a highly disciplined, client-centric approach to wealth preservation, growth, and intergenerational planning.
Our platform is designed for families who value discretion, long-term partnership, and thoughtful execution across the full spectrum of wealth needs. We support clients with tailored investment solutions across asset classes, together with services related to family governance, succession planning, wealth structuring, and cross-border coordination.
With a strong emphasis on professionalism, trust, and excellence, we provide an environment where talented finance professionals can build meaningful careers in the family office space.

Role Mission

To deliver high-quality client servicing and operational support to Senior Relationship Managers/Directors, ensuring seamless execution of investment and onboarding processes while upholding the highest standards of responsiveness, accuracy, and confidentiality.

Role Summary

Reporting to the Head of Business Development, you will work closely with senior Relationship Managers/Directors in managing ultra-high-net-worth client relationships.
The role covers client servicing, KYC onboarding, quotation preparation, trade execution, post-trade coordination, and ongoing administrative support, with a strong focus on precision and client experience.

Job Description

Support Senior Relationship Managers/Directors in servicing ultra-high-net-worth families and responding to day-to-day client needs.
Prepare accurate quotations and assist with the execution of trade orders across equities, bonds, structured products, funds, and other investment instruments.
Coordinate client onboarding, including KYC/AML documentation, account opening, and account maintenance.
Ensure smooth handling of post-trade follow-up, client requests, and operational enquiries.
Maintain strong working knowledge of financial products and be able to explain product features, suitability, and key considerations in a clear and professional manner.
Liaise with internal stakeholders to ensure timely processing of client instructions and transaction-related matters.
Maintain CRM records, support client reporting, and track follow-up items to ensure service excellence.
Assist in the preparation and coordination of client meetings, family events, investment briefings, and advisory sessions.
Ensure all work is completed in compliance with internal policies and relevant Hong Kong regulatory requirements.

Ideal Candidate

Bachelor’s degree in Finance, Business, Law, Economics, or a related discipline.
2 to 4 years of experience in family office, private banking, wealth management, or a related client servicing role.
Candidates with experience in brokerage firms supporting Relationship Managers/Directors in KYC onboarding, quotation preparation, and trade execution, will also be considered.
Solid knowledge of financial products, including equities, bonds, structured products, and funds.
Familiarity with trust structures, cross-border wealth planning, and Hong Kong compliance requirements is an advantage.
High level of integrity, professionalism, and discretion is required.
Fluent in English and Chinese, including Cantonese and Mandarin.
Proficient in MS Office and CRM systems.

Why Join Us

Direct exposure to ultra-high-net-worth families and multi-disciplinary advisory teams.
Clear and structured career path in a flat management structure.
Collaborative, professional, and client-centric working environment.
Continuous professional development opportunities.

TO APPLY for this job or similar jobs :

Please email your CV with salary expected to 立即應徵

JPC Recruiting Services was established in 1990 and is a Hong Kong–based recruitment firm providing general recruitment and executive search services.
JPC Recruiting Services 於 1990 年成立，是一家總部設於香港的專業招聘公司，提供招聘及獵頭服務。

All personal data collected from job applicants will be used strictly for recruitment purposes only. Your privacy is fully protected, and your personal information will not be disclosed, leased, or sold to any third party.
本公司所收集的求職者個人資料僅作招聘用途。閣下的私隱將獲得嚴格保障，個人資料絕不會被披露、出租或出售予任何第三方。

應徵方法

Thank you for your application. Please email us if you have any question.

職位詳情

工作經驗: 2年 – 15年或以上
學歷: 學士
行業: 金融服務 / 投資 / 證券
職能: 法律 / 專業服務 > 律師 / 法律服務, 銀行 / 金融 > 客戶 / 關係管理, 銀行 / 金融 > 私人銀行 / 財富管理
地區: 香港境內
僱用類型: 全職
福利: Competitive pay, MPF
發佈日期: 2026年7月31日

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