Senior Manager, Entrepreneur Office (Hong Kong), Wealth Management

About the role

CITIC CLSA is looking for a Senior Manager for its Entrepreneur Office in Hong Kong, within Wealth Management. The role aims to capture business opportunities in the ultra-high-net-worth (UHNW) segment by offering entrepreneurs and family offices a one-stop wealth management solution, meeting their immediate needs and long-term goals while building new UHNW relationships.

Key responsibilities

• Act as Relationship Manager to maintain good relationships with entrepreneurs and family offices in the UHNW segment.
• Acquire new client relationships and identify new business opportunities.
• Develop business for Entrepreneur Office HK clients, including account opening, CDD/KYC, product roadshows, project pitching, client visits in Greater China and ad-hoc projects.
• Provide wealth management products and services such as HK and overseas equities, fixed income, futures, commodities, cash solutions, diversified investment funds, third-party products, complex investment solutions and wealth planning, with regular portfolio reviews and market updates, targeting AUM growth and revenue.
• Take part in internal and external business development, discover new financial products and raise requests to the product team.
• Support the team in promoting the company's brand, product awareness and market share among clients.
• Handle ad-hoc projects as required.

Required profile

• Degree or above from a top university with 7+ years of experience in a sales role within wealth management or asset management; finance or related major preferred.
• CPA and/or FRM would be advantageous.
• Strong business network in Mainland and good connections with UHNW clients.
• Experience with entrepreneurs and family offices is ideal.
• Excellent communication skills, able to multi-task under pressure, with strong written and verbal presentation skills in English, Mandarin and Cantonese.