What Jobs are available for Private Wealth in Hong Kong?

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world

The Private Wealth team in Hong Kong covers Greater China and plays a critical role in expanding the firm's reach across private wealth channels. The team collaborates closely to deliver investment solutions and deepen relationships with private banks, family offices, and other platforms.

How You Will Add Value

Core Responsibilities

• You will cultivate and deepen relationships with existing distributors.
• You will identify potential distribution partners to increase market share.
• You will prioritise efforts for medium and long-term business growth.
• You will deliver AUM and sales targets across private wealth channels.
• You will monitor client structure, objectives, benchmarks, and holdings.
• You will provide market intelligence to guide strategy and product efforts.
• You will coordinate with teams to resolve client inquiries accurately.
• You will execute sales ideas and deliver tailored presentations.
• You will run sales campaigns and explore new markets and channels.
• You will work with regional team members to grow distribution footprint.
• You will handle RFPs, annual due diligence, and queries.
• You will partner with Marketing to promote branding and materials.
• You will monitor asset classes and competitors to position products.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Bachelor's degree in finance or related field.
• 8–12 years of sales/relevant experience in asset/private wealth management.
• Proven track record in business development.
• Familiarity with mutual funds and alternatives (private equity, real estate, credit).
• SFC License (Type 1) is required.

Technical Skills

• Strong knowledge of financial services and fund strategies.
• Proficient in Microsoft Word, Excel, PowerPoint.
• Chinese word processing skills.
• Solid understanding of market data tools (Bloomberg, Morningstar).

Soft Skills

• Excellent verbal and written communication.
• High personal and professional integrity.
• Strong relationship management and strategic selling skills.
• Ability to deliver compelling presentations.
• Able to multitask in fast-paced environments.
• Fluent in Cantonese and English; Mandarin is a plus.

Experience our welcoming culture and reach your professional and personal potential

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to

. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Private Wealth Advisor, reporting to Head of Private Wealth Advisory.

Principal responsibilities:

• Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
• Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
• Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
• Train up and raise the professionalism of frontline staff in insurance market information, product knowledge and portfolio review skills and technique.
• Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance/investment products

Requirements:

• University graduate
• Passes in the Insurance Intermediaries Qualifying Examinations
• Minimum of 6 years' experience in selling insurance, investment and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Job Responsibilities

1. Cultivate and maintain strong relationships with high-net-worth individuals, their families, family offices, and corporate clients.
2. Gain a deep understanding of clients' needs, offering professional asset allocation advice, providing exceptional post-investment services, and building long-term service partnerships.
3. Deliver expert investment consulting and advisory services to prospective clients to drive product sales and transactions.
4. Leverage unique resources to address clients' diverse financial requirements effectively.

Qualifications

1. Honest, humble, diligent, and committed to high moral standards.
2. Bachelor's degree or higher qualification.
3. Strong interest in the financial industry and wealth management.
4. Experience in retail or personal banking within the financial sector is preferred.
5. Knowledge of various financial market products.
6. Client-focused, sales-driven, and passionate about finance.
7. Hold relevant licenses such as SFC and/or HKMA.
8. Fluency in Mandarin, Cantonese, and English is advantageous.

Interested candidates please APPLY NOW or share your resume with Fiona MAN at Feel free to reach out for a friendly, confidential chat

A Career with Hang Seng Bank

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Private Wealth Advisor, reporting to Head of Private Wealth Advisory.

Principal responsibilities:

• Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
• Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
• Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
• Train up and raise the professionalism of frontline staff in insurance market information, product knowledge and portfolio review skills and technique.
• Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance/investment products

Requirements

• University graduate
• Passes in the Insurance Intermediaries Qualifying Examinations
• Minimum of 6 years' experience in selling insurance, investment and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

Main Responsibilities:

• The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios;
• Acquire High Net-Worth Clients & manage existing relationships;
• Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes;
• Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs;
• Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes;
• Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation;
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with our company;
• Responsible for complying with regulatory compliance as set out by relevant authorities.

Qualifications & Requirements:

• 2 year's relevant experience preferred;
• Previous client relationship management skill;s
• Solid product knowledge (eg, funds, equities, margin financing, insurance, structured product);
• Bachelor degree or above in business related major;
• Good communication skills and preferably strong Mandarin speaking and writing ability.

We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your present and expected salaries by clicking "Apply Now". 

For more information about Forthright Financial Holdings Company Limited, please visit  (link removed)

We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.

Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.

Responsibilities:

• Manage relationship and develop business with private wealth clients
• Provide professional services and recommendations on investment and trading
• Develop relationship with affiliated branches for business referral opportunities
• Roadshow our wealth management platform and value propositions
• Generate revenue from client investment activities
• Develop new business opportunities

Requirements:

• Bachelor Degree in Finance or Business Administration, or related disciplines
• At least 5 years of relevant experience in banking or other financial institutions is required; more experienced candidates can be considered senior positions
• Good knowledge of wealth management products and SFC licence required
• Able to work well with others as a team
• Chinese writing and Mandarin speaking is a must

Department:Wealth Management

Publish Time: 2025/09/28

Location:Hong Kong

Responsibilities

• Manage relationship and develop business with private wealth clients
• Provide professional services and recommendations on investment and trading
• Develop relationship with affiliated branches for business referral opportunities
• Roadshow our wealth management platform and value propositions
• Generate revenue from client investment activities
• Develop new business opportunities

Requirements

• Bachelor Degree in Finance or Business Administration, or related disciplines
• At least 5 years of relevant experience in banking or other financial institutions is required; more experienced candidates can be considered senior positions
• Good knowledge of wealth management products and SFC licence required
• Able to work well with others as a team
• Chinese writing and Mandarin speaking are a must

We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salaries and date of availability to Human Resources Department by clicking "APPLY NOW".

Further information about our group companies can be found at and

All applications will be treated in the strictest confidence and personal data collected will be used for recruitment purpose only.

Position Overview

The
Relationship Manager, Private Wealth & Family Office
will be responsible for acquiring, managing, and growing relationships with high-net-worth individuals, ultra-high-net-worth families, and family offices by providing independent investment advisory and comprehensive wealth management solutions. This role focuses on building deep, multi-generational client relationships while leveraging BLS Capital's platform to deliver tailored financial strategies and exceptional client service.

Responsibilities

• Acquire new high-net-worth individuals (HNWIs), ultra-high-net-worth families, and family offices to expand the firm's assets under management (AUM)
• Provide independent investment advisory, wealth structuring, and family office solutions tailored to complex client needs and objectives
• Act as a trusted advisor by delivering comprehensive wealth planning, portfolio management, succession planning, and risk management solutions
• Coordinate with internal investment professionals, tax specialists, and legal advisors to deliver integrated wealth management services
• Stay informed on market trends, alternative investments, tax regulations, and family office best practices to provide sophisticated advice
• Ensure compliance with relevant financial regulations, KYC/AML requirements, and internal policies throughout all client interactions
• Participate in business development activities, client events, and thought leadership initiatives to support firm growth and market positioning

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related discipline; advanced degree (MBA, Master's) is preferred
• Minimum 5-8 years of experience in private banking, private wealth management, family office services, or external asset management
• Proven track record of acquiring and managing high-net-worth clients with demonstrable AUM growth and client retention
• Strong knowledge of financial markets, alternative investments, wealth structuring, and regulatory requirements in Hong Kong
• Understanding of family office dynamics, succession planning, and multi-generational wealth transfer strategies
• Excellent communication, interpersonal, and negotiation skills with ability to build trust and rapport with sophisticated clients
• Ability to work independently in an entrepreneurial environment while collaborating effectively with internal teams and external advisors
• Relevant professional qualifications (CFA, CFP, CAIA, STEP) are highly advantageous
• Fluency in English and Cantonese; Mandarin proficiency is an advantage for serving Greater China families

Responsibilities & requirements:

• Conduct research, analysis, and regular updates on global market trends—including alternative investments such as private equity, hedge funds, private credit, and real assets—for advisors and clients.
• Prepare, review, and enhance investment materials (presentations, sales decks, product notes), ensuring accuracy and regulatory compliance.
• Provide product support and investment expertise in joint client meetings with advisors, helping address queries and explain sophisticated fund structures.

Serve as an internal subject matter expert for alternative fund solutions, supporting due diligence and facilitating advisor training and market education initiatives.
- Assist with product subscriptions, and transaction processes related to investment products, maintaining the highest standards of procedural and compliance checks.
- Collect and relay client/advisor feedback to the product and research teams for ongoing enhancement of platform offerings.
- Experience in handling High Net Worth (HNW) clients is a strong advantage, including understanding their complex financial needs, delivering personalized advisory, and managing high-touch relationships with discretion and professionalism.
- Excellent oral and written communication skills (English, Cantonese, Mandarin preferred).
- Proficient in Bloomberg, PowerPoint, Excel, and other major financial/office software suites.
- Collaborative, detail-oriented, and able to multi-task under pressure; confident in a client-facing, dynamic team environment.

Education:

• Bachelor / Master's Degree.
  
• Minimum of 5 years of relevant experience in banking, insurance and/or financial services
• Wealth Management qualifications would be beneficial.