Relationship Manager HNW/UHNW Segment - China

Title: Relationship Manager HNW/UHNW Segment - China - Fuku

URL Source: https://apply.workable.com/j/289C464940

Markdown Content: 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.