Relationship Manager (Family Office - EAM)

We are hiring! 客戶經理 / Relationship Manager (Family Office - EAM) Cosmos One Capital Limited is an SFC-licensed External Asset Management company (EAM) specializing in providing customized wealth management, cross-border asset allocation, and family office solutions for ultra-high-net-worth individuals and family offices. We are committed to helping clients achieve their asset preservation and global wealth goals and are currently in a phase of rapid growth, inviting outstanding talent to join us. Position Highlights - Directly serving high-net-worth clients and family offices, and participating in high-end wealth management projects - Hong Kong Central office, international professional environment - Rapid growth opportunities to help you develop your career in the family office field Key Responsibilities - Responsible for maintaining and developing relationships with existing and potential high-net-worth clients, and providing personalized wealth management consulting services - Assist clients with solutions for cross-border asset allocation, family trusts, and portfolio optimization - Follow up on client needs and coordinate with internal teams (investment research, compliance, operations) to deliver high-quality services - Participate in marketing activities, industry summits, and client's events to expand your business network - Ensure all services comply with SFC regulatory requirements and AML/KYC standards Qualifications and Requirements - Bachelor's degree or above, with preference given to candidates majoring in finance, economics, business or related fields - 2+ years of client service experience in private banking, wealth management, family office, or EAM related fields. - Candidates familiar with Hong Kong and cross-border wealth management products and with in-depth knowledge of family office business will be given priority - Excellent communication skills, fluent in Mandarin, Cantonese and English (those with strong bilingual abilities will be given priority) - Candidates holding relevant licenses (such as SFC Type 1/4/9) or who are willing to take the license exams will be given priority - Strong customer service awareness, professional ethics and teamwork spirit If you are a passionate, professional, and client-centric wealth management expert, you are welcome to join us and work together to help high-net-worth families achieve their long-term wealth goals! Apply Now! Please share your resume to us by clicking “Easy Apply” or email to hr@cosonecap.com, with the email subject line "Relationship Manager Application - [Your Name]". We will contact suitable candidates as soon as possible. ----------------------------------------------------------------------------------------------------------- 宏銘資本（Cosmos One Capital Limited）是一家 SFC 持牌外部資產管理公司（EAM），專注為超高淨值人士和家族辦公室提供客製化財富管理、跨境資產配置及家族辦公室解決方案。我們致力協助客戶實現資產保全與全球財富目標，目前正處於快速發展階段，誠邀優秀人才加入。 職位亮點 - 直接服務高淨值客戶與家族辦公室，參與高端財富管理項目 - 香港中環辦公，國際化專業環境 - 快速成長機會，助您在家族辦公室領域深耕發展 主要職責 - 負責現有及潛在高淨值客戶的關係維護與開發，提供個人化財富管理諮詢服務 - 協助客戶進行跨境資產配置、家族信託、投資組合優化等解決方案 - 跟進客戶需求，協調內部團隊（投資研究、合規、營運）交付優質服務 - 參與市場推廣活動、行業峰會及客戶活動，拓展業務網絡 - 確保所有服務符合 SFC 監管要求及 AML/KYC 標準 任職要求 - 大學本科及以上學歷，金融、經濟、商業或相關專業優先 - 2年以上私人銀行、財富管理、家族辦公室或 EAM 相關客戶服務經驗 - 熟悉香港及跨境財富管理產品，對家族辦公室業務有深入了解者優先 - 優秀的溝通能力，能熟練使用普通話、粵語及英語（中英雙語能力強者優先） - 持有相關牌照（如 SFC Type 1/4/9）或有意願考取者優先 - 強烈的客戶服務意識、職業操守及團隊合作精神 如果您是一位熱情、專業、以客戶為中心的財富管理專家，歡迎加入我們，一起助力高淨值家族實現長期財富目標！ 立即申請！ 請按「職位申請」或將您的中英文履歷發送至 hr@cosonecap.com，郵件標題註明「客戶經理申請 - [您的姓名]」。我們會盡快與合適候選人聯繫。