Asset Management Consultant

Role Overview:

As a Client Advisor, you will own the full end-to-end client lifecycle — from proactive business development within the Chinese HNW network to seamless onboarding, tailored portfolio solutions, and ongoing relationship management. You will represent Blackhorn at high-profile industry events while working closely with our investment, product, and compliance teams to deliver institutional-grade service on a personal level. This is a high-impact role for a results-driven professional who combines strong financial acumen with exceptional interpersonal and networking skills.

Key Responsibilities:

Drive new business development targeting Chinese HNW prospects (listed-company shareholders, tech founders/executives, emerging-industry wealth holders) across Greater China; manage the full funnel from needs discovery to funding/onboarding.

Conduct in-depth client profiling (asset structure, family governance, trust setups, tax & succession planning, risk/liquidity preferences) to design bespoke allocation frameworks and communication strategies.

Collaborate with investment research, product, and compliance teams to prepare and iterate high-quality pre-investment materials, risk disclosures, due-diligence checklists, and investor suitability assessments.

Lead brand visibility and community engagement: represent Blackhorn at summits, high-end forums, investor dinners, and private events to generate high-quality leads within Chinese HNW circles.

Maintain structured client communication cadence — pre-, during-, and post-investment updates, market commentary, and portfolio reviews — to build long-term trust and drive reinvestment.

Contribute to AUM growth targets while ensuring full regulatory compliance and exceptional client experience.

Requirements:

Proven HNW/Relationship Management Experience: Minimum 1–3 years in business development, investor relations, or client advisory within wealth management, private banking, or family office (experience serving Chinese HNW clients is a must).

Strong Financial & Analytical Background: Solid understanding of investments, structured products, ESG, or quantitative finance; experience with data pipelines, API integration, or research analytics is highly valued.

Education: Master’s degree (or above) in Finance, Fintech, Economics, or related quantitative field from a top-tier university.

Language & Cultural Fluency: Native Mandarin + fluent English (comfortable engaging with native English speakers and international teams).

Network & Presence: Established or demonstrable access to Chinese HNW networks (entrepreneurs, listed-company shareholders, emerging-industry leaders). Charismatic communicator with strong personal brand or event/networking track record.

Regulatory & Professional: SFC licensing (or willingness to obtain) and clean compliance record. High integrity, attention to detail, and client-first mindset.

Preferred Attributes

Experience in OTC derivatives or structured product workflows. Active in professional or social circles (e.g., industry forums, alumni networks, content creation). Entrepreneurial spirit and proven track record of converting relationships into funded AUM.

What We Offer-

Competitive base salary + attractive performance-based commission tied to AUM growth and client satisfaction.

Opportunity to work directly with co-founders and an experienced team of ex-UBS/Morgan Stanley professionals.

Fast-track career progression in a fast-growing independent EAM/MFO.

Access to best-in-class investment platforms and global product partnerships.

Dynamic, entrepreneurial culture in Hong Kong — the perfect gateway to Greater China wealth.