Senior Relationship Manager

Company Description: Avenue Family Office (AFOL) is a globally recognized multi-family office providing comprehensive wealth management solutions for ultra-high-net-worth families. Backed by more than 20 years of banking and wealth management experience, the team combines independence, deep industry expertise, and strategic alliances with leading institutions to optimize portfolios across asset classes. As part of Avenue Financial Group, an independent asset manager founded in 2015 and headquartered in Hong Kong, AFOL benefits from cross-border capabilities in Singapore, Tokyo, and Shenzhen. The Group operates under strict regulatory licenses from the Hong Kong Securities and Futures Commission and the Monetary Authority of Singapore, enabling seamless service across major Asian financial markets. This strong regulatory foundation supports a culture of integrity, transparency, and fiduciary responsibility while safeguarding and growing intergenerational wealth.

Key Responsibilities

• Acquire, develop, and retain HNWI/UHNW client relationships through bespoke wealth solutions
• Conduct comprehensive financial needs analysis and coordinate multi-asset, cross-border planning
• Lead end-to-end client onboarding, portfolio reviews, and ongoing advisory delivery
• Partner with investment, legal, tax, and fiduciary specialists to execute complex mandates
• Ensure strict adherence to compliance, risk management, and regulatory standards
• Represent the office at industry forums and client networking events

Qualifications

• 8+ years of wealth management experience within licensed financial institutions
• Demonstrated career stability: no inter-bank job transfers in the past 3 years
• Holder of MAS-certified qualifications (CMS/CMFAS); CFA or CFP certification preferred
• Proven track record serving HNWI clients with complex wealth, trust, or succession needs
• Strong professional network across Greater China/Asia wealth ecosystem
• Fluent in English and Chinese (Mandarin/Cantonese); exceptional communication and negotiation skills

What We Offer

• Performance-driven bonus & AUM incentives
• Direct partnership model with institutional-grade advisory & execution support
• Clear progression path to Senior RM / Partner level
• Premium benefits, continuous professional development, and flexible work arrangements