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At Paragon Capital Management, we empower every individual to reach their highest potential by providing them with a conducive environment for talent development. As a team member, you can look forward to working closely with our highly experienced and strategic team to deliver investment outcomes that we can all be proud of. You can also expect to be an integral part of our expansion plan.

We are expanding our operations to meet the demands of a rapidly evolving business environment. We are on the lookout for passionate, capable and driven team players to meet the growing needs of our clients and business. Whether you are just starting out your career or seasoned in your game, if you have what it takes, we are happy to talk to you. Up for the challenge? Get in touch with us.

Business Address

Suite 3302 West Tower, Cheung Kong Center II, 10 Harcourt Road, Central, Hong Kong

Contact Us

Email: [email protected]

Available Position
Client Advisor

Role Overview 

We are seeking a Client Advisor to join our team in Hong Kong. The ideal candidate will bring a strong network of HNWI or family office relationships and the ability to provide holistic investment advice within an independent, client-first framework. This is a high-touch, high-trust role that values relationship depth over sales volume.  

This brief also welcomes candidates currently based outside Hong Kong who are considering a return or relocation to Hong Kong. Regional experience, cultural familiarity, and readiness to transition into the Hong Kong regulatory and client environment are strong advantages. 

 

Ideal Candidate Profile 

  • Experience: 5-10+ years in private banking, external asset management, or family office advisory 
  • Regulatory: Licensed or eligible to be licensed under SFC Type 4 and Type 9  

 

Client Base 

Demonstrated track record managing and growing HNWI / UHNWI relationships 

  • Advisory Approach: Strong investment acumen across asset classes, with a consultative, portfolio-based mindset 
  • Languages: Fluent in English and either Cantonese or Mandarin; written Chinese a plus 

 

Key Attributes

  • Entrepreneurial and discreet 
  • Comfortable in a lean, non-hierarchical team 
  • Motivated by client alignment rather than product targets 
  • Committed to building long-term trust-based relationships 

 

Compensation

Competitive performance-linked revenue-sharing model. Designed to reward sustainable client development and retention. 

Chief Commercial Officer

Location: Singapore / Hong Kong
Reporting To: Group CEO
PCMHK Licences: Type 4 (Advising on Securities) & Type 9 (Asset Management) – SFC
PCMS Licence: Capital Market Service License (CMS) – MAS
Engagement Type: Fee-Sharing Arrangement

Role Summary and Key Responsibilities

The CCO is responsible for expanding the firm’s client base and advisory network, driving AUM growth, and supporting the firm’s strategic development in Hong Kong and the region. The role suits an entrepreneurial professional with strong origination capabilities and a proven network in private banking or wealth management. His/her responsibilities include:

  • Client Acquisition & Relationship Management: Source, onboard, and service high-net-worth and institutional clients under the firm’s Type 4&9, and CMS licences maintain long-term client relationships through consistent engagement and portfolio reviews.
  • Advisor Recruitment & Integration: Identify and recruit qualified advisors/relationship managers to join the firm’s independent asset-management platform; support onboarding, training, and compliance alignment.
  • Business Growth & Strategic Initiatives: Execute business-development plans to grow AUM and revenue; build partnerships with banks, EAMs, family offices, and professional intermediaries; represent the firm at industry events to strengthen brand visibility.
  • Internal Collaboration: Work closely with investment, operations, and compliance teams to ensure efficient onboarding and high-quality client service; share market insights and business feedback with management.
  • Regulatory Compliance: Adhere to all SFC and internal compliance requirements, including KYC/AML, product suitability, and record-keeping standards.

 

Qualifications & Experience

The candidate should ideally possess:

  • Bachelor’s degree in Finance, Economics, or related discipline (Master’s preferred).
  • 8–10 years’ experience in private banking, EAM, or wealth management with proven business-origination results.
  • Strong understanding of investment products, portfolio construction, and SFC regulatory framework.
  • Established client and advisor network in Hong Kong and the region.
  • Fluent in English and Cantonese; Mandarin an advantage.

 

Remuneration

This position operates under a fee-sharing remuneration model, with earnings tied to origination performance, AUM growth, and successful recruitment of qualified advisors.