Location: Hong Kong
Reporting To: CEO / Chief Investment Officer / Chief Commercial Officer
PCMHK Licences: Type 4 (Advising on Securities) and Type 9 (Asset Management) – SFC
Engagement Type: Fee-Sharing Arrangement
Role Summary and Key Responsibilities
The Client Advisor is responsible for originating, advising, and managing relationships with high‑net‑worth individuals, family offices and institutional clients in Hong Kong and the region. This role is designed for experienced advisors who value an independent, client‑centric, and fee‑only asset management platform focused on long‑term value creation.
The role combines relationship and investment management, supported by a dedicated investment, operations, and compliance infrastructure.
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 and onboard high-net-worth individuals, family offices and institutional clients, serving as the primary relationship manager throughout the client lifecycle. The role involves building and maintaining long‑term, trust‑based client relationships through regular engagement, portfolio reviews, and consistent communication, ensuring that client objectives, risk profiles, and expectations remain clearly understood and well served over time.
- Advisory & Investment Support: Advise clients on discretionary portfolios in accordance with their investment objectives and risk tolerance, clearly articulating the firm’s investment philosophy, portfolio positioning, and performance outcomes. Working closely with the investment support team, the advisor will ensure disciplined execution of strategies while delivering high standards of advisory quality, transparency, and professionalism in all client interactions.
- Business Growth: Contribute directly to the firm’s asset growth by sourcing new client relationships and deepening existing ones, leveraging networks across private banks, EAMs, family offices, and professional intermediaries. The Client Advisor will represent the firm in client meetings and selected industry engagements, supporting brand visibility and reinforcing the firm’s positioning as a trusted, long‑term investment partner in Hong Kong.
- 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 regulatory and internal compliance requirements, including KYC/AML, product suitability, and record-keeping standards.
Qualifications and Experience
The candidate should ideally possess:
- Bachelor’s degree in Finance, Economics, Business, or related discipline.
- 5 – 10 years’ experience in private banking, asset management, or wealth management with proven client origination results.
- Strong understanding of investment products, portfolio construction, and risk management.
- Established client network in Hong Kong and the broader Asian region.
- Familiarity with SFC and/or MAS regulatory frameworks
- Strong interpersonal, communication, and relationship-management skills.
- Fluent in English; Mandarin and/or Cantonese is an advantage depending on market coverage.
Remuneration
This position operates under a fee-sharing remuneration model, with earnings tied to client origination and overall assets under management.
Why Join Us
Paragon Capital Management offers a true alignment‑of‑interest model through a fee‑only, AUM‑based structure with no product commissions, supported by an institutional‑grade investment and risk management platform. Client Advisors benefit from entrepreneurial freedom to build and grow their own advisory practice within a strong regulatory and operational framework, while operating in a genuinely client‑centric culture focused on long‑term value creation rather than short‑term transactions.