Join Us

At EverCrest Capital, our biggest asset is our team. We are not only partners working closely together but also friends striving side by side.

If you have passion with your work, take responsibility to the clients you serve, and hold insight into investing, please join us.

The Relationship Manager role will be expected to:

  • Actively identify prospects, establish contact with them, and perform acquisition of high-net-worth clients in the key markets of the region;
  • Effectively manage client relationships through investment management, wealth planning, and other related advising;
  • Develop investment and asset allocation strategies for clients, communicate the risk involved with various investment strategies with clients, and keep close monitoring on the investment portfolios
  • Provide tailored solutions that address clients’ investment, risk management, and financing/liquidity needs;
  • Function as the primary client contacts for account management and portfolio management;
  • Understand clients’ background, gather information, and drive the know-your-customer due diligence as the first line of defense, to fulfil related compliance for facilitating account opening and internal requirements;
  • Leverage firm’s platform to fulfill client needs to achieve the one-stop service goal.


  • Minimum 7 years of private banking experience in the targeted region, being in a relationship manager role or equivalent capacity managing HNW/UHNW clients;
  • Abundant and proven experience in Private Banking, and demonstrated track record in asset growth, relationship selling, and revenue generating;
  • Extensive market connections and thorough understanding of the market landscape, macro regulatory environment, and culture of the targeted market;
  • Strong product knowledge in wealth management, including financial instruments, insurance products, and family trusts;
  • Client servicing oriented work ethic and problem-solving mentality;
  • Interests in the financial markets;
  • Attention to details, ability to work in a collaborative environment, and sense of responsibility.
Please send your CV to:

The Investment Counsellor role will be expected to:

  • Partner with Relationship Managers to provide holistic and bespoke investment solutions on capital market products to priority clients;
  • Function as one of the primary client contacts (in partnership with the Relationship Manger team), including investment product recommending, trade execution, and client portfolio monitoring;
  • Possess profound knowledge across multiple asset classes including Equities, Fixed Income, FX, Funds, Derivatives, Structured Products and Alternative Investments;
  • Have experiences in implementing and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas;
  • Develop and maintain database on client investment positions and closely monitor them on a daily basis;
  • Form a team with Relationship Managers to pitch prospect clients for new businesses.


  • Bachelor’s degree with minimum 3-5 years’ experience in investment counselling and research (preferably gained from large financial institutions);
  • Fluent in Chinese (Mandarin & Cantonese) and English, both written and spoken;
  • Excellent skills in Excel and PowerPoint, programming is a plus;
  • Ability to work under pressure and in challenging conditions;
  • Passionate about the financial markets;
  • Attention to details, ability to work in a collaborative environment, and sense of responsibility.
Please send your CV to:

Responsibilities and Requirements:

  • 3-5 years’ experience in Private Banking or Wealth Management Division in a brokerage firm serving HNWIs
  • Good knowledge in financial instruments and products (bonds, equities, funds, derivatives, and structured products)
  • Real hands-on experience with clients including trade execution, product suitability testing, funding in and out, and loans
  • Familiar with account opening procedures and KYC requirements in the private banks and brokerage firms
  • Interests in the financial markets
  • Attention to details and sense of responsibility
  • Fluent Mandarin, reading and writing in English, Cantonese is a plus
  • Location: Hong Kong
  • Responsibility: Account opening and maintenance, trade execution (stocks, bonds, funds, structured products), product quotation, trade blotter compiling, and client portfolio management
Please send your CV to: