Assistant Relationship Manager

Avenue Family Office Limited; Hong Kong; On-site; HKD 420,000 - 650,000; Full time

Job summary

Avenue Family Office Limited is seeking an Assistant Relationship Manager to join our team in Hong Kong. You will support senior Relationship Managers in servicing multi-family clients, executing wealth solutions, and maintaining precise client records.

Responsibilities include client onboarding, KYC/AML compliance, reporting, and coordinating client events to strengthen loyalty. Fluency in English and Chinese is required, with 2–4 years in private banking or wealth management preferred.

Qualifications

• Bachelor’s degree in Finance, Business, Law, or related field is required.
• Strong client-service mindset with UHNW experience is preferred.
• Excellent communication and organisational skills are essential.

Responsibilities

• Support senior Relationship Managers in servicing multi-family clients and executing tailored wealth solutions.
• Prepare accurate quotations for investment products and process trade orders.
• Onboard clients end-to-end, including KYC/AML documentation and regulatory reporting.

Skills

Client communication

Organized

Detail-oriented

Bilingual English/Chinese

Education

Bachelor’s degree in Finance, Business, Law, or related field

Tools

MS Office

CRM platforms

Job description

About the role

We are seeking an enthusiastic and driven Assistant Relationship Manager to join our dedicated team at Avenue Family Office Limited. In this full-time role, you will provide exceptional client service and support to our high-net-worth clients and the Relationship Manager.

Key Responsibilities

Client Service & Wealth Execution

Support senior RMs in servicing multi-family clients, executing tailored wealth solutions (e.g., portfolio rebalancing, succession planning).

Client Services Operations: Prepare accurate, timely quotations for investment products (equities, bonds, structured products, etc.), execute trade orders (equities, fixed income, derivatives) in line with client mandates, and resolve post-trade inquiries.

Develop working knowledge of core financial instruments: Equities (blue-chip, ESG-focused), Bonds (government, corporate, high-yield), and Structured Products (autocallables, principal-protected notes) to explain features, risks, and suitability to clients.

Onboarding & Compliance

Manage end-to-end client onboarding, including KYC/AML documentation, account administration, and regulatory reporting.

Ensure strict adherence to internal controls and Hong Kong’s regulatory requirements (e.g., SFC guidelines).

Relationship & Operational Excellence

Maintain CRM systems, prepare client reports (portfolio performance, market updates), and track deliverables to ensure no detail is overlooked.

Assist in organizing client events (e.g., family governance workshops, investment seminars), family meetings, and advisory sessions to strengthen client loyalty.

What we're looking for

Bachelor’s degree in Finance, Business, Law, or a related field

2-4 years in private banking, wealth management, or family office services

Working knowledge of trust structures, cross-border planning, and HK compliance standards

Fluent in English and Chinese (Mandarin/Cantonese)

Highly organized, detail-oriented, and skilled in client communication

Proficient in MS Office and CRM platforms

What we offer

Competitive salary + performance bonus

Direct exposure to UHNW families and multi-disciplinary advisory teams

Structured career path in a collaborative, client-centric environment

Comprehensive benefits & continuous professional development

Avenue Family Office (AFOL) is a globally recognized multi-family office providing comprehensive wealth management solutions for ultra-high-net-worth individuals.

Our team of seasoned financial professionals brings over 20 years of banking and wealth management expertise. Combining independence, deep industry knowledge, and strategic alliances with leading institutions, we optimize investment portfolios across asset classes to align with clients’ long-term objectives.

At Avenue, stewardship is more than a service- it's a commitment to safeguarding intergenerational wealth and empowering families in global markets.

Avenue Family Office (AFOL) is a globally recognized multi-family office providing comprehensive wealth management solutions for ultra-high-net-worth individuals.

Our team of seasoned financial professionals brings over 20 years of banking and wealth management expertise. Combining independence, deep industry knowledge, and strategic alliances with leading institutions, we optimize investment portfolios across asset classes to align with clients’ long-term objectives.

At Avenue, stewardship is more than a service- it's a commitment to safeguarding intergenerational wealth and empowering families in global markets.

What can I earn as an Assistant Relationship Manager