Assistant Relationship Manager – UHNW Wealth Desk

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

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.