Operations Manager / Business Manager

Charterhouse Hong Kong; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

Charterhouse Hong Kong is seeking an experienced Business Manager / Operations Manager to oversee the Hong Kong office, support client onboarding, and coordinate day-to-day operations in a lean wealth management setting. You will work closely with Compliance, Legal, and wealth advisory teams to ensure smooth processes and governance.

Ideal candidates have 8+ years in operations or onboarding within financial services, with private banking, family office, or asset management exposure.

Qualifications

• Degree holder preferred.
• 8+ years of experience in operations, client onboarding, client services, office management, business management, or administration within financial services.
• Prior experience in private banking, wealth management, family office, external asset manager (EAM), or asset management environments is highly preferred.
• Strong knowledge of client onboarding processes, KYC, AML, account opening documentation, and operational controls.
• Experience working with HNW/UHNW client structures including individuals, corporations, trusts, family offices, partnerships, foundations, and investment vehicles would be advantageous.
• Proven ability to manage multiple stakeholders across Business, Compliance, Legal, Operations, and external vendors.
• Strong organizational, communication, and problem-solving skills.
• Hands-on, proactive, and comfortable working within a lean and dynamic organization.
• Fluent English and Cantonese required; Mandarin is an advantage.

Responsibilities

• Manage the daily operations and administration of the Hong Kong office.
• Oversee office facilities, procurement, vendor management, and service providers.
• Coordinate client onboarding, account opening documentation, KYC reviews, and client record maintenance.
• Ensure proper filing and documentation management in accordance with internal and regulatory requirements.
• Liaise with Compliance, Legal, and external partners on operational and onboarding matters.
• Coordinate with external marketing and advertising agencies on corporate materials and branding initiatives.
• Manage relationships with event vendors, souvenir suppliers, designers, and other third-party service providers.
• Support management on business projects, process improvements, and operational initiatives.
• Assist with client events, seminars, and corporate activities.
• Provide administrative and operational support to senior management and wealth advisory teams.

Skills

Operations management

Client onboarding

KYC/AML

Stakeholder management

Multilingual English Cantonese

Education

Bachelor's degree

Tools

Office 365

CRM systems

Job description

Our client is a reputable and fast-growing independent wealth management firm serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. They are seeking an experienced Business Manager / Operations Manager to oversee the firm's day-to-day operations and administrative functions while supporting client onboarding, business operations, marketing coordination, and vendor management.

This role is ideal for candidates with experience gained within private banking, wealth management, family office, asset management, or financial services environments, particularly those with exposure to client onboarding, KYC/documentation, operations management, and stakeholder coordination.

Key Responsibilities

• Manage the daily operations and administration of the Hong Kong office
• Oversee office facilities, procurement, vendor management, and service providers
• Coordinate client onboarding, account opening documentation, KYC reviews, and client record maintenance
• Ensure proper filing and documentation management in accordance with internal and regulatory requirements
• Liaise with Compliance, Legal, and external partners on operational and onboarding matters
• Coordinate with external marketing and advertising agencies on corporate materials and branding initiatives
• Manage relationships with event vendors, souvenir suppliers, designers, and other third-party service providers
• Support management on business projects, process improvements, and operational initiatives
• Assist with client events, seminars, and corporate activities
• Provide administrative and operational support to senior management and wealth advisory teams

Requirements

• Degree holder preferred
• 8+ years of experience in operations, client onboarding, client services, office management, business management, or administration within financial services
• Prior experience in private banking, wealth management, family office, external asset manager (EAM), or asset management environments is highly preferred
• Strong knowledge of client onboarding processes, KYC, AML, account opening documentation, and operational controls
• Experience working with HNW/UHNW client structures including individuals, corporations, trusts, family offices, partnerships, foundations, and investment vehicles would be advantageous
• Proven ability to manage multiple stakeholders across Business, Compliance, Legal, Operations, and external vendors
• Strong organizational, communication, and problem-solving skills
• Hands-on, proactive, and comfortable working within a lean and dynamic organization
• Fluent English and Cantonese required; Mandarin is an advantage