Operations Manager / Office Manager

Charterhouse Hong Kong; Hong Kong; On-site; HKD 350,000 - 520,000; Full time

Job summary

Charterhouse Hong Kong is seeking a proactive Office Manager / Operations Manager to oversee office administration, client onboarding support, marketing coordination, and general operations within a fast-growing wealth management firm serving HNW and UHNW clients in Hong Kong.

This role offers broad exposure across client servicing, administration, and business support, with opportunities to organize client events, coordinate with external agencies, and contribute to the firm's entrepreneurial

Qualifications

• Degree holder or equivalent qualification preferred.
• 5+ years of relevant experience in office management, operations, administration, client services, or business support.
• Experience in wealth management or professional services is advantageous.
• Strong organizational and multitasking abilities with attention to detail.
• Self-motivated and able to work independently in a lean team.
• Fluent in English and Cantonese; Mandarin is an advantage.

Responsibilities

• Manage day-to-day office operations and ensure smooth business operations.
• Oversee office administration, facilities management, procurement, and vendor coordination.
• Support client onboarding processes, documentation, account opening, and filing.
• Maintain accurate client records and assist with document management.
• Coordinate with marketing agencies on promotional materials and branding.
• Organize client events, seminars, and internal activities.
• Provide operational support to senior management and client-facing teams.
• Support business projects and ad hoc initiatives.

Skills

Office management

Operations management

Client services

Stakeholder management

Organization

Independent work

Communication

Microsoft Office

Education

Degree holder or equivalent

Tools

Microsoft Office

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 a proactive and versatile Office Manager / Operations Manager to oversee office administration, client onboarding support, marketing coordination, and general business operations.

This is an excellent opportunity for an experienced operations or office management professional looking to join a dynamic, entrepreneurial environment with broad exposure across client servicing, administration, marketing, and business support functions.

Responsibilities

• Manage the day-to-day running of the office and ensure smooth business operations
• Oversee office administration, facilities management, procurement, and vendor coordination
• Support client onboarding processes, documentation, account opening, and filing requirements
• Maintain accurate client records and assist with document management
• Liaise with external advertising and marketing agencies on promotional materials and corporate branding initiatives
• Coordinate with suppliers, designers, and vendors on corporate gifts, souvenirs, events, and related projects
• Provide operational and administrative support to senior management and client-facing teams
• Assist in organizing client events, seminars, and internal activities
• Support business projects and ad hoc initiatives as required

Requirements

• Degree holder or equivalent qualification preferred
• 5+ years of relevant experience in office management, operations, administration, client services, or business support
• Prior experience in wealth management, private banking, asset management, family office, financial services, or professional services environments is advantageous
• Strong organizational and multitasking abilities with excellent attention to detail
• Self-motivated, hands‑on, and able to work independently in a lean team environment
• Strong communication and stakeholder management skills
• Proficient in Microsoft Office applications
• Fluent in English and Cantonese; Mandarin is an advantage