RM & Admin Assistant

Aspenwood Capital Limited; Hong Kong; On-site; HKD 257,000 - 301,000; Full time

Job summary

Aspenwood Capital Limited is seeking a proactive RM & Admin Assistant in Hong Kong to join a lean, entrepreneurial team. You will support client onboarding, KYC processes, and daily RM activities, while coordinating across compliance and operations to service high-net-worth clients.

The role emphasizes meticulous administration, confidentiality, and professional client interactions. It offers exposure to wealth management operations, external asset management services, and a collaborative

Qualifications

• 1–2 years of experience in the banking or financial services industry, preferably in operations, client relationship management, corporate administration, or compliance.
• Fluency in Mandarin is mandatory; good command of English and Cantonese preferred.
• Strong organizational skills, extreme attention to detail, and strict confidentiality with financial client data.
• Self-motivated, energetic, able to work independently while collaborating with the team.
• Keen interest in financial market practices, wealth management operations and asset management services.

Responsibilities

• Facilitate communication between HNW clients, RM, and global financial institutions.
• Assist with client onboarding and end-to-end KYC documentation and maintenance.
• Coordinate across external counterparties, internal compliance, and operations to streamline workflows.
• Support RM with meeting setup, itinerary planning, and daily client engagement tasks.
• Handle daily office administration, meetings, room reservations, minutes, and courier/parcel logistics.

Skills

Client onboarding

KYC management

Operations coordination

RM support

Office administration

Tools

Microsoft Office

Job description

We are seeking a proactive and detail-oriented professional to join our team as an RM & Admin Assistant. This is a dynamic role that combines operational management, client onboarding, and general office administration within a fast-growing external asset management (EAM) / family office firm. You will be part of a lean, entrepreneurial team that values accountability, precision, and client excellence.

Responsibilities

• Client & Intermediary Communication: Facilitate effective communication between high-net-worth (HNW) clients, Relationship Manager (RM), and global financial institutions.
• Onboarding & KYC Management: Attend bank meetings, assist with client onboarding, and follow up on end-to-end KYC document collection and ongoing account maintenance.
• Operational Coordination: Collaborate actively across external counterparties, internal compliance, and operations teams to address client needs and streamline operational workflows.
• RM & Relationship Support: Support Relationship Manager (RM) in servicing HNW clients, including meeting setups, itinerary planning, tea/reception arrangements, and daily engagement support.
• Office Administration: Handle daily office administration, schedule meetings, manage meeting room reservations, prepare meeting minutes, and handle courier letter / parcel reception and distribution.

Your Skills and Experience

Experience: 1–2 years of experience in the banking or financial services industry, preferably in operations, client relationship management, corporate administration, or compliance.

Languages: Fluency in spoken and written Mandarin is mandatory. A good command of English and Cantonese is strongly preferred.

Attributes: Strong organizational skills, extreme attention to detail, and strict confidentiality awareness regarding sensitive financial client data.

Work Ethic: Self-motivated, energetic, and capable of working independently while maintaining a collaborative, team-oriented mindset.

Industry Knowledge: Keen interest and entry-level understanding of financial market practices, investment products, and wealth management operations.

Professionalism: Excellent interpersonal skills with a polished professional suitable for HNW client interactions.

Efficiency & Tech: Able to thrive in a fast-paced, dynamic environment with a commitment to getting the job done efficiently. Proficient in Microsoft Office (Excel, Word, PowerPoint).

What We Offer

Competitive Remuneration: HKD 23,000 – HKD 27,000 per month (negotiable based on experience) plus full statutory benefits and paid leave.

Practical Experience: An excellent opportunity to gain hands-on experience in wealth management, EAM, and family office operations.

High-Level Exposure: Direct exposure to global financial institutions, diverse asset classes, and senior management to accelerate your career growth.

Work Environment: A supportive, non-sales environment focused on quality service, operational excellence, and long-term career development.

Company Culture: A dynamic and collaborative culture where your ideas are valued and your contributions recognized.