UHNW Wealth Client Relations Assistant Manager

Isola Capital Limited; Hong Kong; On-site; HKD 350,000 - 520,000; Full time

Benefits offered by this job

20 days annual leave

Health insurance

Job summary

Isola Capital Limited is seeking an Assistant Relationship Manager / Client Account Manager in Hong Kong to support the Wealth Management team. You will assist the Managing Director in managing client portfolios, delivering exceptional service, and ensuring regulatory compliance in a fast-paced environment.

The role requires strong analytical, communication and organizational skills, with exposure to UHNW clients and collaboration with regional teams.

Qualifications

• Bachelor’s degree required; Finance/Business/Economics preferred.
• 3+ years in Banking, Finance, Asset management, or Family business.
• Experience in private banking or client service is a strong advantage.
• Proficiency in English and Chinese; strong communication skills.

Responsibilities

• Manage daily client trading operations and support in client onboarding.
• Assist in client relationship management and back-end support.
• Handle client inquiries, service requests and complaints promptly.
• Maintain client data with AML/KYC and risk profiling compliance.
• Coordinate with third parties and operations for smooth service delivery.
• Prepare client reports, proposals and presentations with market insights.
• Attend client meetings, document notes and action items.

Skills

English

Chinese

Analytical skills

Communication skills

Teamwork

Adaptability

Judgement

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office

CRM systems

Job description

Isola Capital Limited is seeking an Assistant Relationship Manager / Client Account Manager in Hong Kong to support the Wealth Management team. You will assist the Managing Director in managing client portfolios, delivering exceptional service, and ensuring regulatory compliance in a fast-paced environment.

The role requires strong analytical, communication and organizational skills, with exposure to UHNW clients and collaboration with regional teams.