Wealth Ops & Client Onboarding 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

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