Client Services Manager/ Assistant Manager

About the role

We are seeking an enthusiastic and driven Client Services Manager/ Assistant Manager to join our dedicated team at Avenue Family Office Limited. In this full-time role, you will be responsible for providing exceptional client service and support to our high-net-worth clients and the Relationship Manager.

Key Responsibilities

Client Service & Wealth Execution​

• Support senior RMs in servicing multi-family clients, executing tailored wealth solutions (e.g., portfolio rebalancing, succession planning).
• Client Services Operations: Prepare accurate, timely quotations​ for investment products (equities, bonds, structured products, etc.), execute trade orders (equities, fixed income, derivatives) in line with client mandates, and resolve post-trade inquiries.
• Develop working knowledge of core financial instruments: Equities (blue-chip, ESG-focused), Bonds (government, corporate, high-yield), and Structured Products (autocallables, principal-protected notes) to explain features, risks, and suitability to clients.

Onboarding & Compliance​

• Manage end-to-end client onboarding, including KYC/AML documentation, account administration, and regulatory reporting.
• Ensure strict adherence to internal controls and Hong Kong’s regulatory requirements (e.g., SFC guidelines).

Relationship & Operational Excellence​

• Maintain CRM systems, prepare client reports (portfolio performance, market updates), and track deliverables to ensure no detail is overlooked.
• Assist in organizing client events (e.g., family governance workshops, investment seminars), family meetings, and advisory sessions to strengthen client loyalty.

What we're looking for

• Bachelor’s degree in Finance, Business, Law, or related field
• 2–4 years in private banking, wealth management, or family office services
• Working knowledge of trust structures, cross-border planning, and HK compliance standards
• Fluent in English and Chinese (Mandarin/Cantonese)
• Highly organized, detail-oriented, and skilled in client communication
• Proficient in MS Office and CRM platforms

What we offer

• Competitive salary + performance bonus
• Direct exposure to UHNW families and multi-disciplinary advisory teams
• Structured career path in a collaborative, client-centric environment
• Comprehensive benefits & continuous professional development