Operation director

Job Opportunity

We are recruiting a perceptive and strategic Operation Director. No cold‑calling or self‑sourced new client acquisition is required. You will focus on overseeing and maintaining our existing high‑net‑worth client portfolios, driving steady growth in trust and wealth management businesses, coordinating frontline business with back-office operations, and supporting our rapid business expansion. We deliver premium wealth planning solutions, upholding integrity, innovation and client‑centric values to expand our footprint across the industry.

本公司現誠徵具敏銳行業觸覺及策略思維的 Operation Director（運營總監）。崗位無需自行開發陌生新客戶，主力負責統籌及維護公司既有高端客戶業務體系，帶動信託及財富管理業務穩步增長，對接前線業務與中後台運營工作，配合公司整體業務高速發展。公司專注為客戶提供高標準財富管理方案，秉持誠信、創新、客戶為先的核心價值觀，在行內穩步拓展業務版圖。

Key Responsibilities

Manage and maintain our in‑house high‑net‑worth clients and family‑office relationships, deeply understand client requirements

Conduct field visits and business trips, accompany senior management to meet high‑net‑worth clients and family offices, and participate in business negotiations and deal closing

Take charge of front-end and back-end business docking and handover work, coordinate the daily operation of middle and back-office departments including business compliance, asset management, customer service and administrative support. Solve docking problems in a timely manner, ensure seamless connection between client business demand and internal operation execution, and improve overall business operation efficiency.

負責維護公司現有高淨值客戶及家族辦公室客戶關係，深度理解客戶需求

需配合出差及外勤，跟隨管理層拜訪高淨值客戶、家辦，全程參與商務洽談與業務談單

主責前後端業務對接與中後台工作交接事宜，統籌協調合規、資管、客服、行政等中後台部門日常運營工作。及時解決前後台對接過程中的堵點問題，實現客戶業務需求與內部運營執行的無縫銜接，提升整體業務運營效率與服務品質。

Requirements

Bachelor’s degree or above.

3–5 years of full‑time working experience in wealth management operation, client relationship management or business operation management.

Prior hands‑on experience serving HNW / high‑net‑worth clients and middle-back office business docking management is highly preferred; IIQE qualification, trust or insurance industry background is a plus.

Fluent in Cantonese and Mandarin; excellent Mandarin communication skills are highly preferred, with basic English communication ability.

Strong competency in client demand analysis, operation process sorting and relationship-management planning.

Excellent communication, coordination and presentation skills, good cross-department teamwork awareness (mandatory).

Highly responsible, self‑disciplined and client‑oriented; able to independently oversee overall business operation work as well as efficient collaborate within a team.

大學或以上學歷。

具 3-5 年財富管理運營、客戶關係管理、業務運營管理相關全職工作經驗。

有高淨值（HNW）客戶服務經驗、熟悉中後台業務對接與交接管理者優先考慮；持有 IIQE 資格證書、擁有信託或保險行業從業背景者優先。

流利廣東話、普通話，普通話表達流利者會作重點優先考慮，具基本英語溝通能力。

具備扎實的客戶需求分析、運營流程梳理、客戶關係規劃能力。

溝通協調及表達能力出眾，具備良好的跨部門團隊協作意識（必備要求）。

責任心強、自律性高，堅持以客為本，既能獨立統籌整體運營工作，也能高效配合團隊協作開展業務。

Remuneration & Benefits

Competitive basic salary + flexible commission negotiable based on competency, uncapped income.

Staff medical insurance.

Comfortable office environment with friendly and professional team culture.

具競爭力底薪搭配彈性業務提成，薪酬可按個人能力及管理經驗面議，收入不設上限。

完善員工醫療保險福利。

舒適高端寫字樓辦公環境，團隊氛圍融洽、專業正向。

About Us

Our company specializes in professional wealth management and investment advisory services. Adhering to a client‑first service philosophy, our professional team provides clients with one‑stop comprehensive asset management solutions. Upholding the core values of integrity, transparency and innovation, we keep expanding our business network across the Asia‑Pacific region, striving to become a leading integrated wealth management brand in the area.

本公司專營專業財富管理及投資顧問服務，堅持以客為先的服務方針，憑藉專業團隊為客戶提供一站式全面資產管理方案。公司恪守誠信、透明、創新三大核心價值，持續拓展亞太地區業務網絡，致力成為區內具領導地位的綜合財富管理品牌。