Operations Manager / Office Manager

Our client is a reputable and fast-growing independent wealth management firm serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. They are seeking a proactive and versatile Office Manager / Operations Manager to oversee office administration, client onboarding support, marketing coordination, and general business operations.

This is an excellent opportunity for an experienced operations or office management professional looking to join a dynamic, entrepreneurial environment with broad exposure across client servicing, administration, marketing, and business support functions.

Responsibilities

• Manage the day-to-day running of the office and ensure smooth business operations
• Oversee office administration, facilities management, procurement, and vendor coordination
• Support client onboarding processes, documentation, account opening, and filing requirements
• Maintain accurate client records and assist with document management
• Liaise with external advertising and marketing agencies on promotional materials and corporate branding initiatives
• Coordinate with suppliers, designers, and vendors on corporate gifts, souvenirs, events, and related projects
• Provide operational and administrative support to senior management and client-facing teams
• Assist in organizing client events, seminars, and internal activities
• Support business projects and ad hoc initiatives as required

Requirements

• Degree holder or equivalent qualification preferred
• 5+ years of relevant experience in office management, operations, administration, client services, or business support
• Prior experience in wealth management, private banking, asset management, family office, financial services, or professional services environments is advantageous
• Strong organizational and multitasking abilities with excellent attention to detail
• Self-motivated, hands-on, and able to work independently in a lean team environment
• Strong communication and stakeholder management skills
• Proficient in Microsoft Office applications
• Fluent in English and Cantonese; Mandarin is an advantage