Operations Manager / Business 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 an experienced Business Manager / Operations Manager to oversee the firm's day-to-day operations and administrative functions while supporting client onboarding, business operations, marketing coordination, and vendor management.This role is ideal for candidates with experience gained within private banking, wealth management, family office, asset management, or financial services environments, particularly those with exposure to client onboarding, KYC/documentation, operations management, and stakeholder coordination. Key ResponsibilitiesManage the daily operations and administration of the Hong Kong officeOversee office facilities, procurement, vendor management, and service providersCoordinate client onboarding, account opening documentation, KYC reviews, and client record maintenanceEnsure proper filing and documentation management in accordance with internal and regulatory requirementsLiaise with Compliance, Legal, and external partners on operational and onboarding mattersCoordinate with external marketing and advertising agencies on corporate materials and branding initiativesManage relationships with event vendors, souvenir suppliers, designers, and other third-party service providersSupport management on business projects, process improvements, and operational initiativesAssist with client events, seminars, and corporate activitiesProvide administrative and operational support to senior management and wealth advisory teamsRequirementsDegree holder preferred8+ years of experience in operations, client onboarding, client services, office management, business management, or administration within financial servicesPrior experience in private banking, wealth management, family office, external asset manager (EAM), or asset management environments is highly preferredStrong knowledge of client onboarding processes, KYC, AML, account opening documentation, and operational controlsExperience working with HNW/UHNW client structures including individuals, corporations, trusts, family offices, partnerships, foundations, and investment vehicles would be advantageousProven ability to manage multiple stakeholders across Business, Compliance, Legal, Operations, and external vendorsStrong organizational, communication, and problem-solving skillsHands-on, proactive, and comfortable working within a lean and dynamic organizationFluent English and Cantonese required; Mandarin is an advantage