Assistant Relationship Manager/ Client Account Manager

2 days ago


Hong Kong Island, Hong Kong SAR China Avenue Family Office Limited Full time

Avenue Family Office Limited is one of the largest independent asset managers in Hong Kong. We provide investment management services to high net worth clients by collaborating with prime global private banks as asset custodians and brokers. Our team comprises seasoned financial professionals with over five years of experience in the banking and wealth management industry, offering a wide spectrum of proprietary funds in fixed income and private equity. What you’ll be doing Process account opening and assist with on‑going maintenance. Provide investment services to private banking clients, including pre‑trade checking, execution of client dealing instructions, and preparation of post‑trade documentation. Provide administrative and operational support for senior relationship managers. Strictly follow compliance requirements, ensure product information is prepared for internal parties, and comply with regulatory requirements and rules. Maintain client data and reports. What we’re looking for Minimum 4 years of relevant working experience in banking or wealth management, preferably in the private banking sector. Bachelor’s degree or above in Finance, Accounting, or a related field. Excellent problem‑solving and analytical skills, with a keen attention to detail. Familiarity with investment products, portfolio management, and wealth management strategies. Completed HKSI examinations and qualified to register for RA1, 4 & 9 would be a plus. What we offer Competitive salary and performance‑based bonuses. Opportunities for professional development and career advancement. Application questions Which of the following statements best describes your right to work in Hong Kong? What’s your expected monthly basic salary? How many years’ experience do you have as an Assistant Relationship Manager? How many years’ experience do you have in a wealth management? #J-18808-Ljbffr



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