Manager, Private Banking Operations

Responsibilities:

• Study & process corporate actions and monitor the lifecycle of events within pre-defined cutoff time and timely escalation for irregular cases detected
• Execute & support of (1) the full settlement cycle of private banking products (e.g. equities, bonds, investment funds, structured products and derivatives); (2) deposit and remittance process e.g. client verification, payment via RTGS and SWIFT
• Represent the team to participate and contribute in related projects and conduct UAT
• Make constructive and practical suggestions to enhance operational workflow and reduce operational risks
• Perform ad-hoc projects, co-ordinate with stakeholders on various issues

Ideal candidates are expected to possess:

• Bachelor’s degree or above in Finance, Business or related discipline
• At least 3 years of experience in Corporate Action processing, preferably within Private Banking or Wealth Management industry
• Experience with financial market infrastructure and processing platforms such as SWIFT, RTGS, Clearstream Web Portal and Avaloq would be an advantage
• Solid understanding of private banking management systems and operation workflows
• Familiar with policies, regulatory requirements, and industry best practices in Private Banking
• Strong team player with good interpersonal and communication skills
• Well organized with logical mindset, good problem-solving and multi-tasking skills
• Proficient in written and spoken English and Chinese (Mandarin and Cantonese)
• Proficient in in Microsoft Office applications, i.e., Excel, Word and PowerPoint