AVP/Senior Associate/ Associate, Unit Trust Support, Wealth Management Operations

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Principal Responsibilities

• Provide quality back office processing of investment funds services to different customer segments and assist the team to the adherence to the regulatory requirements, bank policies, operational procedures, performance standard and service turnaround time.
• Ensure quality services is delivered to customers according to the SLA agreed with BUs and Department Operation Manual in respect of investment funds services and follow the requirements as specified by regulatory bodies
• Assist supervisor to prioritize various processing jobs to achieve optimize operational efficiency
• Ensure periodical reports as required by management/services partners including fund houses are delivered accurately according to the prescribed time schedule
• Understand the bank policies on information protection, security control and regulatory compliance and report problem and exception to supervisor immediately
• Accept duties assigned by the supervisor
• Participate in system UAT when required

Requirements

• University graduated in Finance, Business Administration or relevant discipline
• Minimum 4 years’ experience in banking or investment operations in relation to the processing and settlement of investment funds and 2 years' experience in supervisory level
• Candidates with Transfer Agency experience will be highly preferred
• Ability to guide individual towards achieving the team’s goals
• Good interpersonal and communication skills
• Good sense of risk awareness
• Able to perform teamwork & collaborate with subordinates
• Knowledge of banking or investment operations and backend operations of investment funds and basic understanding on the operations of fund houses and mutual fund distributors
• Strong problem-solving skills and capability to adapt to changes
• Hong Kong public holiday support may be required

立即申請

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.