Assistant, Wealth Management Operations

Reporting to the Wealth Management Operations Manager, you will be responsible for inputting transactions, processing the settlement / corporate actions of HK & overseas securities and other investment products, operating CCASS terminal, data maintenance and compiling statistical & monthly reports. Additionally, you will perform instructions from customers including physical stock deposit, withdrawal and change of beneficiary owner.

To meet the challenge, you should have the following qualifications and attributes:

• University graduates or above
• Strong PC application knowledge
• Good communication skills and self-initiated
• Working experience in financial industry is preferred
• HKSI examination passed will be an advantage
• Candidate with the qualification of Certified Banker is an advantage

(Fresh graduate will also be considered)

This position is an in-scope position under the Mandatory Reference Checking Scheme.  Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2

Please note that only shortlisted candidates will be notified.