Analyst, Specialist, Operations, Sec Svcs-Clrnc/Setlmnt/Invstgn, Private Banking

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

Support the operations of Unit Trust subscription, redemption and transfer process for Consumer Banking and Private Banking segment

Follow up with external parties (trade counterparties, fund houses, custodians etc.) for all trade related matters

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

Participate in system UAT when required

Requirements

University graduated in Finance, Business Administration or relevant discipline

Minimum 3 years’ experience in banking or investment operations in relation to the processing and settlement of investment funds

Banking Certificate of HKAB or specialized academic qualifications in investment, such as holder of HKSI Licensing Examination Paper 1, is an advantage.

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

Apply Now

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.

Primary Location: Hong Kong-Two Harbour Square

Job: Operations