Wealth Management Operations
Location: Hong Kong
Scope of Responsibilities:
- Ensure accurate updates on cash and securities positions, as well as reconciliations in both in-house and vendor systems, in compliance with local regulations.
- Monitor and enhance trading processes as needed.
- Provide support for projects and assist in project management when required.
- Communicate and liaise with key internal and external stakeholders, especially in urgent situations.
- Investigate and assist in rectifying potential overdrafts.
- Act as the primary contact point for operational issues related to fund distribution.
- Offer operational support for overseas offices.
Skills & Qualifications:
- Bachelor's degree with a major in commerce, banking, finance, or business administration.
- Minimum of 10 years of hands-on experience in wealth operations.
- Ability to interact effectively with staff and management at all levels.
- Strong analytical skills and keen attention to detail.
- Proficiency in Microsoft Suite.
- Excellent written and verbal communication skills in English, Mandarin, and Chinese.
