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Private Wealth Management Operation - D/ed

Hong Kong, Hong Kong
Last update 2024-07-23
Expires 2024-07-23
ID #2237306254
Free
Private Wealth Management Operation - D/ed
Hong Kong, Hong Kong,
Modified July 10, 2024

Description

Operations / KYC / Clients Services To ensure an accurate update on cash / securities positions / reconciliations in the in-house & vendor systems are in compliance with local regulation To monitor and enhance trading process when required To support on projects and assist in project management where required Communicating / liaising on key internal and external stakeholders, when a response is needed on an urgent basis Investigating / assisting to rectify any potential overdrafts Primarily contact point for operational issues related to the distribution of funds  Provide support in oversea offices for operations matters     Skills & Qualifications:  Bachelor Degree with major in commerce, banking, finance or business administration At least 10 years hands-on wealth operations experience Able to interact with all levels of staff and management Strong analytical skills and high attention to details Proficient in Microsoft Suite Excellent communication skills in both written and verbal in English, Mandarin and Chinese

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Private wealth management operation - d/ed

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