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Officer (wealth Management & Insurance Operation) Contract (hk$18k - $23k)

Hong Kong, Hong Kong
Last update 2024-02-29
Expires 2024-03-29
ID #1984041063
23,000 HK$
Officer (wealth Management & Insurance Operation) Contract (hk$18k - $23k)
Hong Kong, Hong Kong,
Modified January 5, 2024

Description

Officer (Wealth Management & Insurance Operation) Contract (HK$18 K - $23 K) (Ref. No.: 26664)Our client, a Leading Bank, is looking for high-caliber person to fill the position. Job Duties Job Summary:- Support & monitor the operational process including settlement, corporate actions, record keeping and asset transfer processes of different wealth management, insurance & MPF products Review and monitor controls across the team, assess and manage operational risks, escalating as required Handle requests & enquiries from different internal and external stakeholders (client, insurance companies, regulatory bodies, and etc) in a timely and professional manner Support & monitor the operational process including settlement, corporate actions, record keeping and asset transfer processes of different wealth management products Handle requests & enquiries from different internal and external stakeholders (fund houses, issuers, insurance companies etc) in a timely and professional manner Follow-up with counterparties of outstanding payment, coupon & exceptional cases investigation Accounting support (daily book-keeping, returns, reports, vouchers & etc)Review & verify output from the maker (client communication, reports, dividend claim, data input, and etc) Monitor the day-end procedures & reconciliation Documentation & product record management (printing, scanning, filing, storage, data input, and control)Perform duties as assigned by the line manager Work collaboratively with team to identify the best practices, and contribute the success of the Bank To comply with all related statutory and regulatory, internal policy and procedure, and service agreement requirements Ensure the efficiency and effectiveness of daily operations of the team Timely review & update the operational procedure in accordance to operational risk management standards, service agreement, and regulatory requirements Liaise with different stakeholders (i.e. front office, finance / accounting, legal / compliance, insurance companies, MPF provider, IT and other related units) in supporting the daily operational activities as assigned by the line manager & resolve any operational issues of the team Review and monitor controls across the team, assess and manage operational risks, escalating as required Emphasis on continuous improvement via focus on operations and system enhancements Ensure competency across the team of the necessary skills and knowledge to complete all required tasks Participate in new product, service, system upgrade, and ad-hoc projects, including workflow design, testing, and etc as assigned Participate in work procedure improvement exercises as required Job Requirements Experience 1 years of working experience in banking / financial operation field Education & Professional Qualifications University Graduation Skills / Knowledge / Personality Strong communication, interpersonal and analytical skills Skillful in resolving problems and complaints Proficient in MS Office applications and Chinese word processing skills Proficiency in both spoken and written English and Chinese Able to work independently under time pressure Attention to details and with good risk awareness
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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Officer (wealth management & insurance operation) contract (hk$18k - $23k)

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