Operations Officer, Wealth Management

4 weeks ago


Central And Western District, Hong Kong SAR China CLSA Full time
Operations Officer, Wealth Management (1 - year contract)

Locations: Hong KongTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR001277Key Areas of Responsibilities

Perform and implement internal operations procedures in strict compliance with corporate guidelines and policies.Discharge all settlement work including day end processing to the highest possible standard to ensure smooth client service.Ensure all trade processing and clearing activities, nominee services, cash payments, etc. are processed timely and accurately.Handle and monitor system day end processing and reporting.Assist in daily operation of relevant internal and external back office systems.Keep equity sales teams, account executives, and sales traders informed of client account status.Attend to client enquiries relating to settlement and account status.Requirements

Degree holder in Business/Finance related discipline; Computer Science is preferred.Proficiency in VBA is preferred.More than 2 years of work experience in the securities/futures industry.Familiarity with CCASS, DCASS, CMU, CMT and related systems and banking operations.Robust computer literacy and high numeracy skills.Good command of written and spoken English and Chinese (including Putonghua).Night-shift and flexible working hours are required.Stay informed on CITIC CLSA Job Opportunities

#J-18808-Ljbffr

  • Central And Western District, Hong Kong SAR China River Delta Wealth Management Full time

    Fund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...


  • Central And Western District, Hong Kong SAR China River Delta Wealth Management Full time

    Fund of Hedge Funds Analyst - Family Office AnalystA family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office...


  • Central And Western District, Hong Kong SAR China CLSA Full time

    Operations Manager, Wealth Management, OperationsApply locations Hong Kong time type Full time posted on Posted 30+ Days Ago job requisition id JR001070Key Areas of ResponsibilitiesAssist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies.Maintain client account information and settlement...


  • Central And Western District, Hong Kong SAR China CLSA Full time

    Operations Manager, Wealth Management, OperationsApply locations Hong Kong time type Full time posted on Posted 30+ Days Ago job requisition id JR001070Key Areas of ResponsibilitiesAssist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies.Maintain client account information and settlement...


  • Central And Western District, Hong Kong SAR China CLSA Full time

    Operations Manager, Wealth Management, OperationsApply locations Hong Kong time type Full time posted on Posted 30+ Days Ago job requisition id JR001070Key Areas of ResponsibilitiesAssist supervisor to monitor internal operations procedures in strict compliance with Company's guidelines and policies.Maintain client account information and settlement...


  • Central And Western District, Hong Kong SAR China CLSA Full time

    Operations Manager, Wealth Management, Operations Apply locations Hong Kong time type Full time posted on Posted 30+ Days Ago job requisition id JR001070 Key Areas of Responsibilities Assist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies. Maintain client account information and settlement...


  • Central And Western District, Hong Kong SAR China CLSA Full time

    Operations Officer, Wealth Management (1 - year contract)Locations: Hong Kong Time Type: Full time Posted on: Posted 2 Days Ago Job Requisition ID: JR001277 Key Areas of Responsibilities Perform and implement internal operations procedures in strict compliance with corporate guidelines and policies. Discharge all settlement work including day end processing...


  • Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong KongAs a Wealth Management Professional, your responsibilities include:Serve as the liaison for clients regarding inquiries and provides team supportAnalyze and monitor client portfolios, and assist with other aspects of managing a client relationshipDrive and complete...


  • Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...


  • Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...

  • Wealth Management

    3 weeks ago


    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth Management

    4 weeks ago


    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth Management

    3 weeks ago


    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth management

    1 week ago


    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Head of Wealth

    4 weeks ago


    Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

  • Head of Wealth

    3 weeks ago


    Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...


  • Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Wealth Management

    3 weeks ago


    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...


  • Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...


  • Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...