Settlement Associate
4 days ago
Settlement Associate (Wealth Management Operations) Add expected salary to your profile for insights Perform investment account opening and maintenance services; Execute high-quality back-office processing for investment products (e.g., equity, unit trust, notes and bond…) services; Ensure all transactions are properly authorised before processing and adhere to operational procedures outlined in the Department Operation Manual; Coordinate trade settlement matters with internal and external stakeholders; Participate in system testing, upgrades, and migrations for back-office systems; Provide MIS reports to Team Leader / RMs and liaise with relevant departments to execute transactions; Answer queries from RMs on transactional activities, operations, systems and provide effective solutions to such queries. Requirements A minimum of 3 years relevant experience in banking industry, ideally in Wealth Management Department or Private Banking; Familiar with the guidelines and requirements related to the Securities and Futures Ordinance; Good command of spoken and written English and Chinese; Good team working and communication & interpersonal skills; Ability to work independently, prioritize tasks and meet deadlines; Holder of professional certificate under the ECF/ QF/ issued by any industry institutes, professional bodies will be a definite advantage. *The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected. Apply Methods Applicants may send C.V. indicating expected salary by clicking "Apply Now" For other vacancies, please visit our website at Company Background The company was formerly known as Industrial Bank of Taiwan and changed its name to O-Bank Co., Ltd. in January 2017. O-Bank Co., Ltd. was founded in 1998 and is headquartered in Taipei, Taiwan. The Bank is committed to providing comprehensive financial services to clients on the basis of integrity, innovation, professionalism and efficiency. To better serve clients in the Greater China area, O-Bank Co., Ltd. opened its Hong Kong branch on April 9, 2009. The bank is looking for local talents to join the Hong Kong branch. The following position is currently open for application: Your Application Questionnaire How many years' experience do you have in a wealth management? How many years' experience do you have as a Wealth Management Associate? Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How much notice are you required to give your current employer? Do you have experience working in a business banking environment? #J-18808-Ljbffr
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Kowloon, Hong Kong SAR China BTSE Full timeBTSE Group is a leading global fintech and blockchain company that is committed to building innovative technology and infrastructure. BTSE empowers businesses and corporate clients with the advanced tools they need to excel in a rapidly evolving and competitive market. BTSE has pioneered numerous trading technologies that have been widely adopted across the...
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Wealth Management Settlements
4 days ago
Kowloon, Hong Kong SAR China O-Bank Co., Ltd Full timeA financial services institution in Hong Kong is seeking a Settlement Associate for Wealth Management Operations. The role involves investment account maintenance, high-quality back-office processing, and ensuring compliance with operational procedures. Candidates should have at least 3 years of experience in the banking industry, ideally within Wealth...
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Social Housing Operations
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