Associate/Analyst, Account Opening, Wealth Management Operations
3 days ago
Associate/Analyst, Account Opening, Wealth Management Operations ) Job Description Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Responsibilities Support in client onboarding team on daily processing including account opening and static data maintenance Review client documents/instruction and update the information to system as maker Verify the system data against client document/instruction as checker Returned mail handling Ensure account opening and client static maintenance delivered within SLA Assist in Audit, regulatory review, FATCA and CRS reporting, etc Promptly respond and provide solution on enquiries from Front office/Customer center/Branch, etc Support UAT if needed Requirements University degree with minimum 3 years relevant experience within the Banking & Finance industry. Excellent attention to detail Good analytical, problem solving and communication skills Good understanding of IT systems and operational banking processes Ability to improve processes, coordinate multiple tasks and strong teamwork Good command of written and spoken English and Chinese. Proficiency in Putonghua an advantage Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements. We regret only shortlisted candidates will be notified. #J-18808-Ljbffr
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Associate/Analyst, Structure Products
1 week ago
Kowloon, Hong Kong SAR China DBS Bank Full timeAssociate/Analyst, Structure Products & Bonds, Wealth Management Operations Join DBS Bank as an Associate/Analyst in our Wealth Management Operations function. This role supports the processing of equity and structured investment products for our Private and Consumer Banking clients. Business Function Group Technology & Operations (T&O) empowers the bank...
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Settlement Associate
5 days ago
Kowloon, Hong Kong SAR China O-Bank Co., Ltd Full timeSettlement 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...
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Associate/Analyst, Structure Products
3 days ago
Kowloon, Hong Kong SAR China DBS Full timeJob Description - Associate/Analyst, Structure Products & Bonds, Wealth Management Operations D8) Job Description Associate/Analyst, Structure Products & Bonds, Wealth Management Operations - ( D8 ) Business Function Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic...
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Wealth Ops Associate: Onboarding
3 days ago
Kowloon, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeA financial institution in Hong Kong is seeking an Associate/Analyst for their Account Opening team within Wealth Management Operations. The role involves supporting daily client onboarding processes, ensuring data accuracy, and maintaining compliance with regulatory standards. The ideal candidate has at least 3 years of experience in the Banking & Finance...
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Wealth Management Trainee: Digital Skills
5 days ago
Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full timeA dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...
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Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full timeA dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...
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财富管理公司运营专员Operation Specialist
5 days ago
Kowloon, Hong Kong SAR China CreditEase Wealth Management (HK) Limited Full timeJob Responsibilities Responsible for reviewing client account opening documents, handling the opening, maintenance, and closure processes of client accounts, ensuring that all materials are complete and comply with regulatory requirements. Respond to inquiries from relationship managers, providing answers regarding account status, trade confirmations, and...
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Relationship Manager, Wealth Management
5 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeRelationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...
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Wealth Management: Structure Products
3 days ago
Kowloon, Hong Kong SAR China DBS Full timeA leading bank in Hong Kong is seeking an Associate/Analyst for Wealth Management Operations. The role involves supporting equity and structured investment products, monitoring daily operations to ensure quality service delivery, and resolving valuation discrepancies. Candidates should have a university degree and at least three years of experience in...
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Wealth Management Settlements
5 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...