HR Plus | Settlement Officer
3 days ago
- Provide administrative support to the sales team
- Conduct margin calls with counterparties
- Perform daily settlement and process settlement payments and receipts
- Assist Bankers in the execution of credit facilities
- Proactively communicate sales propositions
- Provide topical market and strategy updates
- Request pre-screening of names as applicable
- Deliver general client service and team support
- Minimum of ten years of solid experience in wealth management
- Bachelor's degree in Finance or a related discipline; preferably a Legal Degree and/or Degree in AML
- Strong analytical and organizational skills
- Excellent communication and interpersonal skills
- Proficiency in both written English and Chinese
- Strong network in the private banking industry
- Knowledge of mutual funds and investment advisory
- Willingness to travel and be a team player
- Preferably some legal or regulatory experience
- HKCEE / HKDSE with at least passes in Chinese
Join our well-established family office and work closely with managers in a friendly team environment. We offer great buy-side exposure with a large variety of investment products, competitive salary, non-contributory pension, and attractive bonus payouts.
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