AVP/Senior Associate/ Associate, Unit Trust Support, Wealth Management Operations
3 days ago
Job Description - AVP/Senior Associate/ Associate, Unit Trust Support, Wealth Management Operations S) Job Description AVP/Senior Associate/ Associate, Unit Trust Support, Wealth Management Operations - ( S ) Business Function 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. Provide quality back office processing of investment funds services to different customer segments and assist the team to the adherence to the regulatory requirements, bank policies, operational procedures, performance standard and service turnaround time. Ensure quality services is delivered to customers according to the SLA agreed with BUs and Department Operation Manual in respect of investment funds services and follow the requirements as specified by regulatory bodies Assist supervisor to prioritize various processing jobs to achieve optimize operational efficiency Ensure periodical reports as required by management/services partners including fund houses are delivered accurately according to the prescribed time schedule Understand the bank policies on information protection, security control and regulatory compliance and report problem and exception to supervisor immediately Accept duties assigned by the supervisor Participate in system UAT when required Requirements University graduated in Finance, Business Administration or relevant discipline Minimum 4 years’ experience in banking or investment operations in relation to the processing and settlement of investment funds and 2 years' experience in supervisory level Candidates with Transfer Agency experience will be highly preferred Ability to guide individual towards achieving the team’s goals Good interpersonal and communication skills Good sense of risk awareness Able to perform teamwork & collaborate with subordinates Knowledge of banking or investment operations and backend operations of investment funds and basic understanding on the operations of fund houses and mutual fund distributors Strong problem-solving skills and capability to adapt to changes Hong Kong public holiday support may be required Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified. #J-18808-Ljbffr
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Wealth Management Unit Trust Operations Lead
3 days ago
Kowloon, Hong Kong SAR China DBS Full timeA leading financial service provider in Hong Kong is seeking an AVP/Senior Associate/Associate for Unit Trust Support within Wealth Management Operations. The role demands minimum 4 years of banking or investment operations experience, along with strong problem-solving skills and the ability to supervise. The successful candidate will ensure quality back...
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Kowloon, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeAVP/Senior Associate/Associate, Corporate Actions, Wealth Management Operations Business Function 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...
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Kowloon, Hong Kong SAR China DBS Full timeJob Description - AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support) ) Business Function 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...
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Kowloon, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeA leading banking institution in Hong Kong is seeking an AVP/Senior Associate/Associate for Corporate Actions within Wealth Management Operations. The role entails supporting processing and reporting, ensuring compliance, and enhancing team efficiency. The ideal candidate should possess a degree in Banking and Finance, with at least 8 years of experience in...
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Wealth Ops AVP: Client Services
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Kowloon, Hong Kong SAR China DBS Full timeA leading bank in Hong Kong is looking for an experienced AVP/Senior Associate/Associate for its Wealth Management Operations team. This role involves providing exceptional client service, managing onboarding processes, and ensuring compliance with regulatory standards. Candidates should have over 10 years of experience in wealth management, a solid...
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AVP/Senior Associate, Structure Products
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Kowloon, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeAVP/Senior Associate, Structure Products & Bonds, Wealth Management Operations Business Function 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...
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Settlement Associate
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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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Lead Operations, Structure Products
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Kowloon, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeA leading bank in Hong Kong is looking for an AVP/Senior Associate for Wealth Management Operations. The role will support back office processing of equity and structured investment products, ensuring operational efficiency. Candidates should have at least 5 years of banking operations experience and 1 year at a supervisory level. Responsibilities include...
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Wealth Management KYC Associate
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Kowloon, Hong Kong SAR China JPMorganChase Full timeWealth Management KYC Associate – JPMorganChase Job Description In J.P. Morgan, the Wholesale KYC Operations (WKO) team plays a critical role in ensuring compliance with multiple regulations, protecting the bank’s reputation and financial assets. As a Wealth Management KYC Associate, you will manage the entire KYC process, ensuring that all client...
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Wealth Management Manager/Trainee
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Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeProvide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...
