Business Operations Manager, Wealth Management, Strategic Initiatives

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full time

Company Overview

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  • The successful candidate will be responsible for assisting the supervisor in monitoring internal operations procedures in strict compliance with Company's guidelines and policies.

Key Responsibilities:

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  • Maintain accurate and up-to-date client account information and settlement instructions for both front and back office systems.
  • Ensure changes to clients set up are completed accurately and timely.
  • Validate new account opening application documents before inputting into systems.
  • Perform regular data quality checks to ensure system data is accurate and current.
  • Support queries regarding client account status from equity salespersons and clients services.
  • Escalate queries to immediate supervisor when required.

Requirements

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  • University graduate degree.
  • Minimum 5 years' experience in the securities/futures industry.
  • Strong computer literacy and high numeracy skills.
  • Excellent interpersonal and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).

For further information, please visit



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