Business Operations Manager, Wealth Management, Strategic Initiatives
5 days ago
Company Overview
">- 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:
">- 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
">- 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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