Investment Settlement Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

Wealth Management Cube Ltd is a SFC licensed corporation in Hong Kong providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an Account and Settlement Officer to support our fast growing business.

Key Responsibilities:

  • Handle daily client money deposit/withdraw/FX/internal transfer process
  • Handle daily funds settlement operation
  • Collect and process fees
  • Perform compliance and risk management on transactions
  • Manage daily reconciliation
  • Follow up confirmation and fund transfers
  • Perform ad-hoc duties as assigned

Requirements:

  • Bachelor's Degree/Diploma in Accounting or Finance
  • Preferably 1-3 years settlement operational experience
  • Good command of English and Chinese
  • Excellent communication and interpersonal skills
  • Strong sense of responsibility and ability to work independently

Benefits:

  • Career development opportunities with learning subsidy
  • Attractive remuneration package
  • Performance-based bonuses
  • Flexible 5-day working week
  • Medical, Life Insurance
  • Staff discount on securities transactions


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