Private Wealth Management Specialist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Noah International 諾亞國際 Full time
Job Title: Private Wealth Management Operation

Noah International 諾亞國際 is seeking a highly skilled Private Wealth Management Operation professional to join our team.

Key Responsibilities:
  • To ensure accurate updates on cash and securities positions and reconciliations in-house and vendor systems comply with local regulations.
  • To monitor and enhance trading processes as required.
  • To support projects and assist in project management when necessary.
  • To communicate and liaise with key internal and external stakeholders on urgent matters.
  • To investigate and assist in rectifying potential overdrafts.
  • To serve as the primary contact point for operational issues related to fund distribution.
  • To provide support in overseas offices for operations matters.
Requirements:
  • Bachelor's degree in commerce, banking, finance, or business administration.
  • At least 10 years of hands-on wealth operations experience.
  • Ability to interact with all levels of staff and management.
  • Strong analytical skills and high attention to detail.
  • Proficiency in Microsoft Suite.
  • Excellent communication skills in English, Mandarin, and Chinese.


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