Investment Operations Manager

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
About the Role

We are seeking a highly skilled Investment Operations Manager to join our team in Hong Kong. As a key member of our operations team, you will be responsible for leading the insurance and investment operations functions, interacting with internal stakeholders, and ensuring compliance with government regulations.

Key Responsibilities
  • New product setup, static data maintenance for Wealth Asia North insurance business
  • Insurance policy processing, initial & recurring premium billing, premium manual debits, refunds, payment to underwriters.
  • Insurance commission reconciliations, accruals, booking revenues, management reporting.
  • Lead the Insurance & Investment operations functions discussions. interact with internal stakeholders including product, sales, operations & technology, risk & control and external stakeholders for the wealth products.
  • Review, apply appropriate controls, seek delegation approvals, and approve for financial entries.
  • Ensure compliance with government regulations as they pertain to retail accounts serviced through the evaluation and implementation of appropriate control and testing measures.
  • Facilitate alignment of the operations process support for new product, new feature launches, technology enhancements and process streamline.
  • Monitor team's performance, ensuring quality & efficiency, resource planning, budget management & formulation of procedures.
  • Provide evaluative judgement based on analysis of information and in-depth knowledge of policies and procedures in complicated and unique situations.
About You

To be successful in this role, you will have at least 5 years of relevant experience, including 2 years of managerial experience with strong ability to drive and motivate teams. You will also have experience working in a fast-paced, high-pressure environment and proven organization and time management skills.

What We Offer

Citi offers a competitive salary range of HKD 120,000 - HKD 180,000 per year, depending on your experience. In addition, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off. You will also have access to training and development opportunities to help you grow your career.



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