Financial Operations Specialist

3 days ago


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

Wealth Management Cube Ltd is a 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 growing business.

Responsibilities:

  • Handle daily client money deposit/withdraw/FX/internal transfer processes
  • Ensure timely funds settlement operations
  • Collect and process fees efficiently
  • Manage transaction compliance and risk
  • Maintain daily reconciliations
  • Confirm fund transfers and follow up on outstanding transactions
  • Perform ad-hoc duties as assigned

Requirements:

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

Our offer includes career development opportunities, attractive remuneration packages, performance bonuses, a 5-day working week, medical insurance, life insurance, and staff discounts on securities transactions.



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