Senior Wealth Management Operations Lead

11 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full time
Senior Wealth Management Operations Lead

The Operations Manager plays a pivotal role in overseeing the day-to-day activities of CLSA's wealth management operations. This involves ensuring that all internal procedures are compliant with company guidelines and policies.

Key Responsibilities
  • Maintain accurate client account information across front and back office systems.
  • Validate completeness of new account opening application documents and perform regular system data 'housekeeping' exercises to guarantee accuracy.
  • Provide exceptional support for client queries regarding account status, escalating issues when necessary.
  • Maintain counterparty and securities information for both front and back office systems.
Requirements
  • University graduate.
  • Minimum 5 years of experience in the securities/futures industry.
  • Strong computer literacy and numeracy skills.
  • Excellent interpersonal and communication skills.
  • Proficient in written and spoken English and Chinese (including Putonghua).


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