Assistant, Wealth Management Operations
Based in Hong Kong SAR China
Core
Support Wealth Management Operations Manager with transaction processing, settlement, and customer instructions for securities and investment products.
Role type
Wealth Management Operations Assistant
Builds
Settlement and corporate actions for HK & overseas securities and investment products
Domain
Financial Services / Wealth Management
Required skills
PC application knowledge, data maintenance, statistical reporting, customer instruction handling
Preferred skills
Financial industry experience, HKSI examination, Certified Banker qualification
Technologies
CCASS terminal
Responsibilities
Input transactions, process settlement/corporate actions, operate CCASS terminal, compile statistical and monthly reports, handle customer instructions for stock deposit/withdrawal/beneficiary changes
Seniority
Entry-level / Junior
