Assistant Manager (Operations Support) - Wealth Management/Private Banking

China Minsheng Banking Corp., Ltd. Hong Kong Branch; Hong Kong; On-site; HKD 350,000 - 520,000; Full time

Job summary

China Minsheng Banking Corp., Ltd. Hong Kong Branch is seeking an Assistant Manager (Operations Support) in Wealth Management/Private Banking to provide frontline customer service, process counter transactions, and support account openings for high-net-worth clients.

You will perform KYC/CDD checks and maintain accurate records. Additionally, you will coordinate trade processing with internal teams, handle inquiries and filings, and work closely with various departments to ensure smooth

Qualifications

• Bachelor's degree or above in Accounting, Economics, Finance or related disciplines.
• Minimum 5 years’ operations support in Private Banking/Wealth Management.
• HKSI Paper 1, 7 & 8 and IIQE Papers 1 & 3.
• Proficiency in English and Chinese (Cantonese & Mandarin).

Responsibilities

• Provide customer services through counter transactions.
• Collect supporting documents and perform KYC/CDD checks for new clients and maintain records.
• Ensure client information and documents are complete, accurate and valid.
• Handle client requests and instructions, including trade processing and inquiries.
• Coordinate with internal departments on monitoring trade processing, input, settlement, confirmations and remittance.
• Handle filings, correspondences, email and phone inquiries.

Skills

Bilingual English-Chinese

MS Office proficiency

Education

Bachelor's degree or above in Accounting, Economics, Finance or related disciplines

Tools

Microsoft Office

Job description

Assistant Manager (Operations Support) - Wealth Management/Private Banking

1. Provide customer services through counter transactions.

2. Collect supporting documents and responsible for account openingof high-net-worth clients. Perform KYC/CDD checks and account due diligence for new clients and maintain accurate and detailed records of CDD processes and findings.

3. Ensure client information and supporting documents are complete accurate and valid.

4. Handle client’s requests and instructions directly, including trade processing and inquiries on operational issues.

5. Working closely with internal departments on monitoring the entire trade processing, including system input, settlement arrangement, client’s confirmation and remittance, etc.

6. Handle filings and correspondences, email and phone enquiry.

Requirements:

1. Bachelor's degree or above, preferably in Accounting, Economics,Finance or related disciplines.

2. Minimum 5 years’ operations support in Private Banking/WealthManagement.

3. Passed in HKSI Paper 1, 7 & 8 and IIQE Papers 1 & 3.

5. Good command of written and spoken in English and Chinese (Cantonese & Mandarin).

6. Proficient in Microsoft office applications such as Word, Excel, and PowerPoint.

7. Candidates with more experience will be considered as Assistant Manager.

(2) All shortlisted candidates will be contacted through email, phone call or messages regarding the invitation for interview arrangement and online test.

(3) The interview will be conducted by either video call or face-to-face methods.

Your job application for the in-scope position(s) is subject to the Mandatory Reference Checking Scheme (MRCS) formulated by the Hong Kong Association of Banks (HKAB) in consultation with the Hong Kong Monetary Authority. You are required to provide your consent for China Minsheng Banking Corp., Ltd. Hong Kong Branch (CMBC Hong Kong Branch) to conduct reference checks with your current and previous employers. Any employment offer will be conditional upon the satisfactory completion of this mandatory process. For more details, please refer to the “FAQs for In-Scope Individuals” on HKAB website: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2. All information provided by you will be treated with strict confidence.

* In case of any discrepancy between the English version and the Chinese version, the Chinese version shall prevail.