Assistant Operations Manager, Wealth Management, Operations

CLSA; Hong Kong; On-site; HKD 245,520 - 312,480; Full time

Job summary

CLSA in Hong Kong is seeking an Operations professional to monitor internal procedures, ensure timely processing of daily tasks, and resolve payment issues with counterparties and clients.

The role supports the equity sales and account teams, assists with new products and UAT, and requires strong English and Chinese communication, plus Excel, Word and basic VBA skills. This is a hands-on office role emphasizing accuracy, compliance, and proactive problem solving.

Qualifications

• Degree holder in Business Administration, Finance or related discipline.
• Minimum 3 years’ experience in the securities/futures industry. Candidate with less experience will be considered as an Operations Officer.
• Good inter-personal and communication skills, proactive working attitude with analytical mind-set and problem solving skills.

Responsibilities

• Assist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies.
• Handle and ensure daily operations are processed timely and accurately.
• Resolve payment specific issues with internal and external parties including counterparties.
• Manage operational activities in relevant internal and external back office systems are operating meticulously.
• Assist supervisor on new products / services to be offered to clients, including the UAT process.
• Support equity sales, account executives and sales traders abreast of client account status.
• Attend to client’s enquiry on payment and account status matter.

Skills

Inter-personal skills

Communication skills

Analytical mindset

Problem solving

Proactive attitude

Education

Bachelor's degree in Business Administration, Finance or related discipline

Tools

MS Excel

MS Word

VBA

Job description

Key Areas of Responsibilities

• Assist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies.
• Handle and ensure daily operations are processed timely and accurately.
• Resolve payment specific issues with internal and external parties including counterparties.
• Manage operational activities in relevant internal and external back office systems are operating meticulously.
• Assist supervisor on new products / services to be offered to clients, including the UAT process.
• Support equity sales, account executives and sales traders abreast of client account status.
• Attend to client’s enquiry on payment and account status matter.

Requirements

• Degree holder in Business Administration, Finance or related discipline.
• Minimum 3 years’ experience in the securities/futures industry. Candidate with less experience will be considered as an Operations Officer.
• Good inter-personal and communication skills, proactive working attitude with analytical mind‑set and problem solving skills.
• Proficiency in using MS Excel and Word. Knowledgeable in using VBA will be an advantage.
• Good command of written and spoken English and Chinese including Mandarin.