Manager, Financial Market - Middle Office

China Everbright Bank Company Limited; Hong Kong; On-site; HKD 312,000 - 513,000; Full time

Job summary

China Everbright Bank Company Limited in Hong Kong is seeking a Manager, Financial Market - Middle Office to support daily operations, draft meeting minutes, prepare reports, and coordinate department meetings. The role involves maintaining and organizing archives, handling counterparty KYC information, and ensuring timely updates in relevant systems, with input from AML and risk monitoring.

Candidates should have degree, 1–3 years in financial markets middle office or secretarial work,

Qualifications

• Degree holder or above.
• 1–3 years’ experience in financial markets middle office or secretary.
• Experience in KYC related task preferred.
• Proficient in Excel and Word.
• Strong communication and interpersonal skills.
• Familiar with counterparty onboarding process preferred.
• Fluent in English and Chinese; Putonghua is highly preferable.

Responsibilities

• Draft meeting minutes, department summaries and notices; prepare business presentations or reports as assigned.
• Maintain and organize document archives; ensure records are accessible.
• Administrative and scheduling support; manage department meetings and post-meeting follow-ups.
• Maintain counterparty KYC information; contact financial institutions to exchange KYC information.
• Input and maintain KYC information in relevant systems; coordinate with AML and risk teams.
• Daily maintenance of risk events in AML monitoring system.
• Other ad-hoc tasks as assigned.

Skills

KYC familiarity

Message drafting

Data management

English-Chinese bilingual

Education

Bachelor’s degree or above

Tools

Excel

Word

Job description

Manager, Financial Market - Middle Office

1) Draft meeting minutes, department summaries and notices. Prepare business presentation (PPT) or other report material as assigned.

2)Data and filling include maintaining and organization document archive, ensure all records and documents are well organized and accessible.

Administrative and scheduling support

Manage and schedule meeting for department head or teams, coordinate meetings participant and follow up on post-meeting tasks.

Counterparty KYC information maintenance

1) Contact financial institutions to exchange KYC information and documents.

2) Input and maintain financial institutions KYC information in relevant system and cope with operations department, financial institution department to set up financial institution in relevant systems.

3) Daily maintenance of financial institutions' risk event based on AML monitoring system.

Other ad-hoc task as assigned.

Job Requirements:

Degree holder or above

1-3 years’ experience in financial markets middle office or secretary. Experience in KYC related task preferred

Proficient in computer applications, such as Excel, Word etc

Strong communication and interpersonal skills;

Familiar with counterparty on boarding process preferred;

Proficient in both spoken and written English and Chinese; fluent in Putonghua is highly preferable

Personal data provided will be used for recruitment and related purposes, strictly in accordance with our Personal Data Policy for Applicants for Employment, a copy of which is available on request. Applicants who are not contacted within 6 weeks may consider your applications unsuccessful and the personal data collected will be destroyed after six months.