Officer, Wealth Management Operations (Banking)

Hong Kong Job Consulting; Hong Kong; On-site; HKD 201,000 - 290,000; Full time

Job summary

Hong Kong Job Consulting is recruiting for an Officer, Wealth Management Operations (Banking) to join our client, a reputable local bank in Hong Kong, in the Wealth Management Operations team within the Operations Division.

You will process transactions, settlement of securities and other investment products, operate CCASS Terminal, and prepare statistical & monthly reports while handling customer instructions such as stock deposits and changes of beneficiary owner.

Qualifications

• Post-Secondary or above
• Strong PC application knowledge
• Self-initiated with good communication skills
• 2 years working experience in financial industry is preferrable
• HKSI examination passed is a plus

Responsibilities

• Process transactions input, settlement of securities and other investment products
• Operate CCASS Terminal
• Prepare statistical & monthly reports
• Handle instructions of customers like stock deposit, withdrawal and change of beneficiary owner

Skills

Self-initiative

Communication skills

Strong PC applications

Education

Post-Secondary or above

Tools

CCASS Terminal

Job description

Officer, Wealth Management Operations (Banking)

About the job Officer, Wealth Management Operations (Banking)

Officer, Wealth Management Operations (Banking)

A reputable local Bank in Hong Kong with a well-established Branch Network is looking for a Wealth Management Operations Officer to join her Wealth Management Operations in Operations Division.

Responsibilities

• Process transactions input, settlement of securities and other investment products
• Operate CCASS Terminal
• Prepare statistical & monthly reports
• Handle instructions of customers like stock deposit, withdrawal and change of beneficiary owner

Requirements

• Post-Secondary or above
• Strong PC application knowledge
• Self-initiated with good communication skills
• 2 years working experience in financial industry is preferrable
• HKSI examination passed is a plus
• Less experience will be considered as Assistant, Wealth Management Operations

Officer, Wealth Management Operations (Banking)

A reputable local Bank in Hong Kong with a well-established Branch Network is looking for a Wealth Management Operations Officer to join her Wealth Management Operations in Operations Division.

Responsibilities

• Process transactions input, settlement of securities and other investment products

• Operate CCASS Terminal

• Prepare statistical & monthly reports

• Handle instructions of customers like stock deposit, withdrawal and change of beneficiary owner

Requirements

• Post-Secondary or above

• Strong PC application knowledge

• Self-initiated with good communication skills

• 2 years working experience in financial industry is preferrable

• HKSI examination passed is a plus

• Less experience will be considered as Assistant, Wealth Management Operations