Operations Manager – Settlement

Ping An Bank Company Ltd.; Hong Kong; On-site; HKD 400,000 - 750,000; Full time

Job summary

Ping An Bank Hong Kong Branch seeks an experienced operations professional to handle daily investment transactions processing and related projects. You will support settlement operations for mutual funds and other investment products, ensuring transactions are accurate and timely with compliance.

The role requires a university degree and at least five years in banking operations, with HKTR reporting experience, strong English and Chinese skills, and Mandarin fluency.

Qualifications

• University degree holder in Business Administration / Mathematics / Finance or related disciplines.
• At least 5 years of banking operations experience.
• Familiar with banking products, operations procedures and regulatory requirements.
• Experience with HKTR reporting.
• Strong interpersonal skills, self-driven with responsibility, able to work independently.
• Proficient in English and Chinese; Mandarin fluency required.

Responsibilities

• Specialize in daily investment transactions processing and related project implementations.
• Support settlement operations for mutual funds and other investment products.
• Ensure all investment transactions are processed accurately and timely with regulatory compliance.
• Responsible for HKTR report submission.
• Collaborate with other operations teams on enhancements, projects and automation.
• Support payments, loan operations, and account opening as needed.
• Support new product/service development and related UAT.
• Develop and execute standard operating procedures for banking operations.
• Prepare MIS and regulatory reports.
• Participate in ad-hoc projects as assigned.

Skills

Interpersonal skills

English proficiency

Chinese proficiency

Mandarin fluency

Independent work

Education

Bachelor's degree in Business Administration / Mathematics / Finance

Tools

HKTR reporting

Job description

Job Description

We are looking for candidates specializing in daily investment transactions processing and related projects implementation.

Play the role of subject matter expert in supporting settlement operations for mutual funds and other investment products etc.

Ensure all investment transactions are processed accurately and in a timely manner, and to ensure compliance with all standard operations procedures, regulatory requirements & guidelines

Responsible for HKTR report submission

Collaborate with other operations teams and stakeholders regarding operations enhancement, projects and process automation

Support other operations functions, e.g. payments, loan operations, account opening etc.

Support new product/service development and respective UAT

Develop and execute operations standard and process for banking operations team

Prepare MIS reports, management and regulatory reports

Participate in ad-hoc projects as assigned

Requirements

A university degree holder or above in Business Administrative / Mathematics / Finance or other relevant disciplines

5years banking operations experiences

Familiar with banking products, operations procedures and the related regulatory requirements

With experience in HKTR reporting

Strong interpersonal skill, self-driven with strong sense of responsibility and capability to work independently

Proficient in written, spoken English and Chinese. Fluent in Mandarin speaking is necessary

Ping An Bank Hong Kong Branch is a key overseas subsidiary of Ping An Bank Co., Ltd., a leading national joint-stock commercial bank in China. Established in 2002, the branch is strategically located in Hong Kong, a global financial hub, and serves as a vital link for the bank's international expansion.

The branch provides a comprehensive range of financial services to both retail and corporate customers, including deposit products, loans, investment solutions, and foreign exchange services. Leveraging the resources and expertise of Ping An Group, the branch is committed to delivering high-quality, innovative financial solutions tailored to meet the diverse needs of its clients.

Ping An Bank Hong Kong Branch is a key overseas subsidiary of Ping An Bank Co., Ltd., a leading national joint-stock commercial bank in China. Established in 2002, the branch is strategically located in Hong Kong, a global financial hub, and serves as a vital link for the bank's international expansion.

The branch provides a comprehensive range of financial services to both retail and corporate customers, including deposit products, loans, investment solutions, and foreign exchange services. Leveraging the resources and expertise of Ping An Group, the branch is committed to delivering high-quality, innovative financial solutions tailored to meet the diverse needs of its clients.

Sheung Wan, Central and Western District, HK