Wealth Management Operations Assistant: Settlements & Reporting

Dah Sing Financial Group; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Job summary

Dah Sing Financial Group is seeking a detail-oriented professional to support wealth management operations, including inputting transactions, processing settlements and corporate actions for HK and overseas securities. The role requires data maintenance, CCASS terminal operation, and monthly reporting, with exposure to client instructions such as stock deposits, withdrawals and beneficiary changes.

Candidates with a university degree, good PC skills, and strong communication abilities are

Qualifications

• Experience inputting transactions and processing settlements/corporate actions
• Proficient with CCASS terminal and data maintenance
• Ability to compile monthly statistics and reports
• Handle customer instructions including stock deposit/withdrawal and beneficiary changes
• Fresh graduates will be considered
• HKSI qualification is an advantage
• Certified Banker qualification is an advantage

Responsibilities

• Input and process securities settlements and corporate actions for HK and overseas products
• Operate CCASS terminal and maintain accurate data
• Prepare monthly reports and statistics for management
• Assist customers with stock deposit, withdrawal and beneficiary changes

Skills

Strong PC knowledge

Good communication

Self-initiated

Financial industry experience

Education

University degree or above

DSE/ five subjects

Job description

Dah Sing Financial Group is seeking a detail-oriented professional to support wealth management operations, including inputting transactions, processing settlements and corporate actions for HK and overseas securities. The role requires data maintenance, CCASS terminal operation, and monthly reporting, with exposure to client instructions such as stock deposits, withdrawals and beneficiary changes.

Candidates with a university degree, good PC skills, and strong communication abilities are