Wealth Management Operations Officer

Longbridge; Hong Kong; On-site; HKD 240,000 - 300,000; Full time

Job summary

Longbridge in Hong Kong is seeking a Wealth Management Operations Officer/Associate to provide end-to-end operational support for structured products and hedge fund investments, ensuring accurate trade booking, onboarding, settlement, and regulatory compliance. You will work with Front Office, Risk, Finance, Compliance, and external counterparties to ensure smooth post-trade processing. This is a dynamic, fast-paced role in a growing AI-powered brokerage.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or related discipline.
• 1–3 years in operations, fund admin, or back office in wealth/asset management.
• Knowledge of structured products and hedge funds; familiarity with trade lifecycle, settlement, custody, and cash management.

Responsibilities

• Support end-to-end transaction execution and onboarding of hedge funds.
• Maintain static data and investor records in internal systems.
• Ensure timely trade verification and settlement; reconcile cash flows and valuations.
• Coordinate with Relationship Managers, Product teams, fund administrators, and custodians.
• Assist with SOP maintenance and system enhancements.

Skills

Structured products

Hedge funds

Trade lifecycle

Regulatory awareness

Education

Bachelor's degree in Finance, Business, Accounting, Economics

Tools

Investment ops systems

Job description

Longbridge is an AI-Powered online brokerage that serves global investors with optimal trading experiences through building worldwide trading infrastructure and networks. Established in March 2019, Longbridge holds 22 financial licenses and qualifications across the United States, Singapore, Hong Kong, New Zealand and other regions, having secured over US $150 million in strategic investments from major financial and investment institutions. Its subsidiary, Longbridge Securities (Hong Kong) Limited (CE No.: BPX066), holds Type 1, 2, 4, and 9 licenses issued by the Hong Kong Securities and Futures Commission (SFC)

Job Summary

The Wealth Management Operations Officer/Associate is responsible for the end-to-end operational support of structured products and hedge fund investments offered to wealth management clients, ensuring accurate trade booking, funds onboarding, lifecycle management, settlement, reconciliation, and regulatory compliance. The role works closely with Front Office, Investment/Product teams, Risk, Finance, Compliance, Custody, and external counterparties to ensure smooth execution and post-trade processing

Job Responsibilities

Transaction Support & Product Lifecycle Management

• Support the execution of structured products and onboarding of hedge funds.
• Maintain static data and investor records in internal systems.
• Ensure timely trade verification and settlement of transactions.
• Support ongoing lifecycle management of structured products and hedge funds.

Operational Control & Compliance

• Perform daily/periodic reconciliations between internal systems, custodians, and counterparties.
• Investigate and resolve breaks, discrepancies, and failed settlements in a timely manner.
• Maintain accurate records of positions, cash flows, and valuations.
• Escalate operational risks, exceptions, or breaches promptly.
• Assist with internal audits, external audits, and regulatory or management reporting.

Stakeholder Coordination

• Act as an operations liaison for Relationship Managers, Investment Advisors, and Product teams.
• Coordinate with fund administrators, custodians and external service providers.
• Respond to operational inquiries from internal stakeholders and, where required, clients.

Process Improvement & Workflow Controls

• Identify operational inefficiencies and propose process enhancements or automation.
• Assist in system enhancements, UAT testing, and implementation of new products or platforms.
• Contribute to the development and maintenance of standard operating procedures (SOPs).

Requirements & Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related discipline.
• 1–3 years of experience in operations, fund administration, or back office roles within wealth management, asset management, or fund services.
• Good understanding of structured products and hedge fund structures.
• Familiarity with trade lifecycle processes, settlement, custody, and cash management.
• Experience with investment operations systems, fund administrators and custodians.
• Willingness to learn new products and adapt to regulatory or business