Wealth Management - OTC Desk Middle Office J19557

CICC; Hong Kong; On-site; HKD 250,000 - 420,000; Full time

Job summary

CICC in Hong Kong is seeking an analyst to support the trading desk with daily booking and settlement processes, client accounts, and data reporting.

You will assist in allocating funds for trading accounts, manage OTC derivative client accounts and DMA setups, and train sales staff on OTC derivatives to improve process familiarity and compliance. This role partners with internal teams to push digitalisation initiatives and overall efficiency.

Qualifications

• Bachelor’s degree or above in Finance, Economics, Mathematics or related disciplines.
• 1-3 years of relevant work experience, including relevant experience in derivatives trading.
• Solid understanding of overseas secondary market trading rules and knowledge of derivative product structures, legal frameworks, trading, booking and settlement processes.
• Strong English proficiency in listening, speaking, reading, writing and translation, along with excellent verbal and written communication skills.
• Strong interpersonal skills and teamwork spirit.
• Hold a securities industry licence.

Responsibilities

• Support the trading desk’s daily booking and settlement processes, including counterparty payment settlements, the sending of option valuation statements and settlement reports, and data reporting.
• Assist the trading desk in allocating funds for trading accounts.
• Manage OTC derivative client accounts and coordinate client DMA account setup and trading.
• Conduct regular training for sales staff on OTC derivative businesses to enhance their familiarity with the WI trading process.
• Maintain close communication with internal sales personnel to address client issues and needs promptly.
• Collaborate with other business teams to advance the trading desk’s digitalisation and support other company-led initiatives closely.

Skills

Derivatives trading knowledge

English communication

Teamwork

Education

Bachelor's degree in Finance

Tools

Trading systems

Job description

Support the trading desk’s daily booking and settlement processes, including counterparty payment settlements, the sending of option valuation statements and settlement reports, and data reporting.

Assist the trading desk in allocating funds for trading accounts.

Manage OTC derivative client accounts and coordinate client DMA account setup and trading.

Conduct regular training for sales staff on OTC derivative businesses to enhance their familiarity with the WI trading process.

Maintain close communication with internal sales personnel to address client issues and needs promptly.

Collaborate with other business teams to advance the trading desk’s digitalisation and support other company-led initiatives closely.

Skills and Abilities

Demonstrates outstanding integrity, honesty, humility, perseverance as well as remarkable ethical behaviour.

Bachelor’s degree or above in Finance, Economics, Mathematics or related disciplines.

1-3 years of relevant work experience, including relevant experience in derivatives trading.

Solid understanding of overseas secondary market trading rules and knowledge of derivative product structures, legal frameworks, trading, booking and settlement processes.

Strong English proficiency in listening, speaking, reading, writing and translation, along with excellent verbal and written communication skills.

Strong interpersonal skills and teamwork spirit.

Hold a securities industry licence.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.