Wealth Management - OTC Desk Middle Office J19557

CICC; Hong Kong; Sur place; HKD 300 000 - 520 000; Plein temps

Résumé du poste

CICC in Hong Kong seeks a finance professional to support the trading desk with daily booking and settlement, including counterparty settlements, valuation statements, and settlement reports. The role also manages OTC derivative client accounts and assists DMA setup, requiring strong English and a securities licence.

Collaborate with sales and other teams to drive digitalisation, provide training, and ensure prompt resolution of client issues while maintaining high ethical standards.

Qualifications

• Bachelor’s degree or above in Finance, Economics, Mathematics or related disciplines.
• 1-3 years of relevant work experience, including derivatives trading.
• Solid understanding of overseas secondary market trading rules and derivative product structures.
• Hold a securities industry licence.

Responsabilités

• Support the trading desk’s daily booking and settlement processes, including counterparty payment settlements, and the sending of valuation statements and settlement reports.
• 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 company initiatives.

Connaissances

English proficiency

Interpersonal skills

Integrity/ethics

Securities licence

Formation

Bachelor’s degree or above in Finance/Economics/Math

Description du poste

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.