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Senior Officer/Officer, Unit Trust Support, Wealth Management Operations
Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Key Responsibilities
Process order input and amendment, dividend payment, fund switching, fund transfer, redemption and settlement for investment funds handle fund house corporate actions according to the operation procedures as documented in the Operation Manual and other operational duties as assigned by supervisor
Coordinate and follow up discrepancy items with relevant parties timely and escalate any exceptions to supervisor
Assist supervisor to prepare operation and MIS reports
Perform GL and system record checking/ reconcilement and escalate to supervisor if there is any discrepancy
Provide suggestions to supervisor on ways to improve efficiency and quality of services
Provide support in ad-hoc project and assist to conduct testing on various systems enhancements to increase the efficiency and effectiveness in daily operations.
Requirements
University graduate
Minimum 2-year experience in banking
Relevant experience in investment products is an advantage
Knowledge of consumer banking practices & procedures
Banking Certificate of HKAB or academic qualifications in investment is an advantage.
Strong awareness on operation risks and controls mindset with strong market operation knowledge
Effective interpersonal and communication skill with great team spirits to work with various key stakeholders
Excellent problem-solving and organizing skills
Proactive and think out of the box, suggest new ideas to improve daily process
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
We regret only shortlisted candidates will be notified.