Published 12 hours ago

Manager, Private Banking Operations

Cathay United Bank

Job Description

Cathay United Bank Company, Limited is a wholly owned subsidiary of Taiwan’s largest financial group Cathay Financial Holdings. The Bank’s Hong Kong Branch is currently looking for high-calibre candidates and experienced professionals to join as a part of the growing business and develop their careers.

Company website: www.cathaybk.com.tw/hongkong

Responsibilities:

  • Analyze and monitor corporate actions announcements for investment productions (e.g. Stocks, Bonds, Mutual Funds, Alternative Investment Funds and Structured Products)
  • Notify clients and internal teams of upcoming corporate actions, ensuring clear and concise communication of event details, deadlines and options
  • Handle inquiry from client or internal teams in relation to corporate actions; follow-up with counter-parties for exception items
  • Represent the team to participate and contribute in related projects and conduct UAT
  • Identify opportunities to enhance workflows, automate processes, and improve efficiency in corporate action processing
  • Perform ad-hoc projects, co-ordinate with stakeholders on various issues

Candidates are expected to possess:

  • Bachelor’s degree or above in Finance, Business or related discipline
  • At least 5 years of experience in Corporate Action processing, preferably within Private Banking or Wealth Management industry
  • Experience with financial market infrastructure and processing platforms such as SWIFT, RTGS, Clearstream Web Portal and Avaloq would be an advantage
  • Solid understanding of private banking management systems and operation workflows
  • Familiar with policies, regulatory requirements, and industry best practices in Private Banking
  • Strong team player with good interpersonal and communication skills
  • Well organized with logical mindset, good problem-solving and multi-tasking skills
  • Proficient in written and spoken English and Chinese (Mandarin and Cantonese)
  • Proficient in in Microsoft Office applications, i.e., Excel, Word and PowerPoint

Candidates may be considered for a more senior position based on their qualifications and experiences.

We offer attractive salary and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary by clicking "Apply Now".

If applicable, the successful applicant’s offer confirmation is subject to the result of Mandatory Reference Check (MRC) under HKMA’s mandatory requirement. For details, please visit the corresponding website: [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2](<http://If applicable, the successful applicant’s offer confirmation is subject to the result of Mandatory Reference Check (MRC) under HKMA’s mandatory requirement. For details, please visit the corresponding website: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2>)

Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.

Job Particulars

Job source
CTgoodjobs
Job reference
3152749-01#0228
Date published
05 Dec 2025
Job keywords
5-day week, Discretionary bonus, Insurance plan, Meal allowance, Medical plan, Paid overtime, Banking / Finance - Order Processing / Operation / Settlement, Banking, Causeway Bay, Full-time, Permanent, Middle management level, Degree, Bonds, Communication Skills, Corporate Actions, Events, Finance, Financial Markets, Follow Ups, Funding, Infrastructure, Investment, MS Office, Mandarin, Microsoft Excel, Microsoft Word, Multitasking, Mutual Funds, Operations Manager (BF), Policies, Powerpoint, Private Banking, Problem Solving, Production, RTGS, Regulatory, Remittance, Spoken English, Stock, Structured Products, Swift, User Acceptance Testing (UAT), Wealth Management, Wealth Management / Financial Planning / Private Banker, Wealth Management / Financial Planning / Private Banking Manager
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