Associate/Analyst, Unit Trust Support, Wealth Management Operations

Business Function
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.

Principal Responsibilities - Support the operations of Unit Trust subscription, redemption and transfer process for Consumer Banking and Private Banking segment

• Follow up with external parties (trade counterparties, fund houses, custodians etc.) for all trade related matters
• Assist supervisor to prioritize various processing jobs to achieve optimize operational efficiency
• Ensure periodical reports as required by management/services partners including fund houses are delivered accurately according to the prescribed time schedule
• Understand the bank policies on information protection, security control and regulatory compliance and report problem and exception to supervisor immediately

• Participate in system UAT when required

  Requirements - University graduated in Finance, Business Administration or relevant discipline

• Minimum 3 years' experience in banking or investment operations in relation to the processing and settlement of investment funds
• Banking Certificate of HKAB or specialized academic qualifications in investment, such as holder of HKSI Licensing Examination Paper 1, is an advantage.
• Ability to guide individual towards achieving the team's goals
• Good interpersonal and communication skills
• Good sense of risk awareness
• Able to perform teamwork & collaborate with subordinates
• Knowledge of banking or investment operations and backend operations of investment funds and basic understanding on the operations of fund houses and mutual fund distributors
• Strong problem-solving skills and capability to adapt to changes

• Hong Kong public holiday support may be required

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  We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
  We regret only shortlisted candidates will be notified.