settlement, assistant manager - private banking in Hong Kong

posted
contact
shirley shao, randstad hong kong
job type
permanent
salary
HK$ 30,000 - HK$ 35,000 per month

job details

posted
location
hong kong
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
HK$ 30,000 - HK$ 35,000 per month
reference number
91M0142646_1585657447
contact
shirley shao, randstad hong kong
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job description

about the company

Our client is a leading Chinese Private Banking with strong presence in HK.


about the job

  • Practical application & support of client onboarding process including account opening, information to be collected re. FATCA and CRS
  • Handle deposit and remittance process e.g. client verification, payment via RTGS and SWIFT, cut-off time of different currencies
  • Handle full settlement cycle of wealth management products e.g. trade booking, verification, reconciliation, event notification, trade advice and monthly statement.
  • Represent the team to participate and contribute in related projects and conduct UAT
  • Assist to prepare, review and update SOPs
  • Make constructive and practical suggestions to enhance operational workflow and reduce operational risks
  • Co-ordinate with other functions, as well as Head Office on various issues

skills & experiences required

  • University graduate with at least 3 years of back office experience in a bank (preferably in Private Banking or Wealth Management setting)
  • Knowledge and experience in market systems like SWIFT, RTGS, Creation-Online, TAP, etc. and good understanding of how wealth management system is supposed to work
  • Knowledge of the industry internal and external guidelines and rules
  • Team spirit, good interpersonal, communication and organization skills
  • Logical mind, good problem solving and multi-tasking skills
  • Good command in both spoken (Mandarin and Cantonese) and written Chinese, and fluency in English
  • Versatile in Microsoft Office, i.e. EXCEL, WORD and PowerPoint


To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Shirley Shao on + 852 2232 3414 or email: shirley.shao@randstad.com.

skills

private banking, settlement, operations,SWIFT, RTGS, Creation-Online, TAP

qualification

private banking, settlement, operations,SWIFT, RTGS, Creation-Online, TAP

educational requirements

Associate Degree/Diploma