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team head of operations, private wealth management.

job details

summary

    job details

    about the company.

    • Regional bank's wealth management business. Stable environment and work life balance
    about the team.
    • Reporting to the COO, you will be management a team of 6-7 covering wealth management operations
    about the job.
    • Manage end to end settlement cycle from trade booking, verification, reconciliation, event notification, trade advice/contract note and monthly statement issuance for private banking products including payment, cash, FX/remittance and investment products
    • Support client onboarding process including new account opening and periodic review
    • Lead and contribute in projects and conduct UAT for system migration
    • Review and update SOPs; identify operational painpoint and make recommendation to increase efficiency and ops risk
    • Manage and provide guidance to team members and make reasonable judgement on manpower allocation
    • Liase with other departments and head office on management issues
    skills & experiences required.
    • At least 10 years of operations experience preferably in Private Banking or Wealth Management
    • At least 5 years in a supervisory/managerial role
    • Experience in market systems like SWIFT, RTGS, Creation-Online, Vestima, BondConnect, WealthConnect, etc.
    • Knowledge of wealth management products like fixed income/bonds, structured notes, mutual funds, investment funds, local and overseas equities, structured products, etc.
    • Understanding of regulatory reporting requirement like FATCA, CRS, DPS, etc.
    • Good command in Mandarin, Cantonese and fluency in English

    To apply online, please click on the link. Alternatively, for a confidential discussion please contact James Cheng on + 852 2232 3442 or email: james.cheng@randstad.com.hk

    about the company.

    • Regional bank's wealth management business. Stable environment and work life balance
    about the team.
    • Reporting to the COO, you will be management a team of 6-7 covering wealth management operations
    about the job.
    • Manage end to end settlement cycle from trade booking, verification, reconciliation, event notification, trade advice/contract note and monthly statement issuance for private banking products including payment, cash, FX/remittance and investment products
    • Support client onboarding process including new account opening and periodic review
    • Lead and contribute in projects and conduct UAT for system migration
    • Review and update SOPs; identify operational painpoint and make recommendation to increase efficiency and ops risk
    • Manage and provide guidance to team members and make reasonable judgement on manpower allocation
    • Liase with other departments and head office on management issues
    skills & experiences required.
    • At least 10 years of operations experience preferably in Private Banking or Wealth Management
    • At least 5 years in a supervisory/managerial role
    • Experience in market systems like SWIFT, RTGS, Creation-Online, Vestima, BondConnect, WealthConnect, etc.
    • Knowledge of wealth management products like fixed income/bonds, structured notes, mutual funds, investment funds, local and overseas equities, structured products, etc.
    • Understanding of regulatory reporting requirement like FATCA, CRS, DPS, etc.
    • Good command in Mandarin, Cantonese and fluency in English

    To apply online, please click on the link. Alternatively, for a confidential discussion please contact James Cheng on + 852 2232 3442 or email: james.cheng@randstad.com.hk