about the company.
A leading securities firm is hiring for its Wealth Management Operations team. The role will be responsible for a broad range of operational functions. This includes leading the coordination and management of corporate action as well as monitoring and validating income distribution transactions to ensure accuracy and timeliness.
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about the job
- Oversee events like dividends, stock splits, and interest payments, making sure they're accurate and on time.
- Help manage daily tasks like setting up new client data, processing trades, handling settlements, managing cash, and nominee services.
- Work with different teams and outside partners to quickly fix any operational issues.
- Make sure that all operational activities adhere to regulatory requirements and internal guidelines.
- Lead efforts to automate processes to enhance workflows and boost productivity.
- Engage in the creation and execution of new products and business processes, ensuring that appropriate controls and adequate resources are established before launch.
- Assist in monitoring discrepancies or processing issues by quickly identifying and addressing any discrepancies.
skills & experiences required.
- Degree in Finance, Business, or a similar field.
- At least 8 years of experience in the securities and wealth management industries, specifically with corporate actions, bonds, and structured products.
- Familiarity with key industry systems like CCASS, CMU, etc
- Strong Understanding of how securities, bonds, and structured products are settled, and how corporate actions and income distributions work.
- Fluent in both English and Chinese (including Putonghua), written and spoken.
To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on +852 6169 6981 or email: kira.tang@randstad.com.hk