Operation, AM - Wealth Management (up to 50K)

Job Title: Operation, AM - Wealth Management (up to 50K)
Contract Type: Permanent
Location: Central, Central and Western District
Salary: Negotiable
Reference: 49547_1645776447
Contact Name: Becky Ng
Contact Email:
Job Published: February 25, 2022 16:07

Job Description

About the role:

Reporting to the team lead, you will:

  • To be customer-focused and maintain a high quality service standard in liaison with RM/ MA and other stakeholders.
  • Handle general inquiries from RM/MA related to BAU issue.
  • To prepare and review daily reporting.
  • To handle daily operations in fund and securities transfer.
  • To monitor trade and prepare reporting for CIES account
  • To handle daily operations in corporate actions, IPO, placement & disclosure.
  • To provide support to the BAU team as assigned by section head/ department head.


  • Relevant working experience in payment and securities operations, ideally have checker experience.
  • Good knowledge in account operations and general banking operations
  • Effective communications skills.
  • Good written and spoken English.
  • Good in MS Office applications (Excel, Word, PowerPoint…etc).
  • Take initiatives, responsible and motivated. Willing to work overtime if required.
  • Good interpersonal skill, attentive to details and accuracy.
  • Committed to customers, diligent, adaptability to changing environment

Click "Apply Now" to apply for this position or call Becky Ng at +852 3180 4954 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.