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Wealth Management Officer | ibank (1 year up to 25k)

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A leading Chinese investment banking is looking for a wealth management officer. Candidates with at least 2 years of experience in securities and familiar with trade processing are welcome to apply

Key Areas of Responsibilities

  • Perform and implement internal operations procedures in strict compliance with corporate guidelines and policies.
  • Discharge all settlement work including day end processing to the highest possible standard to ensure smooth client service
  • Ensure all trade processing and clearing activities, nominees services, cash payment, etc. are processed in a timely and accurately manner
  • Handle and monitor system day end processing and reporting.
  • Assist in daily operation of relevant internal and external back office systems.
  • Keep equity sales earn, account executives and sales traders informed of client account status.
  • Attend to client enquiries relating to settlement and account status.

Requirements

  • Degree holder in Business / Finance related discipline and Computer Science is preferred
  • Proficiency in VBA is preferred
  • 2 years of work experience in the securities/ futures industry
  • Familiar to CCASS, DCASS, CMU, CMT and related system and banking operations
  • Robust computer literacy and high numeracy skills
  • Good command or written and spoken English and Chinese (including Putonghua).
  • Night-shift and flexi working hours is required

About the job

Contract Type: TEMPORARY

Specialism: Financial Services

Focus: Investment Management

Industry: Banking

Salary: HKD20,000 - HKD25,000 per month

Workplace Type: On-site

Experience Level: Associate

Location: Admiralty

Job Reference: EA8BGV-1C1B7764

Date posted: 12 March 2025

Consultant: Cindy Ko

Phone number: +852 2161 9410

cindy.ko@robertwalters.com.hk

Cindy Ko

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