Wealth Management Officer | ibank (1 year up to 25k)
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
TEMPORARYJob Reference: EA8BGV-1C1B7764
Date posted: 12 March 2025
Consultant: Cindy Ko
hong-kong banking-financial-services/investment-management 2025-03-12 2025-04-11 banking Admiralty Central and Western District HK HKD 20000 25000 25000 MONTH Robert Walters https://www.robertwalters.com.hk https://www.robertwalters.com.hk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true