Associate, Specialist, Unit Trust Operations, Private Banking

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibility

- Lead a team to manage daily operations for investment fund services, ensuring high-quality service and adherence to regulations and bank policies.

- Monitor daily operations to meet agreed service levels and regulatory standards.

- Help prioritize tasks to improve operational efficiency.

- Ensure timely and accurate delivery of all required reports to management and partners.

- Assist in training team members.

- Understand and follow bank policies on information protection, security, and regulatory compliance, reporting any issues immediately.

- Support daily transactions and oversee staff/vendor performance to ensure accuracy and compliance.

- Resolve discrepancies with relevant parties promptly and escalate exceptions when necessary.

- Handle customer complaints and inquiries efficiently.

- Contribute ideas to improve processes and reduce risks.

- Prepare and reconcile financial records.

- Help prepare business continuity plans and conduct tests.

- Promote awareness of regulatory and compliance requirements and internal controls among staff.

- Support ad-hoc projects and system enhancements.

- Foster a positive team culture and manage staff resources effectively.

- Provide guidance and support to subordinates.

Requirement

- A minimum of 4 years of experience in banking or investment operations, specifically with investment funds processing and settlement.

- At least 2 years of experience in a supervisory or managerial role.

- University degree in Finance, Business Administration, or a related field.

- Strong leadership skills to guide a team towards goals.

- Good interpersonal and communication skills.

- A strong awareness of risk.

- Ability to work well in a team and collaborate with subordinates.

- Hardworking, open to feedback, and committed to achieving results.

- Knowledge of banking or investment operations, especially the backend operations of investment funds.

- Strong problem-solving skills and adaptability to change.

- Detail-oriented with a strong control mindset, able to meet tight deadlines.

- Highly motivated and able to work under pressure.

- Proficiency in Microsoft Office.

- Knowledge of banking or investment practices and procedures is essential.

- Holding HKAB Banking Certificate or specialized qualifications like HKSI Licensing Examination Paper 1 is a plus.

- May require support on Hong Kong public holidays.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Location:

Two Harbour Square

Job:

Operations

Schedule:

Regular

Employee Status:

Full time