
Manager, Operations
7 days ago
**Job Responsibilities**:
- Checker for settlement of all wealth management products, including equities, bonds, mutual funds, structured products, structured deposits etc.
- Checker for settlement of the treasury trade.
- Monitoring of Corporate Actions, position reconciliation and client statements Trained to be trainer to the new system, while participating in system UAT Provide constructive and practical suggestions to enhance operational workflow and reduce operational risks Co-ordination with other stakeholders to resolve issues Carries out other duties as and when assigned
- Working with internal and external stakeholders to streamline processors for operational efficiencies.
- Liaise and follow-up with Relationship Managers for submission of drawdown requests and other supporting documents.
- Update and manage the customer review database and perform monthly MIS reporting on a timely basis.
- Follow up on documentations and outstanding cases in a timely manner.
- Ensure the daily operations are in compliance with the regulatory and internal requirements.
- Maintain close communication and coordination with Head Office
- Review and ensure operational problems, complaints and queries are resolved promptly and satisfactorily.
- Supporting business plans and periodical reporting to management.
- Any ad hoc reports or duties assigned by the Head of Dept.
**Job Requirements**:
- Minimum a Bachelor’s Degree in Business Administration/Banking and Finance/Accountancy or a relevant discipline
- Minimum 5 to 7 years’ experience within the Banking industry, particularly in PB/WM Operations space Good understanding on the set up of PB/WM Ops, with good TAP System knowledge.
- Able to lead and work independently
- Good team player and demonstrate ability to learn fast and perform well within mínimal supervision.
- Proficient in spoken and written English/Chinese to liaise with Chinese speaking headquarter counterparties
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