Assistant Operations Manager, Wealth Management (1-year contract), Operations

Posted 3 Days Ago
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Hong Kong
Mid level
Fintech • Payments • Financial Services
The Role
The Assistant Operations Manager will support the supervisor in monitoring operations, ensuring timely processing of daily tasks, resolving payment issues, managing back office systems, and assisting with new services for clients. The role also involves supporting sales teams and addressing client inquiries regarding payments and account statuses.
Summary Generated by Built In

Key Areas of Responsibilities

  • Assist supervisor to monitor internal operations procedures in strict compliance with Company’s guidelines and policies.
  • Handle and ensure daily operations are processed timely and accurately.
  • Resolve payment specific issues with internal and external parties including counterparties.
  • Manage operational activities in relevant internal and external back office systems are operating meticulously.
  • Assist supervisor on new products / services to be offered to clients, including the UAT process.
  • Support equity sales, account executives and sales traders abreast of client account status.
  • Attend to client’s enquiry on payment and account status matter.

Requirements

  • Degree holder in Business Administration, Finance  or related discipline.
  • Minimum 3 years' experience in the securities/futures industry. Candidate with less experience will be considered as an Operations Officer.
  • Good inter-personal and communication skills, proactive working attitude with analytical mind-set and problem solving skills.
  • Proficiency in using MS Excel and Word. Knowledgeable in using VBA will be an advantage.
  • Good command of written and spoken English and Chinese including Mandarin.

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Top Skills

VBA
The Company
London,
2,160 Employees
On-site Workplace
Year Founded: 1986

What We Do

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.

Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals.

CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players.

Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com

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