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.