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Wealth Management Operation Clerk / Officer

Taipei Fubon Commercial Bank Co., Ltd

  • Company Industries:Banking

Job Information

  • Post Date:2022-10-11
  • Career Level:Entry Level
  • Location:Tsim Sha Tsui
  • Yr(s) of Exp:1 years
  • Qualification:School Certificate
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Order Processing & Operation / Settlement  Wealth Management
  • Benefits:Double pay, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

Responsibilities: 

  • Prepare New Investment account opening
  • Perform the daily settlement process of investment products such as Bonds and Funds. 
  • Confirm the transactions with counterparty, and execute payment
  • Reconcile daily transaction / settlement records
  • Participate in new product or system upgrade projects, including assist in UAT as required
  • Provide other administrative support for branches enquiries
  • Handle interbank trade settlement of money market/fund transfer and bonds.

Requirements:

  •  HKDSE or above with related disciplines
  • At least 1 year’s experience in operation and Avalog system experience is preferred
  • Good knowledge of HKSFC rules and regulations, holder of HKSFC Type 1 representative license is preferred
  • Proficient in MS Office application
  • Willing to work overtime
  • Proactive team player with good communication and interpersonal skills
  • Pleasant, meticulous, customer-oriented, responsible and able to work independently
  • Good command of both written and spoken English and Chinese, fluent in Mandarin is highly preferred
  • Immediately available is definitely an advantage

Interested applicants please send your full resume with date of availability, current and expected salary in MS WORD format.

All information received will be used for recruitment purposes only. Please note that failure to provide the required information will result in the Bank being unable to process your employment application.

Company Info

To cope with the growth of our Hong Kong Branch, we are looking for a high caliber personnel to fill the following position:

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