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

Reposted 15 Days Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Mid level
Fintech • Payments • Financial Services
The Role
Assist with monitoring operations procedures, ensure timely processing of operations, resolve payment issues, manage back office systems, support sales teams, and handle client inquiries.
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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Skills Required

  • Degree holder in Business Administration, Finance or related discipline
  • Minimum 3 years' experience in the securities/futures industry
  • Good interpersonal and communication skills
  • Proficiency in using MS Excel and Word
  • Knowledgeable in using VBA
  • Good command of English and Chinese including Mandarin

CLSA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.

  • Pay Growth & Progression Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
  • Healthcare Strength Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
  • Retirement Support Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.

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The Company
London,
2,160 Employees
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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