Key Areas of Responsibilities
- Lead the setup of custody business and participate in the strategic planning of custody business
- Establish and implement procedures manuals, workflows and control measures related to asset custody services
- Connect and establish relationship with stakeholders, including but not limit to sub-custodians, counterparties, internal departments, etc
- Participate in system setup, implementation and testing and to collaborate with system vendor and internal departments to follow up project status and progress
- Manage or support day-to-day settlement, reconciliation and corporation action operation, including but not limited to Hong Kong equities and fixed income securities, global stocks and bonds, etc
- Monitor relevant market developments, assess operational and system enhancement needs, and implement measures to respond to changes
- Undertake ad-hoc projects as assigned.
Requirements
- Postgraduate qualification in a related discipline
- Holding a relevant SFC license for custody services is required
- Preferably with minimum of 8-10 years of experiences in global custody and banking industry
- Familiar with custodian business with good knowledge and operating experience in various settlement systems operations, including operations in SWIFT, CMU, CCASS, Euroclear/Clearstream etc.
- Experience in leading a team to perform trade settlement and corporate action event cycles
- Mature, high level of attention to detail, able to work independently under pressure and strong sense of meeting tight committed deadlines
- Able to resolve settlement issues and conscious of operation risk
- Good interpersonal skill and willing to accept challenges
- Good verbal and written communication skills in Mandarin and English
- Proficient in Word, Excel, PowerPoint and other presentation applications, including the ability to produce neatly presented work
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Skills Required
- Postgraduate qualification in a related discipline
- Relevant SFC license for custody services
- Minimum 8–10 years of experience in global custody and banking
- Knowledge and operating experience with settlement systems including SWIFT, CMU, CCASS, Euroclear, and Clearstream
- Experience leading a team performing trade settlement and corporate action event cycles
- Ability to resolve settlement issues and manage operational risk
- Strong attention to detail and ability to work independently under pressure
- Strong interpersonal, verbal, and written communication skills in Mandarin and English
- Proficiency in Microsoft Word, Excel, PowerPoint, and presentation applications
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.
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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.
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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.
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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.
CLSA Insights
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
