Senior Settlement Officer – Wealth Management

Full-time
Junior (less than 3 years)

Posted 

Technical Skills

  • Bonds
  • Equities
  • Settlements
  • Statistics

Job Description

Senior Settlement Officer – Wealth Management

Responsibilities

  • Supervise and perform the daily settlement process of investment products such as Bonds, Equity Linked Investment, Foreign Stock and Unit Trust
  • Reconcile daily transaction / settlement records
  • Coordinate with branches to ensure the smooth settlement process
  • Ensure statistic reports and delivered accurately and timely
  • Provide administrative support to department
  • Handle branches enquiries and ad hoc projects

Requirements

  • University degree in business related disciplines
  • Minimum 2 years' relevant experience
  • Pass in HKSI Licensing Examinations
  • Detail-minded with good communication skills
  • Proficiency in both written and spoken English, Chinese
Employment TypeFull-time
Career LevelJunior (less than 3 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese