Settlement Officer

Full-time
Intermediate (3-6 years)

Posted 

Technical Skills

  • Settlements

Job Description

Settlement Officer

Responsibilities

  • Supervise and perform the daily settlement process of investment products
  • Handle customer enquiries and complaints
  • Reconcile daily transaction / settlement records
  • Coordinate with branches to ensure the smooth settlement process

Qualification

  • University degree in business related disciplines
  • Minimum 3 years' relevant experience preferably in handling investment products
  • Pass in HKSI Licensing Examinations
  • Detail-minded with good communication skills
  • Proficiency in both written and spoken English, Chinese and Putonghua
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)