Fund Operations Officer

UP Recruitment
Human Resources Management / Consultancy
Posted within 3 months
HK $20K-25K/Month
Higher Diploma or Associate Degree
1 to 3 years
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
5-day week
Discretionary bonus
Dental plan
Family medical plan
Insurance plan
Medical plan
Work from home

Job Description
<p>Job duties:</p><p>• Daily cash position operations; manage short-term investments, including Time Deposit Placement, ensuring timely compliance with guidelines.<br>• Assist with product updates/projects, collaborate with the Manager to update product information and manage various projects within the department.<br>• Responsible for opening accounts and following up on regular/ad hoc KYC requests with banks and other financial institutions.<br>• Liaise with Portfolio Managers to determine cashflow needs, ensuring sufficient funding for redemption purposes and addressing other operational issues.<br>• Perform ad-hoc tasks as required to support the department's goals and objectives.</p><p></p><p>Requirements:</p><p>• Bachelor's degree or above, major in accounting, taxation, economics, finance, or related.<br>• 1-3 years of FI or bank operations experience, ideally with investment operations experience.<br>• Attention to detail and adherence to policies and procedures.<br>• Team player, hunger to learn, energetic to take challenges, and can work under pressure.<br>• Experience in SFC-authorized funds is an advantage.<br>• Fluent in Putonghua and English.</p>

Languages
English
Cantonese
Mandarin
Skills
Banking Business
Retirement Planning
Fund Transfer
Settlement

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Mark Wan
UP Recruitment · Director
Active within 3 days

Job Location

Kowloon-Kowloon City, Kowloon City

Kowloon

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