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Investment Funds Operations Manager_Bank

WallStone Partners & Company Limited
Hong Kong
Posted 3 days ago Permanent 50k - 70k
Posted by
Miranda Tang

Principal responsibilities
• Play the role of subject matter expert in supporting Structured Investment Product Team
• Manage end-to-end investment product operations
• Collaborate with business and functional units for the delivery of new wealth products launch
• Participate and support business, bank-wide and market initiatives/projects
• Respond to daily inquiries from clients, front office and business functions
• Manage client complaints and resolve dispute, if any.
• Identify opportunities for process improvement and drive re-engineering initiatives to increase operational efficiency and effectiveness as well as client experience
• Lead, drive and manage departmental initiatives and act as project lead for these initiatives.
• Set service standards, monitor actual performance and review service benchmarks of both onshore and offshore to ensure cost-effective service for business units and customers
• Understand the changing group/regulatory requirements and conduct assessment/ monitoring on operations to ensure in compliance with the standard
• Develop and maintain End-User-Computing solutions
• Manage the performance and development of subordinates



• University degree in a related discipline or other relevant qualifications
• Fulfillment of the competency requirements for carrying out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of 5 years’ relevant experience in banking industry, with sound knowledge of investment products / systems and relevant regulations
• Be proactive, with good analytical and problem solving skills
• Strong self-motivation, attentiveness to details, with good communication, leadership and interpersonal skills
• Sound knowledge of application software such as MS Excel / Access preferred
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
• SFC licensed practitioner (Paper 1/7/8)

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