Associate/Analyst, Unit Trust Support, Wealth Management Operations
DBS Bank
- Hong Kong
- Permanent
- Full-time
- Support the operations of Unit Trust subscription, redemption and transfer process for Consumer Banking and Private Banking segment
- Follow up with external parties (trade counterparties, fund houses, custodians etc.) for all trade related matters
- Assist supervisor to prioritize various processing jobs to achieve optimize operational efficiency
- Ensure periodical reports as required by management/services partners including fund houses are delivered accurately according to the prescribed time schedule
- Understand the bank policies on information protection, security control and regulatory compliance and report problem and exception to supervisor immediately
- Participate in system UAT when required
- University graduated in Finance, Business Administration or relevant discipline
- Minimum 3 years’ experience in banking or investment operations in relation to the processing and settlement of investment funds
- Banking Certificate of HKAB or specialized academic qualifications in investment, such as holder of HKSI Licensing Examination Paper 1, is an advantage.
- Ability to guide individual towards achieving the team’s goals
- Good interpersonal and communication skills
- Good sense of risk awareness
- Able to perform teamwork & collaborate with subordinates
- Knowledge of banking or investment operations and backend operations of investment funds and basic understanding on the operations of fund houses and mutual fund distributors
- Strong problem-solving skills and capability to adapt to changes
- Hong Kong public holiday support may be required