Wealth Management Operations, AVP Wealth Management Operations, AVP …

Yunfeng Financial Group
à Hong Kong
CDI, Plein-temps
Dernière candidature, 17 sept. 20
Competitive
Yunfeng Financial Group
à Hong Kong
CDI, Plein-temps
Dernière candidature, 17 sept. 20
Competitive
Yunfeng Financial Group Limited, listed on the Hong Kong Stock Exchange Main Board, is a pioneer in financial technology. We provide brokerage, investment research, corporate finance, asset management, insurance, employee shock ownership plan administration services and fintech business. Adhering to our "Based in Hong Kong and Connecting China to the World" strategy, we provide comprehensive financial services to individual and institutional investors, as well as corporate clients using the latest online technology.

Job Description

  • Provide the daily operations support on Private Equity Fund investment, KYC refreshment exercise and periodical reports to the investor
  • Responsible for daily mutual fund position/ cash management and corporation action handling
  • Conduct trades matching & reconciliation, client deposits & withdrawal instructions, settlement instruction
  • Assist to develop and implement policies, procedure and new products related to trading operation functions and wealth management business
  • Participating operation projects for launching a new fund and developing a Mutual Fund distribution platform

Requirements

  • Bachelor Degree with major in Accounting, Business or Information technology related subject
  • 3-5 years of relevant operations experience from Private Equity, Mutual Funds Wealth Management company or Fund Administrator firm
  • Experience in fund dealing, clearing and settlement operations
  • Strong analytic and communication skills
  • Good command of written and spoken English and Chinese with proficiency in Putonghua an advantage
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