• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 2018-10-16

HK GCB Operations and Technology Investment Operations Manager

HK GCB Operations and Technology Investment Operations Manager

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Operations
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18044320


  • Ensure all clients' orders are properly booked and executed
  • Act as coordinator between customers, branches, custodian, transfer agents, issuers and fund houses and brokerage houses (local and foreign), insurance companies
  • Develop management and regulatory reports
  • Develop and maintain operation procedures to minimize risk exposure, optimize operations productivity and excellent customer services to both internal and external clients (before and after trades)
  • Monitor daily activities to ensure compliance to ALL regulatory requirements
  • Review sundry accounts, account receivables and P&L account to ensure strict accuracy
  • Identify exceptions and rectify IMMEDIATELY
  • Achieve satisfactory or above satisfactory audit rating (both internal and external)
  • Monitor aging items especially on receivables and open items
  • Act as operations specialist/trouble-shooter/problem solver for various issues arising from operations, system and new product features
  • Improve operation efficiency by automation, re-engineering and simplification without deteriorating the quality services
  • Lead and monitor the relevant system enhancement and development
  • Plan and implement the Continuity of Business Plan as and when needed
  • Provide coaching, training and supervision to team members to support the substantial growth of investment products
  • Problem Handling Champion of Investment Operations
  • Unit/Position Reconciliation


  • Degree holder in Financial Economics or related disciplines.
  • Latest banking and investment operations knowledge especially on fund transfer, trade settlement
  • Require proficiency in both spoken and written English, Mandarin
  • People management and coaching including excellent inter-personal skills
  • Logical, able to work independently under pressure and learn rapidly
  • Compliance and control sense (risk alertness/analysis and strong common sense during decision making/problem solving)
  • May need to work overtime or shift especially during project launch