Job ref no.: CT3117041-01#0056
Cathay United Bank

Assistant Manager/Senior Specialist, Private Wealth Management Operations

Cathay United Bank

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan
  • Paid overtime

Cathay United Bank is a wholly owned subsidiary of Taiwan’s largest financial group Cathay Financial Holdings. The Bank’s Hong Kong branch is currently looking for experienced professionals to join its Private Wealth Management Operations Team in the Operations Department. This is an opportunity for professional who would like to grow his/her career with a bank which is currently expanding its presence in Asia, especially Hong Kong.


  • Practical application & support of (1) client onboarding process e.g. opening new accounts, information to be collected re. FATCA and CRS; (2) deposit and remittance process e.g. client verification, payment via RTGS and SWIFT, cut-off time of different currencies; and (3) the full settlement cycle of wealth management products e.g. trade booking, verification, reconciliation, event notification, trade advice and monthly statement.
  • Represent the team to participate and contribute in related projects and conduct UAT
  • Assist to prepare, review and update SOPs
  • Make constructive and practical suggestions to enhance operational workflow and reduce operational risks
  • Co-ordinate with other departments, as well as head office on various issues

Candidates are expected to possess:

  • University graduate with at least 3 years of back office experience in a bank (preferably in Private Banking or Wealth Management setting)
  • Knowledge and experience in market systems like SWIFT, RTGS, Creation-Online, TAP, etc. and good understanding of how wealth management system is supposed to work
  • Knowledge of the industry internal and external guidelines and rules
  • Team spirit, good interpersonal, communication and organization skills
  • Logical mind, good problem solving and multi-tasking skills
  • Good command in both spoken (Mandarin and Cantonese) and written Chinese, and fluency in English
  • Versatile in Microsoft Office, i.e. EXCEL, WORD and PowerPoint

We offer attractive salary and fringe benefits. Interested parties please e-mail your full resume with current and expected salary by clicking Apply Now .

Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.

More job information
Job ref no. CT3117041-01#0056
  • N/A
Job Function
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree