Posted on 2022-06-10
Cathay United Bank

Senior Associate, Private Wealth Management Operations

Cathay United Bank


  • Practical application & support of
    1. the full settlement cycle of wealth management products (e.g. equities, bonds, investment funds, structure products and derivatives)
    2. deposit and remittance process e.g. client verification, payment via RTGS and SWIFT
    3. client onboarding process e.g. opening new accounts, information to be collected re. FATCA and CRS
  • Represent the team to participate and contribute in related projects and conduct UAT
  • 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:

  • Bachelor’s degree or equivalent academic qualification
  • 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, Vestima, Avaloq, 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

Selected candidate may be considered for a more senior position depending on their experiences.

We offer attractive remuneration package with contract gratuity 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
  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan
  • Paid overtime
Job Function
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
  • 3 years - 5 years
Career Level
  • Entry level
  • Degree