Wealth Management Operations, Assistant Vice President/Vice President Wealth Management Operations, Assistant Vice  …

Yunfeng Financial Group
in Hong Kong
Permanent, Full time
Last application, 16 Apr 21
Competitive
Yunfeng Financial Group
in Hong Kong
Permanent, Full time
Last application, 16 Apr 21
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

  • Good knowledge in HKSFC, Luxembourg AML & KYC requirements and experienced for handling account opening with different counter parties
  • Familiar of FATCA/AEOI CRS reporting
  • Responsible for daily Mutual Fund/ United Trust position, cash management reconciliation, settlement & corporation action handling etc
  • Provide the daily operations support on Private Equity Fund investment (Cayman) and periodical reports
  • Assist implement policies, procedure and new products related to trading operation functions and wealth management business
  • Participating a project for launching a new fund and enhancing a Mutual Fund distribution platform functions
  • Performing due diligence on current/ new investors and assist for KYC refreshment exercise
  • Liaison with both internal (i.e. Investment, Finance, Compliance, Client Services) and external service providers (i.e. Fund Administrator, Transfer Agent, Trustee) for ensuring the smoothness of fund operations

Requirements

  • Bachelor Degree with major in Business, Finance or Information Technology related subjects
  • 4-6 years relevant operations experience from Mutual Funds/Private Equity Asset  Management company or Fund Administration company
  • Familiar with Excel VBA for data analyzing
  • Experience in Mutual Fund dealing, clearing and settlement operations
  • Strong analytic and communication skills, good team player
  • Good command of written and spoken English and Chinese with proficiency in Putonghua an advantage
  • Title would adjust based on the relevant experience
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