Associate Director, Operations, Wealth Management, Operations
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Before you apply
LocationHong Kong
Work modeon-site
Typefull-time
SeniorityDirector
Experience7+ yrs
Company size1,001–5,000 people
PostedAug 27, 2026 · 2mo ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree in Finance, Business Administration, or a related field
At least 7 years of relevant experience in securities brokerage and wealth management industries
Strong knowledge of securities processing systems such as CCASS, DCASS, Euclid, CMU, and CTM
Excellent leadership, communication, and interpersonal skills
Proficiency in English and Chinese (including Putonghua), both written and spoken
Proven project management skills and advanced IT knowledge
Skills
CCASS
DCASS
Euclid
CMU
CTM
Key Areas of Responsibilities
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Assist the Director in managing key operational functions such as static data administration, post-trade processing, settlement, cash management, and nominee services.
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Review and refine operational policies and procedures to enhance efficiency and effectiveness.
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Provide expert support to Front Office and Business Teams on operational inquiries and issues.
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Collaborate with internal departments and external partners to resolve operational problems promptly.
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Ensure all operational activities comply with regulatory standards and internal policies.
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Drive process automation initiatives to streamline workflows and increase productivity.
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Participate in the development and implementation of new products and business processes, ensuring proper controls and sufficient resources are in place prior to launch.
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Support system enhancements by participating in user acceptance testing and deployment phases.
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Assist in managing team performance and fostering a professional, high-performing work environment.
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Prepare management reports and conduct ad-hoc analyses as needed.
Requirements
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Bachelor’s degree in Finance, Business Administration, or a related field.
•
At least 7 years of relevant experience in securities brokerage and wealth management industries.
•
Strong knowledge of securities processing systems such as CCASS, DCASS, Euclid, CMU, and CTM.
•
Excellent leadership, communication, and interpersonal skills.
•
Proven project management skills and advanced IT knowledge are preferred.
•
Proficiency in English and Chinese (including Putonghua), both written and spoken.
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