Associate Director, Operations, Wealth Management, Operations

Key Areas of Responsibilities Lead coordination and management of corporate action events, including dividends, interest payments, stock splits, rights issues, and other income distributions Monitor and validate income distribution transactions to ensure accuracy and timeliness Collaborate with internal departments and external parties to facilitate compliance and seamless execution of corporate actions Review operational procedures related to corporate actions and income distributions, recommen

CITIC CLSA - Hong Kong - Full time

Salary: Competitive

Key Areas of Responsibilities

  • Lead coordination and management of corporate action events, including dividends, interest payments, stock splits, rights issues, and other income distributions
  • Monitor and validate income distribution transactions to ensure accuracy and timeliness
  • Collaborate with internal departments and external parties to facilitate compliance and seamless execution of corporate actions
  • Review operational procedures related to corporate actions and income distributions, recommending and implementing process improvements to enhance efficiency and control
  • Support activities for monitoring discrepancies or processing issues, promptly identifying and resolving discrepancies
  • Drive initiatives for system enhancements and automation to streamline workflows and improve productivity
  • Support the implementation of new products and business initiatives related to corporate actions and income distributions, including user acceptance testing and system rollouts
  • Provide technical and procedural guidance to front office and operations teams on corporate actions and income distribution matters
  • Develop and maintain comprehensive control procedures to ensure compliance with regulatory requirements and internal policies
  • Prepare regular management reports and KPIs to monitor the performance of corporate action and income distribution activities
  • Lead and mentor team members, nurturing a high-performing, compliant, and collaborative work environment

Requirements

  • Degree in Finance, Business Administration, or related fields
  • At least 7 years relevant experience in the securities industry, including bonds and structured products, with a focus on corporate actions and income distributions
  • Familiarity with CCASS, DCASS, Euclid, CMU, and other related systems
  • Deep understanding of securities, bond, structured products settlement, corporate action workflows, and income distribution procedures
  • Excellent communication, leadership, and interpersonal skills
  • Proven project management capabilities with advanced IT knowledge highly preferred
  • Proficiency in both English and Chinese (including Putonghua), written and spoken

 

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