Securities Account Operations Specialist

岗位职责 (Job Duties): 独立负责券商及银行的个人/机构账户开设全流程，确保高效合规 (Handle end-to-end account opening processes for individuals/institutions at brokers and banks) 熟练操作主流股票交易软件（如彭博等），支持客户投资需求 (Operate trading platforms (e.g., Bloomberg, THS) to facilitate client investments) 管理美股相关业务，包括证券存仓、跨券商转仓及结算流程 (Manage US stock operations: custody procedures, inter-broker transfers & settlements) 自主跟进开户及转仓项目进度，协调内外部资源解决问题 (Independently drive projects and liaise across teams to resolve issues) 定期审核账户合规性，及时响应监管要求 (Conduct pe

- Hong Kong - Full time

Salary: $30k - $40k

岗位职责 (Job Duties):

    • 独立负责券商及银行的个人/机构账户开设全流程，确保高效合规
    • (Handle end-to-end account opening processes for individuals/institutions at brokers and banks)
    • 熟练操作主流股票交易软件（如彭博等），支持客户投资需求
    • (Operate trading platforms (e.g., Bloomberg, THS) to facilitate client investments)
    • 管理美股相关业务，包括证券存仓、跨券商转仓及结算流程
    • (Manage US stock operations: custody procedures, inter-broker transfers & settlements)
    • 自主跟进开户及转仓项目进度，协调内外部资源解决问题
    • (Independently drive projects and liaise across teams to resolve issues)
    • 定期审核账户合规性，及时响应监管要求
    • (Conduct periodic compliance reviews and address regulatory requests)

任职要求 (Requirements):

    • 2年以上券商/银行账户开设实操经验，熟悉KYC及合规流程
    • (2+ years hands-on experience in brokerage/bank account onboarding with KYC expertise)
    • 具备股票投资经验，可熟练操作至少3种交易软件
    • (Proven investment experience & proficiency in ≥3 trading platforms)
    • 精通美股托管规则，掌握存仓、转仓及跨境结算机制
    • (In-depth knowledge of US stock custody rules and cross-border settlement)
    • 高度责任感，能独立管理多线程任务并按时交付结果
    • (Strong ownership with ability to multitask and deliver under deadlines)
    • 中英文流利（必須普通话），金融/经济类学历优先
    • (Fluent in English & Mandarin; finance/economics degree preferred)
    • 薪资面议（根据资深度身定制）
    • (Competitive negotiable package based on experience)
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