Associate, Specialist, Unit Trust Operations, Private Banking

See job description for details

DBS Bank (Hong Kong) Limited - Hong Kong - Full time

Salary: Competitive

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibility
  • Lead a team to manage daily operations for investment fund services, ensuring high-quality service and adherence to regulations and bank policies.
  • Monitor daily operations to meet agreed service levels and regulatory standards.
  • Help prioritize tasks to improve operational efficiency.
  • Ensure timely and accurate delivery of all required reports to management and partners.
  • Assist in training team members.
  • Understand and follow bank policies on information protection, security, and regulatory compliance, reporting any issues immediately.
  • Support daily transactions and oversee staff/vendor performance to ensure accuracy and compliance.
  • Resolve discrepancies with relevant parties promptly and escalate exceptions when necessary.
  • Handle customer complaints and inquiries efficiently.
  • Contribute ideas to improve processes and reduce risks.
  • Prepare and reconcile financial records.
  • Help prepare business continuity plans and conduct tests.
  • Promote awareness of regulatory and compliance requirements and internal controls among staff.
  • Support ad-hoc projects and system enhancements.
  • Foster a positive team culture and manage staff resources effectively.
  • Provide guidance and support to subordinates.
Requirement
  • A minimum of 4 years of experience in banking or investment operations, specifically with investment funds processing and settlement.
  • At least 2 years of experience in a supervisory or managerial role.
  • University degree in Finance, Business Administration, or a related field.
  • Strong leadership skills to guide a team towards goals.
  • Good interpersonal and communication skills.
  • A strong awareness of risk.
  • Ability to work well in a team and collaborate with subordinates.
  • Hardworking, open to feedback, and committed to achieving results.
  • Knowledge of banking or investment operations, especially the backend operations of investment funds.
  • Strong problem-solving skills and adaptability to change.
  • Detail-oriented with a strong control mindset, able to meet tight deadlines.
  • Highly motivated and able to work under pressure.
  • Proficiency in Microsoft Office.
  • Knowledge of banking or investment practices and procedures is essential.
  • Holding HKAB Banking Certificate or specialized qualifications like HKSI Licensing Examination Paper 1 is a plus.
  • May require support on Hong Kong public holidays.
Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.
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