Senior Officer – Investment Products - (Dealing and Operation)

Posting Date: 2025-06-02


Responsibilities:
  • Execute orders for funds, bonds, FCNs, and other investment products with established counterparties

  • Manage transaction processes including reporting and file submissions to internal departments such as Compliance and Settlement to ensure smooth completion of trades

  • Maintain a good relationship with fund houses, external platforms, custodian banks, and other parties regarding product-related matters

  • Mentor and provide advanced training and market insights to frontline staff to enhance product knowledge, fostering a culture of continuous learning and development

  • Collaborate with Department Manager to implement best practices within the investment product operations function

  • Involve in monitoring regulatory changes and ensuring all operational activities comply with internal policies and external regulatory requirements


    Requirements:
    • Bachelor’s degree or above in Finance, Business, or related fields

    • 3+ years of relevant working experience in investment product in funds and bonds

    • Holder of SFC Type 1, 4, 9 license is a must.

    • In-depth product knowledge of funds, bonds, and structured products gained through deadling experience or operational processing within a financial institution

    • Detail-oriented with a good understanding of transaction workflows and compliance requirements

    • Proven ability to work independently with strong communication and coordination skills


    We offer an attractive remuneration package including:
    • Performance Bonus
    • Staff Discount for Company Products/Services
    • Birthday Leave
    • Medical Insurance
    • Dental Insurance
    • Scholarships & Training Sponsorship



    To apply, please click "Apply Now" and submit your resume with expected salary.

    (Personal data collected will be kept strictly confidential and used for recruitment purpose only.)
    Apply Now


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