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招聘岗位
Title: Senior Manager/Manager_Operations Department
Key Responsibilities
1. Trade and Portfolio Operations Support
- Perform trade execution checking, confirmation, settlement and reconciliation for securities and fund transactions
- Handle daily operational matters with custodians, brokers, banks and fund administrators
- Conduct daily / monthly cash and position reconciliations
- Monitor and process corporate actions, dividends, interest, fees and expense bookings
- Support NAV calculation and reconciliation with fund administrators (for Type 9 activities)
- Assist in client onboarding, including KYC, CDD, EDD, CRS and documentation updates
- Ensure all client data complies with AML / CTF and SFC regulatory requirements
- Handle client instructions, fund transfers, trade orders and enquiries
- Maintain proper client and transaction records in accordance with record‑keeping requirements
- Work closely with Compliance and Responsible Officers (RO) on:
- SFC enquiries
- Periodic regulatory reporting and filings
- Internal and external audits
- Support compliance monitoring and internal control processes
- Assist in ensuring operational processes comply with:
- Securities and Futures Ordinance (SFO)
- Code of Conduct
- Fund Manager Code of Conduct (where applicable)
- Establish, update and implement operational policies and procedures (SOPs)
- Assist in identifying operational risks and recommending improvement measures
- Perform daily operational checks to ensure proper segregation of duties
- Support operational setup for new products, funds or business initiatives
Requirements
- Bachelor’s degree in Finance, Accounting, Business or a related discipline
- 4–8 years of operations or middle/back‑office experience in financial institutions (depending on seniority)
- Familiar with operational workflows for SFC Type 1 / 4 / 9 regulated activities
- Experience in asset management firms, securities houses or hedge funds is an advantage
- Strong knowledge of Hong Kong regulatory requirements and market practices
- Detail‑oriented, responsible and able to work under tight deadlines
- Good communication skills with proficiency in both written Chinese and English
- Proficient in Excel and financial systems (e.g. Bloomberg, trading or fund administration systems)
Post date: 29 Apr 2026
经理 / 高级经理，信托中台
（家族信托及企业信托）
工作地点：香港 | 所属部门：信托服务部
职位概述
我们正在寻找一位能力突出、注重细节的信托专业人士，加入我们位于香港的信托服务团队。该岗位处于业务拓展、运营管理、合规审查与客户执行的交汇点，负责支持家族信托及各类企业信托架构（包括ESOP/EBT信托及其他定制化受托安排）的设立与持续管理。
成功的候选人将与客户经理、客户、法律顾问、合规团队、运营团队、外部服务商及金融机构紧密合作，确保信托架构的顺利搭建、规范管理及持续运作，使其符合内部政策和适用的监管要求。
对于在信托架构搭建、客户准入、业务执行及信托全生命周期管理方面拥有实操经验、并希望在一个充满活力且快速成长的信托平台上深化专业能力的信托人才而言，这是一个绝佳的发展机遇。
主要职责
• 支持家族信托、企业信托、ESOP/EBT架构及其他受托安排的端到端执行与管理。
• 统筹信托设立流程，包括客户准入、尽职调查、账户开立、文件签署、资产注入、资金安排及设立后的持续管理。
• 审查客户背景资料、交易背景及尽职调查材料，与合规/KYC团队协作，确保所有准入要求及时完成。
• 就信托设立及持续管理事宜，与客户、律师、税务顾问、银行、券商、企业服务商及内部各方进行联络协调。
• 编制、审核和维护信托相关文件、内部审批材料、核查清单、操作手册、案例记录及客户档案。
• 监控信托全生命周期事项，包括分配、当事人变更、信托架构修订、账户更新、资产转移及持续服务请求。
• 协助处理企业信托与员工激励信托事务，包括ESOP信托落地实施、参与人管理及与上市或拟上市企业客户的协调工作。
• 与前台/客户关系团队紧密合作，将客户需求转化为可执行的信托方案，并在准入前确保运营可行性。
• 参与内部流程优化工作，包括SOP制定、工作流优化、控制提升及服务标准化。
• 根据需要支持内外部审计、定期审查、合规监控及监管/政策相关项目。
• 对信托、受托服务及相关市场动态开展研究（包括《上市规则》修订、库存股新规等监管变化），并将研究成果转化为内部流程更新、专业文章及客户方案。
• 参与跨部门项目及新业务拓展，涉及家族财富规划、受托产品提升、信托平台拓展及渠道伙伴开发等领域。
任职要求
• 商业、金融、法律、会计或相关专业本科及以上学历；研究生学历优先。
• 约2至5年信托、受托服务、私人财富、家族办公室、企业服务或相关金融服务领域的工作经验。
• 具有家族信托、企业信托、ESOP/EBT、信托管理或信托落地实施的实操经验者优先。
• 熟悉客户准入、客户尽职调查/KYC、信托文件及执行流程。
• 对受托服务、信托架构以及信托设立与持续管理的运营要求有良好理解。
• 能同时管理多项业务及多方利益相关者，注重细节，确保事项跟进到位。
• 具备出色的人际沟通与协调能力，能够在业务、合规、法务和运营团队之间高效协作。
• 具备良好的判断力和高度的责任感，能够在快节奏的环境中独立开展工作。
• 精通中英文书面及口头表达，包括普通话。
• 持有STEP TEP资格或正在考取STEP者优先。
优选条件
• 具有高净值/超高净值客户服务经验。
• 具有服务上市公司客户、员工激励信托架构或跨境信托事务的经验。
• 具有制定或优化SOP、内部工作流程及服务流程的经验。
• 具有管理或引入外部渠道合作伙伴（投资银行、律师事务所、会计师事务所、家族办公室等）的经验。
• 具备商业敏感度，能够将客户需求与内部执行要求有效衔接。
• 了解离岸信托司法管辖区。
刊登日期：2026年3月31日
Position: Associate Director/Director_Trust Service
Job Responsibilities
- Assist in the execution of domestic, offshore, and cross‑border family trust projects, supporting end‑to‑end trust establishment work.
- Prepare project documentation, including information packages, due diligence materials, and other required onboarding documents.
- Draft, review, and refine trust deeds, supplemental agreements, authorisation letters, and other documents related to trust setup.
- Support the administrative workflow for trust establishment to ensure compliance, accuracy, and timely delivery.
- Follow up on investment instructions, coordinate execution, monitor transaction status, and maintain related investment records.
- Prepare, update, and maintain client servicing data, reports, and internal records to ensure accuracy and completeness.
- Liaise with internal stakeholders, external partners, financial institutions, and professional firms to facilitate smooth trust administration.
- Provide day‑to‑day operational support to ensure high‑quality service delivery for high‑net‑worth clients and family trust structures.
Job Requirements
- Bachelor’s degree or above in Law, Finance, Business, Wealth Management, Accounting, or related disciplines.
- Relevant experience in trust services, private banking, family office, legal documentation, or wealth management will be an advantage.
- 1–3 years of experience in financial services, trust operations, legal drafting, compliance, or investment administration preferred.
- Strong command of written and spoken English and Chinese, with the ability to draft and review professional documents accurately.
- Proficient in Microsoft Office (Word, Excel, PowerPoint), especially in handling data reports and structured documentation.
- Good communication and coordination skills; able to work effectively with internal teams and external service providers.
- Ability to manage multiple tasks in a fast‑paced, cross‑border environment.
Post date: 27 Feb 2026
Position: Associate Director / Director (Financing & Investment Department)
Job Duties:
- Develop and maintain relationships with institutional clients, specifically focusing on the offshore subsidiaries of major Chinese financial institutions (including banks, securities firms, and insurers).
- Identify and execute sales opportunities for wealth management and asset management products (e.g., Funds, Fixed Income, Structured Products).
- Manage the full sales cycle from initial contact to deal closure and ongoing account maintenance.
- Implement sales strategies to achieve assigned revenue targets and AUM growth.
- Coordinate with internal product and investment teams to tailor solutions that meet specific client requirements.
- Leverage understanding of internal processes within Chinese financial institutions to facilitate smooth product onboarding and approval.
- Act as a liaison between the firm and client headquarters/subsidiaries to resolve operational or compliance issues.
- Provide feedback on market trends, client needs, and competitor activities to senior management.
- Ensure all activities comply with relevant regulatory requirements and internal policies.
Job Qualifications:
- Minimum of 10 years of relevant experience in institutional sales, capital markets, or asset management.
- Proven work experience within both the Mainland China headquarters and offshore subsidiaries (HK/SG) of top-tier Chinese financial institutions.
- Demonstrated track record of working with clients from Chinese financial institutions and understanding their internal decision-making processes.
- Bachelor’s degree or above in Finance, Economics, Business Administration, or a related discipline.
- Strong understanding of financial products, including mutual funds, bonds, and structured notes.
- Familiarity with the regulatory environments in both Mainland China and the offshore market.
- Detail-oriented with strong organizational skills.
- Proactive, self-motivated, and able to work under pressure.
- Native proficiency in Mandarin Chinese is essential (Primary working language).
- Fluent in English (Able to communicate effectively for daily operations).
Post date: 16 Jan 2026
Position: Assistant Manager/Manager (Finance and Operations Department)
Job Duties:
- Handle full set accounts and daily accounting operations independently
- Prepare the monthly financial statements and various report such as client's account
- Liaise with auditors and related parties for audit matters
- Participate in budget planning, cash flow projection.
- Assist the finance head at the Beijing headquarters in completing related tasks, including improving standardized financial processes, internal control management systems, budget formulation and tracking, financial audits, financial statement submission and analysis.
- Perform general administrative jobs & procurement process.
- Handle accounting systems related matters
- Support ad-hoc projects and analysis
- Candidates with less experience will be considered as Assistant Finance Manager
- Perform ad-hoc tasks as assigned
Job Qualifications:
- Bachelor's degree in Finance, Accounting or related discipline;
- Minimum 2 years of experience in management reporting within financial services industry;
- Professional qualification such as CFA, FRM, CPA is a strong advantage;
- Good command of spoken and wrttien English and Chinese;
- Proficiency in use of MS office (including MS Excel & PowerPoint), experience with SAP perferred;
- Good team player and demonstrated strong interpersonal skills;
- Detail-oriented with solid analytical and problem-solving skills.
- Ability to work independently, manage multiple priorities, and excel in a dynamic, fast-paced environment.
Post date: 29 Sep 2025
Position: Senior Manager/Associate Director (Finance and Operations Department)
Job Duties:
- Prepare and analyze comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- Provide insightful analysis and recommendations to senior management to support strategic decision-making.
- Develop and maintain financial models to forecast business performance and identify key trends.
- Manage and optimize daily cash flow, ensuring sufficient liquidity for operational needs.
- Conduct cash flow forecasting and variance analysis to proactively address potential shortfalls or surpluses.
- Oversee treasury functions, including managing banking relationships, debt, and foreign exchange exposures.
- Assist in the evaluation and management of the company's investment portfolio.
- Monitor investment performance and prepare reports for review by senior leadership.
Requirement
- Bachelor's Degree in Finance, Accounting, or a related discipline is required.
- HKICPA/ ACCA or equivalent chartered accountant qualification
- Minimum 5 years of relevant experience with commercial firms is required
- Strong analytical, problem-solving, and communication skills.
- Detail-oriented with strong analytical skills,
- Excellent problem-solving, interpersonal, and communication skills are a must.
- Good command of both written and spoken English and Chinese
Post date: 29 Sep 2025
Position: Assoicate Director/ Director_Head of IT Department
Requirements:
- A degree in Information Technology, Computer Engineering, or Computer Science or equivalent; CompTIA Security+ and ITIL certification preferred
- A minimum of six years of hands-on experience in networking, server infrastructure, virtual machine platforms, VPN, firewalls and Windows Server administration
- In-depth knowledge of Cyber Security and network security
- Hands-on experience in Microsoft M365, Microsoft Azure
- Hands-on experience in IT security, including the implementation, monitoring, and management of security measures to protect systems, networks, and data
- Experience with security frameworks and tools, vulnerability assessment tools, and endpoint protection solutions is an advantage
- Strong communication and interpersonal skills with a good command of English and Chinese. Excellent analytical and problem-solving skills
Responsibilities:
- Provide daily support and maintenance for application systems and computer equipment. This includes identifying user problems and recommending solutions based on defined policies and procedures or recorded actions in helpdesk records
- Implement, monitor, and manage IT security measures to protect the Company’s systems, networks, and data from potential threats and breaches
- Conduct regular security assessments, including vulnerability scans, penetration tests, and risk analyses, and implement mitigation measures
- Ensure compliance with the Company and Group’s IT security policies and regulatory requirements by maintaining and updating security documentation and protocols
- Prepare, assess, and review IT documentation, such as network diagrams, system equipment lists, and incident reports, accurately and promptly
- Assist in developing solutions for business systems to meet specifications for the Company’s approved requests for change and new development
- Provide daily support and maintenance for desktop PCs, Macintosh systems, network infrastructure, communication equipment and IT security
- Coordinate with end users and system vendors to maintain computer systems
- Handle IT purchase request & IT inventory management, liaise with external vendor & services providers
Post date: 1 Aug 2025
Position: Director/Associate Director/Senior Manager_ Legal & Compliance Department
Vacancy: One
Job duties
· Handling general and investment compliance related matters pertaining to the Company and ensuring that the asset management and fund management businesses adhere to relevant legal and regulatory requirements.
· Being responsible for liaising with front office to ensure that any new business initiatives conform to internal requirements and external regulations.
· Providing professional advice to senior management on statutory compliance, practical matters and identifying any associated compliance risks and liabilities.
· Performing periodic compliance monitoring and reviews on various business activities
· Providing relevant compliance training on various subject matters.
· Assisting other members of the department on various other matters, including but not limited to: SFC inspections, SFC inquiries & investigations.
· Managing license applications and CPT requirements and responding to any inquiries from regulators on such matters.
· Performing and co-ordinating fund-related compliance controls and reporting fund investment and management activities as appropriate.
· Taking up ad-hoc projects with other affiliate team members.
· Advising on any other legal or compliance issues of the Company Job
Requirement
· Bachelor degree in Law, Accounting, Business or a related discipline
· Minimum 3 years of relevant legal and compliance experience
· Excellent presentation skills and analytics skills
· Knowledge about China Market
· Well organized and detail minded. Always think of the best solution
· Immediately available is highly preferred
Post date: 10 Apr 2025
Position: Internship
Vacancy: Two
Job duties
- Assist for meeting arrangement
- Assist for presentation material preparation
- Prepare Investment proposal and reports
Job Requirement
- University student
- Well organized and detail minded
- Willing to learn about financial industry
- International exposure
Post date: 10 Feb 2025
Position: Executive Director/Associate Director_Financing and Investment Department
Vacancy: One
Job duties
-Responsible for private equity investment and related works
-Conduct thorough research, due diligence and analysis of potential investment
-Prepare Investment proposal and reports
- Manage the investment including the negotiation and transactions of investment projects
- Monitor and manage the investment portfolio to ensure alignment with investment objectives and risk tolerance.
-Evaluate and analyze the investment performance
Job Requirement
- 3+ years of experience in private equity investment
- Master in Finance, Business, Accounting or related discipline
- Excellent presentation skills and analytics skills
- Knowledge about China Market
- Well organized and detail minded. Always think of the best solution
- Immediately available is highly preferred
Post date: 20 Jan 2025
Position: Executive Director/Associate Director_Asset Management Department
Vacancy: One
Job duties
-Responsible for private equity investment/asset management and related works
-Conduct thorough research, due diligence and analysis of potential investment
-Prepare Investment proposal and reports
- Manage investment including the negotiation and transactions of investment projects
- Monitor and manage the investment portfolio to ensure alignment with investment objectives and risk tolerance.
-Evaluate and analyze the investment performance
Job Requirement
- 3+ years of experience in private equity investment
- Master in Finance, Business, Accounting or related discipline
- Excellent presentation skills and analytics skills
- Knowledge about China Market
- Well organized and detail minded. Always think of the best solution
Immediately available is highly preferred
Post date: 20 Jan 2025
Position: Director/Associate Director_Financing and Investment Department
Vacancy: One
Job duties
-Responsible for private equity investment and related works
-Conduct thorough research, due diligence and analysis of potential investment
-Prepare Investment proposal and reports
- Manage the investment including the negotiation and transactions of investment projects
- Monitor and manage the investment portfolio to ensure alignment with investment objectives and risk tolerance.
-Evaluate and analyze the investment performance
Job Requirement
- 3+ years of experience in private equity investment
- Master in Finance, Business, Accounting or related discipline
- Excellent presentation skills and analytics skills
- Knowledge about China Market
- Well organized and detail minded. Always think of the best solution
- Immediately available is highly preferred
Post date: 02 Jan 2025
Position: Manager
Job Description
- Provide quality customer service through accurate and efficient transactions
- Meet the financial services needs of customers by identifying opportunities and referring them to appropriate colleagues
- Ensure smooth operations and achieve satisfactory audit rating by meeting all control and service requirements
- Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with Company or regulatory standards and policies
Requirements
- Bachelor degree holder
- Customer centric mindset with commitment to deliver quality service
- Self-motivated and adaptable to a service environment
- Good interpersonal and communication skills with fluency in Cantonese and English. Mandarin is a definitive advantage.
- No experience required; Candidates who are passionate about financial industry are welcome to apply
Post date: 01 Aug 2024
Application Methods
Please send your CV to the following email: [email protected]
Method of assessment
- Phone interview or
- Face to face interview
- Written test if needed
Background check requirements
All job offers are subject to background checks.
Notice of selection result
The offer will be made within one month after closure of application period by email or phone.
Recruitment channel
The job details post on CTI Company website
Contact information
If you have any enquiries, please contact us at 2663 1262 or [email protected].