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招聘崗位
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
Manager / Senior Manager, Trust Middle Office
Key Responsibilities
• Support the end-to-end execution and administration of family trusts, corporate trusts, ESOP/EBT structures and other fiduciary arrangements.
• Coordinate trust setup processes, including client onboarding, due diligence, account opening, documentation execution, asset injection, funding arrangements and post-establishment administration.
• Review client profiles, transaction background and due diligence materials, and work with Compliance / KYC teams to ensure all onboarding requirements are completed in a timely manner.
• Liaise with clients, lawyers, tax advisers, banks, brokers, corporate service providers and internal stakeholders on trust establishment and ongoing administration matters.
• Prepare, review and maintain trust-related documents, internal approval papers, checklists, operation manuals, case records and client files.
• Monitor trust lifecycle events, including distributions, changes of parties, amendments to trust structures, account updates, asset transfers and ongoing servicing requests.
• Assist in handling corporate trust and employee incentive trust matters, including ESOP trust implementation, participant-related administration and coordination with listed or pre-IPO corporate clients.
• Work closely with front office / relationship teams to translate client needs into executable trust solutions and ensure operational feasibility before onboarding.
• Participate in internal process enhancement initiatives, including SOP development, workflow optimization, control improvement and service standardization.
• Support internal and external audits, periodic reviews, compliance monitoring and regulatory / policy-related projects where required.
• Conduct research on trust, fiduciary and related market developments (including regulatory changes such as Listing Rules amendments and treasury stock regulations), and help translate findings into internal process updates, professional publications and client solutions.
• Contribute to cross-functional projects and new business initiatives relating to family wealth planning, fiduciary product enhancement, trust platform expansion and channel partner development.
Requirements
• Bachelor’s degree or above in Business, Finance, Law, Accounting or other relevant disciplines; a postgraduate qualification is preferred.
• Around 2–5 years of relevant experience in trust, fiduciary services, private wealth, family office, corporate services or related financial services functions.
• Practical experience in family trust, corporate trust, ESOP/EBT, trust administration or trust implementation is highly preferred.
• Familiarity with client onboarding, customer due diligence / KYC, trust documentation and execution workflow.
• Good understanding of fiduciary services, trust structures and the operational requirements of trust setup and ongoing administration.
• Able to manage multiple transactions and stakeholders simultaneously with strong attention to detail and follow-through.
• Strong interpersonal and coordination skills, with the ability to work effectively across business, compliance, legal and operations teams.
• Sound judgment, a strong sense of responsibility, and the ability to work independently in a fast-paced environment.
• Proficiency in both written and spoken English and Chinese, including Putonghua.
• STEP TEP qualification or progress toward STEP would be an advantage.
Post date: 31 Mar 2026
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].