Responsibilities:
Client Account Data : Oversee the maintenance of Client account data and mapping within multiple systems across multiple teams
Regulatory Compliance : Mitigated risk by verifying that all client static data met local regulatory standards before trading commenced
Reference Data Management : Administered complex financial instrument records across core reference data platforms and connected software
Process Improvement : Pinpointed workflows ripe for automation, successfully driving improvements in both data quality and client satisfaction levels
Requirements
Bachelor's degree holder
At least 5 years' Client and Reference Data Management experience in Investment Banking or Securities Brokerage
In-depth knowledge of reference data domain (Instrument / Client Data) Management processes within Operations
Proficiency in Cantonese, Mandarin and English is essential for effective communication with clients and teams
Strong organizational skills with a focus on detail, accuracy, and effective record-keeping
Excellent interpersonal and communication skills with an emphasis on client service
Full-time