Employer Ref: MCAH-Settlement
Recruit Ref: L047225156
Posting Date: 2020-11-20
Money Concepts (Asia) Holdings Ltd

Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 40 years. 

Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning

Settlement Officer

Job Description:

To assist in preparing monthly reports

To handle the operations and maintenance of trading accounts

To conduct regular daily dealing system management

CRM maintenance & data base control

Account set up & after sales services

customer review and customer due diligence in related to regulatory requirements

To provide administration support and handle any ad hoc tasks assigned by the supervisor



Degree holders or Higher Diploma Holder

Knowledge in securities industry with understanding of relevant practice, rules and regulations in SEHK and SFC preferred

Having passed the Insurance Intermediaries Qualifying Examination or Hong Kong Securities Institute Licencing Examinations is an advantage

Self-motivated and able to work under pressure Proficiency in both spoken and written English and Chinese, Putonghua a plus

Strong analytical skills, provide accurate & professional management reports

Independently, well-organised and strong sense of responsibility

Ability to manage multiple tasks and priorities

Well organised, mature, polite, reliable and able to work independently

Immediately available is an advantage

有意者請電郵至 HR@MoneyConceptsAsia.com

Banking / Finance / Securities / Investments 
Job Position Level:
Min. Edu. Level Req:
Associate Degree / Higher Diploma 
Total Working Exp:
$10,000 - $14,000 (Monthly)
Wanchai District / Wan Chai
  • Five-Day Work
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