Senior Manager, Investment Operation - Bank Insurance
Local bank · Large bank
MongkokOn-site
Role overview
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join the bank and discover how valued you’ll be.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, the bank offers opportunities, support and rewards that will take you further.
Insurance
the bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965.
Over the years, the bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of the bank.
As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.
We are currently seeking a high caliber professional to join our department as Senior Manager, Investment Operations.
Principal Responsibilities
Team leadership & delivery - set priorities, targets and service standards; coach team members and manage day-to-day delivery across internal teams and outsourced parties.
Lead custodian / outsourcing oversight reviews, track KPIs/KRIs, manage remediation plans and drive continuous improvement with vendors.
Govern custodian scope including (but not limited to):
Investment reporting
Custody services (account/security maintenance, segregation and reporting)
Trade support (fund transfers, settlement support)
Other fund administration activities
Operating model optimization - Optimise the investment operating model and workflows in alignment with Group INS blueprint and local business needs.
Stakeholder management - Act as a key relationship manager to the CIO / Investment team, supporting investment business needs across settlement and operat...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Risk management, issue handling & FCC - Act as an escalation point for incident management, root-cause analysis and corrective/preventive actions. Proactively manage operational risks, ensuring controls are effective and aligned to internal policies and external regulatory requirements. Take personal responsibility for Financial Crime Compliance (FCC): remain vigilant, follow relevant FCC policies/procedures, and escalate suspicious or unusual activity promptly.
Change & Procedure - Implement Group INS/HSIC change programmes; develop/review operating procedures (including outsourced parties) to meet internal policy and regulatory requirements.
Bachelor's Degree in a relevant field
Minimum of 8 years' experience in within the insurance industry, exposure to investment field preferred.
Proven leadership experience (team leadership, governance, and delivery accountability).
Experience in managing and mitigating operational risks as part of their day to day operations
Excellent communication, interpersonal, and analytical skills
Strong self-motivation and ability to work under pressure
Proficiency in both English and Chinese
Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes.
