Job Details

Dealing Administrator (1 year contract)
  • 5 days working week
  • Immediate available is highly preferred
  • insurance industry

Our client is a global famous insurance company. They are looking for an Dealing Administrator (1 year contract) to join their dynamic team.


  • To assist the processes which include but not limited to client onboarding, KYC/AML, name search, Client Agreement are enforcement of and adherence to company policy / guidelines as well as compliance with regulatory requirements
  • To assist the processes of client’s instructions which include but not limited to Subscription, Redemption, Switching, Settlement, Transfer and Change of Record are enforcement of and adherence to the cut-off time of Funds and requirement from Fund’s transfer agency
  • To assist the reporting with internal stakeholders / peers are distributed on time
  • To assist the mailing processes if applicable


  • Bachelor’s degree in Accounting, Finance or Business with 2 years relevant working experience, particularly in asset management or Wealth management from fund distribution channel.
  • Experience in fund distributor operations an advantage
  • Experience and knowledge in client on boarding including but not limited to KYC / AML checking for individual and institutional client
  • Experience and knowledge in order placement and execution
  • Strong sense of risk and immediate alert management is essential
  • Possess sound general knowledge of financial markets
  • Good working collaboratively with internal and external clients
  • Computer literacy with common PC applications (i.e. familiarity with Microsoft Office, particularly Excel & PowerPoint), and experience with Wealth management, operations of fund distributor and Portfolio Accounting systems an advantage
  • Excellent command of written and spoken English and Chinese

Work location: Kwun Tong

Our client will offer competitve package to the right candidates. 
Interested parties please email a MS word version resume with latest and expected salary to

Job Ref: 102-130919-VM
Open To: Hong Kong Residents Only
Location: Kowloon
Job Type: Contract
Submitted: 13-09-2019 11:56 AM
Start Date:
Contact: Venus Ma
Contact Phone: 22811226

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