日英双语基金运营
FIL(大连)科技有限公司
- 公司规模:500-1000人
- 公司性质:外资(欧美)
- 公司行业:计算机服务(系统、数据服务、维修)
职位信息
- 发布日期:2020-11-12
- 工作地点:大连-沙河口区
- 招聘人数:1人
- 工作经验:3-4年经验
- 学历要求:本科
- 职位类别:其他
职位描述
Purpose of your role
To handle operational tasks such as new client account opening, account maintenance or other operational processes etc for our clients mainly within Asia-pacific regions and to ensure compliance of regulatory requirements of local countries and our internal Anti-Money Laundering procedures and policies.
Key Responsibilities
· Handle new clients onboarding set up and maintenance based on customer instruction and company policies or procedures, including Hong Kong, Taiwan, Singapore and Korea across APAC regions
· Set up and maintenance Ongoing commissions and Initial Commissions/Charges
· Handle enquiries from business per service level
· Complete all the customer requests and tasks assigned within the required timeframe
· Follow up on outstanding issues and problems and escalate when appropriate
· Ensure daily workflow are complied with Legal, Risk, Compliance policy and local regulatory requirements
· Ensure all Anti-Money Laundering and Gatekeeper rules are being followed and procedures are being updated accordingly
· Ongoing liaison with other departments in Hong Kong, Korea, Singapore and Taiwan to ensure a smooth workflow and all daily tasks are performed timely and accurately
· Working hours are 9:00 am to 6:00 pm (Monday to Friday)
· May need to work extra hours based on operational requirements
· May need to work on public holidays
· Any other tasks assigned by your line manager
Experience and Qualifications Required
· Bachelor or higher degree (preferably in Finance, Accounting, but not limited to)
· Fluent in Japanese and English
· Good team player
· Strong analytical skills, good logical thinking, problem-solving ability (including the ability to understand complex issues, manage and resolve complex operational issues) with proven business analysis and project co-ordination experience
· Self-motivation is essential, should demonstrate commitment to high quality design and development, results driven, and independent
· Good communication skills, ability to develop & maintain working relationships with a number of stakeholders
· Good time management ability
公司介绍
富达国际提供世界级投资方案及退休规划服务。作为一家私人持有及独立的公司,我们致力为客户提供专业及创新的投资服务和技术,来帮助他们达成财务目标。
富达国际在2004年和2008年分别设立了上海和北京代表处,并于2007年在大连成立技术中心,为亚太地区及英国的业务提供系统和运营支持。2015年,富达国际在上海成立了一家外商独资企业以进一步拓展中国业务。2017年1月,该外商独资企业获得由中国证券投资基金业协会颁授的私募证券投资基金管理业务资格,成为外资资产管理业内首家获得该项资格的公司。
我们为亚太区、欧洲、中东及南美的客户投资2,790亿美元的资产。我们的客户包括退休基金、中央银行、主权基金、大型企业、金融机构、保险公司、财富管理经理以及个人投资者。除了基金管理以外,我们在不同国家为雇员福利计划、顾问公司以及个人投资者提供投资相关的行政管理及咨询服务,所管理的资产约830亿美元。(数据截至2016年12月31日)
关于FIL(大连)科技有限公司
FIL(大连)科技有限公司成立于2007年,是富达国际在中国设立的***家独资公司。 公司的重点业务为技术开发和基础设施支持,通过卓越的系统开发为富达国际在亚太及欧洲地区的企业提供系统支持,同时也为亚太及欧洲地区的投资者提供运营服务。现有员工超过400人。
为富达国际亚太及欧洲地区业务提供业务解决方案
-开发和支持亚洲的公开网站和交易平台,网络和移动工具,各种报表和内部报告,以及内部处理工具的系统开发和支持
为富达国际亚太及欧洲地区业务提供基础设施支持
-提供网络、语音和其他基础设施支持,包括技术支援、IT安全、风险管理、发布管理、数据及存储、云服务、服务器和平台支持
为富达国际亚太及欧洲地区业务提供运营服务
-支持多个国家和地区(日本、中国香港、韩国、新加坡和中国台湾)
-包括开设账户、客户数据维护、设定价格、交易处理和结算
-针对日本业务的现金操控、交易操作、公司行动处理、法定基金文件和基金会计支持
详细信息,敬请访问公司中文网站 ******************* 及公司招聘网站***************************.
About Fidelity International
Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.
Fidelity International established its Shanghai and Beijing Representative offices in 2004 and 2008 respectively, and established Dalian technology centre in 2017 to provide systems and operations support to Asia Pacific and the United Kingdom. Fidelity International established a wholly foreign-owned enterprise (WFOE) in September 2015. In January 2017, the Shanghai WFOE became the first global asset manager to register with the Asset Management Association of China (AMAC) as a private fund management company.
We invest USD $279 billion globally on behalf of clients in Asia-Pacific, Europe, the Middle East, and South America. Our clients range from pension funds, central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for USD $83 billion in assets under administration. (Data as of 31 December 2016)
About FIL Technology (Dalian) Limited
FIL Technology (Dalian) Limited was established in 2007 and it’s FIL's first wholly owned enterprise in China. The critical business of Dalian office is focusing on technology development and infrastructure support, the office served as a systems development centre to bolster our growing business for institutional clients and investors in Asia-Pacific and Europe.
Provide business solution to Fidelity International Asia-Pacific and European business
-Development and support of content & transactional websites, web & mobile tools, internal processing tools, client reporting & management reporting
Provide infrastructure support to Fidelity International Asia-Pacific and European business
-Collaboration Services, Service Desk, Service Management, Systems Delivery & Integration, IT Asset Management, Release Management, Data Services, Digital, Web, Middleware, Platform & Storage Services, Enterprise Network Services including Voice Services, Data Centre Services, Cloud Services
Provide operation support to Fidelity International Asia-Pacific and European business
-Support multiple countries and regions (including Japan, HongKong, Korea, Singapore and Taiwan)
-Provides fund data management, client account, deal and banking operations to Asia distribution business
-Provides fund documentation, investment trade and cash operations, and fund accounting operations to Asia asset management to Japan business
For further information please visit ******************* / ***************************.
联系方式
- 公司地址:地址:span软件园12号楼