Key Areas of Responsibilities Assist the Director in managing key operational functions such as static data administration, post-trade processing, settlement, cash management, and nominee services. Review and refine operational policies and procedures to enhance efficiency and effectiveness. Provide expert support to Front Office and Business Teams on operational inquiries and issues. Collaborate with internal departments and external partners to resolve operational problems promptly. Ensure all operational activities comply with regulatory standards and internal policies. Drive process automation initiatives to streamline workflows and increase productivity. Participate in the development and implementation of new products and business processes, ensuring proper controls and sufficient resources are in place prior to launch. Support system enhancements by participating in user acceptance testing and deployment phases. Assist in managing team performance and fostering a professional, high-performing work environment. Prepare management reports and conduct ad-hoc analyses as needed. Requirements Bachelor’s degree in Finance, Business Administration, or a related field. At least 7 years of relevant experience in securities brokerage and wealth management industries. Strong knowledge of securities processing systems such as CCASS, DCASS, Euclid, CMU, and CTM. Excellent leadership, communication, and interpersonal skills. Proven project management skills and advanced IT knowledge are preferred. Proficiency in English and Chinese (including Putonghua), both written and spoken. Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest. CITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.

Associate Director, Operations, Wealth Management, Operations.

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