Job Description
Title: Operations Assistant Manager (Banking) Department: Retail Operations Reports to: Operations Manager, Retail Operations Location: Dalian, China Job Type: Permanent Reference number: N/A
About Fidelity International
Fidelity International was established in 1969 and provides asset management services to investors all over the world outside the US and Canada. We offer a wide range of funds to investors and currently manage over US$200 billion 1 for private individuals and institutions.
Working with investors, financial advisers and distributors around the world, we provide easy access to our investment funds to help people achieve their medium to long-term investment and savings goals. We are a stock-picking asset manager and our Fund Managers use in-house analysis from our own award-winning in-house research teams to build international investment products and portfolios stock-by-stock from the bottom-up. For further information please visit www.fidelityrecruitment.com.
About Dalian Operations
Dalian Operations is an operational service center responsible for providing supports to Fidelity's clients in Asia Pacific, including Hong Kong, Taiwan, Korea, Singapore and Japan. The teams provide account administration services (including account opening, account maintenance, dealing, settlements, cash match, payment handling etc.) to clients of different business channels in the region, including banks, brokerage firms, IFAs, insurance companies, high net-worth direct, retail direct, institutional. The product range supported includes SICAVS, B shares, monthly dividend funds, 3rd party funds. As some of the processes for the Asian clients are supported out of the UK head office, it is also the responsibility of the teams to communicate with the UK Operations teams to achieve operational excellence. In addition, the teams work very closely with the various Oversight teams (Legal, Compliance, Internal Audit, Corporate Security/AML, and Risk) in the region to implement Oversight requirements.
Purpose of your role
The major purpose of this role is to lead the team to provide back office support to all business channels on banking related services.
Your key accountabilities
Manage and lead Banking Team in Dalian to provide professional support and services to all businesses The key processes managed are: redemption deal settlements, payment run report handling, payment arrangement, fraud policy implementation and controls, cash-match, bank reconciliations, email inquiries, etc Manage and resolve issues/problems timely and effectively with proper escalation Participate and implement projects and business initiatives which impact the team Drive and manage process improvements and client servicing standard upgrade Maintain an up-to-date record of procedures and policies with reduction in manual intervention Implement new procedures to comply with AML and other Oversight monitoring requirements Develop and deliver effective management reporting and data statistics Arrange trainings to both new staff and existing team members Ongoing liaison with Hong Kong, Korea, Singapore, Taiwan and UK counterparts to promote team work and provide good service to clients Normal working hours from 9:00 am to 6:00 pm, could be adjusted based on business volume May need to work extra hours based on operational requirements May need to work on public holidays
1 Assets and Resources as at 30.06.10
Fidelity Confidential Information Your skills and experience
Minimum 5 years of working experience in BPO or customer service areas. Experience in banking or investment business is preferred Minimum 1 year of experience in supervisory level with good people management skills BS or higher degree (or equivalent) in Finance, Business or related discipline Strong English skills both in speaking and writing Good time management and problem solving skills Detail oriented Good communication skills Proactive and outspoken Good presentation and interpersonal skills Independent, good team player Sensitive to data and numbers Ability to work well under pressure
Values
Think like an entrepreneurs Earn the client's trust Act with Integrity Make it happen
Job Status: Permanent Code of Ethics Classification: NA
How to Apply If you wish to apply for this position, please send your CV, quoting Job Title/Reference Code in the subject line. For Internal Candidates (FIL employees): Please submit your application via your line manager to the HR Generalist. For External Candidates: Please email to [email protected]
* Please note that you must be eligible to work in Dalian China
Fidelity Confidential Information