Key Responsibilities

1. Clearing and Valuation Responsible for the clearing, bookkeeping, and reconciliation of investment transactions to ensure accuracy and timeliness. Conduct portfolio valuation and related analysis, preparing regular valuation reports and various internal and external operation reports. Coordinate with regulators, fund registrars, external partners, and service providers to ensure compliance and operational excellence in clearing and valuation processes.

2. Operations Management Manage daily cash positions and fund transfers between product accounts. Support internal teams in executing client subscriptions, redemptions, and related cash movements. Participate in the evaluation, testing, and selection of systems and service providers concerning clearing, reconciliation, portfolio maintenance, and valuation, providing enhancement recommendations. Oversee complete product lifecycle operations and maintain proper documentation and record retention.

3. Fund Administration Assist in fund setup, termination, documentation management, and unit/share registration. Collaborate with registrars, external partners, and service providers to ensure fund administration is performed in accordance with internal policies and regulatory requirements.

4. Process and Policy Development Support the development and enhancement of departmental operational policies and procedures to continuously improve efficiency and strengthen risk management.

5. New Business Development Support Contribute to the planning and implementation of new products and business initiatives in line with the company’s strategic development.

Position Requirements

1. Education Bachelor’s degree or above in Accounting, Finance, or other related disciplines from a full-time program. Postgraduate qualification or overseas education background in finance is an advantage.

2. Core Competencies Strong communication, coordination, and execution skills, with a collaborative team mindset. Meticulous, responsible, and proactive in managing operational details. Demonstrates high professional integrity and strong compliance awareness. Open-minded, eager to learn, and capable of problem-solving and continuous improvement.

3. Knowledge and Skills Proficient in office automation tools and relevant operational systems. Hands-on experience with asset management or fund operation systems is preferred. Knowledge in accounting, information technology, banking operations, or securities settlement is a plus.

4. Work Experience A minimum of three years of relevant experience in asset management operations, including trade clearing, valuation, and fund administration.

5. Professional Qualifications Preferably holds or has passed professional examinations such as the Securities and Futures Practitioners Qualification or accounting-related certifications.

Data collected will be kept strictly confidential and used for recruitment purposes only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

1. Review client account opening documents, conduct due diligence, classification management, and anti-money laundering checks.

2. Handle clients' daily notifications, business inquiries, and complaints or suggestions.

3. Process various daily business applications from clients.

4. Maintain client information and account status.

5. Manage client account relationships and tax identity.

6. Monitor abnormal client transactions.

7. Keep records of client account information and business processing.

8. Perform other tasks as assigned by the department.

1. Bachelor's degree or above in Finance, Economics or related majors.

2. At least 2 years of customer service experience in financial institutions.

3. Priority given to candidates who have passed the HKSI examination and obtained a licensed representative qualification for futures or securities from the Hong Kong SFC.

4. Strong communication, adaptability, and service awareness; familiarity with FATCA/CRS operations is preferred.

5. Proficient in computer operations and Microsoft Office software.

6. Good command of spoken and written English; fluency in Cantonese and Mandarin is preferred.

7. Candidates with less experience will be considered for the position of Customer Service Officer.

The company will provide competitive and comprehensive human resources development support.

Personal information collected will be kept strictly confidential and only used for recruitment purposes. For our personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer/.

1、负责多策略、多架构产品研究、设计、开发与管理；熟悉香港、跨境和海外资产管理产品生态和法规环境。

2、编制、维护和更新产品组成文件，包括但不限于投资管理协议、托管协议、行政管理协议、税务合规安排等。调研、管理和维护产品外部合作机构、服务提供商。

3、统筹产品方案设计与设立流程，负责产品全生命周期管理，确保产品风险管理与合规控制符合监管要求及公司内部控制标准。

4、支持资产管理运营团队，提高产品运营效率和客户满意度。

5、与投资研究团队协作，优化管理方案。

6、完成部门交办的其他相关工作。

1、本科及以上学历，法律、商科或相关专业优先。

2、三年以上资产管理产品设计、开发及管理经验，熟悉多策略、多架构产品，有协助业务拓展的经验。

3、熟悉香港及跨境、海外资产管理产品生态及相关监管政策，具备扎实的风险控制和合规意识，熟悉产品生命周期内控管理。

4、工作细致，责任心强，具备较强的逻辑分析与问题解决能力，具备持续学习能力和高度的责任感。

5、具备良好的中英文书写能力与沟通协调能力, 具有良好的团队合作精神及人际关系管理能力。

6、经验较少的将被考虑为助理经理。

Data collected will be kept strictly confidential and used for recruitment purposes only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

Key Responsibilities

1. Cash Management: Monitor, allocate, and optimize daily cash flow. Manage bank accounts and execute payments to ensure security and efficiency.

2. Payments & Reimbursements: Process employee reimbursements and supplier/vendor payments accurately and timely, ensuring compliance.

3. Procurement Support: Assist in procurement processes and platform development.

4. General Finance Support: Provide daily departmental support and perform ad-hoc finance tasks.

Requirements

1. Bachelor's degree or above in Finance, Accounting, or a related field.

2. Professional qualification such as CPA (Certified Public Accountant) is preferred.

3. 1-2 years of relevant experience in the financial industry or an accounting firm. Outstanding recent graduates will also be considered.

4. Knowledge of relevant financial regulations, including those of the SFC.

5. Familiarity with the operational rules and regulatory requirements of international futures or securities markets.

6. Strong teamwork, communication, and interpersonal skills.

7. Fluency in written and spoken English and Chinese (Cantonese and Mandarin).

Data collected will be kept strictly confidential and used for recruitment purpose only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

Key Responsibilities:

1.Conduct daily monitoring of credit and market risks during the company's business operations, establish and track risk indicators, assess identified risks, and develop risk control plans;

2.Assess operational risks occurring within the company in accordance with relevant operational risk management procedures, and track the implementation of remedial measures;

3.Conduct risk assessments for New Products Approval and complete the corresponding processes;

4.Assist the Risk Management Manager in establishing and revising risk management policies and procedures;

5.Report risk incidents through the reporting lines in accordance with procedures.

6.Handle ad-hoc tasks as assigned by the department.

Requirements：

1. Bachelor’s degree or above in Finance, Economics, Business or related discipline.

2.Minimum of 2 years of risk management experience in Futures, Securities or Asset Management；

3. Self-motivated with good interpersonal and stakeholder management skills, ability to liaise with different counterparties.

4..Proficiency in both written and spoken Chinese and English.

Data collected will be kept strictly confidential and used for recruitment purpose only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

Key Responsibilities

1. Contract & Document Governance

• Draft, review, and negotiate a variety of legal documents (e.g., commercial contracts, financial agreements, corporate governance documents) to ensure alignment with regulatory standards and business objectives.

• Develop and maintain standardized protocols for legal document review and template libraries to ensure compliance and risk mitigation.

2. Legal Risk Mitigation

• Provide comprehensive legal support to business units, including legal feasibility assessments and dispute resolution.

• Deliver risk assessment reports and actionable mitigation strategies to senior management, ensuring alignment with organizational objectives.

3. Litigation & Regulatory Engagement

• Manage litigation, arbitration, and regulatory investigations (if applicable), coordinating with external counsel to minimize penalties.

• Prepare legally substantiated responses to regulatory bodies and maintain records of legal proceedings.

4. Team Leadership & Training

• Mentor junior legal staff and manage external legal resources.

• Conduct legal training programs on data privacy and sanctions avoidance strategies.

Requirements

• Bachelor’s degree or higher in Law (LLB/JD); active legal practice certification;

• 7+ years of legal experience in financial institutions/law firms, with 3+ years in managerial roles;

• Expertise in financial legal documentation is highly preferable;

• Familiarity with asset management agreement or fund documentations is preferable;

• Knowledge of the Securities and Futures Ordinance, SFC rules and regulations;

• Strong team player with excellent communication and interpersonal skills;

• Excellent command of written and spoken English and Chinese;

• Proficient in Microsoft Office application including Word and Excel.

公司將提供同行中富有競爭力的人力資源綜合發展支援。

Data collected will be kept strictly confidential and used for recruitment purpose only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

Key Responsibilities

· Assist with license management and policy issuance management.

· Conduct the internal control effectiveness assessment, regulatory information reports, and other compliance-related tasks.

· Draft meeting minutes, prepare resolutions, and archive documents.

· To ensure all AML/Compliance-related processes are in place including KYC, EDD, transaction monitoring, AML system oversight, and monthly reporting.

· Monitor, review and assist other departments in the implementation of AML measures within specific workflows.

· Perform risk assessments on customer information, transactions, and adverse media to identify potential money laundering or terrorist financing risks.

· Support senior management in designing AML and compliance training plans per regulatory requirements.

· Assist in ad-hoc projects as assigned.

Requirements

· Relevant tertiary qualification in Law, Finance or a related field;

· At least 2 years’ experience in compliance or AML is preferable;

· Ability to search for and organize legal regulations in both Chinese and English;

· Strong understanding of KYC requirements and AML regulations is preferable;

· Familiar with the Securities and Futures Ordinance, SFC rules and regulations and knowledge is preferable;

· Good team player with excellent communication and interpersonal skills;

· Excellent command of written and spoken English and Chinese, fluency in Cantonese;

· Proficient with Microsoft Office application including Word and Excel.

公司將提供同行中富有競爭力的人力資源綜合發展支援。

Data collected will be kept strictly confidential and used for recruitment purpose only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

Job details:

1. Assist in system solution design, evaluate vendors and proposals, and assess system compatibility and performance.

2. Responsible for system implementation, optimization, and ensuring system stability and reliability.

3. Provide operations and technical support for business systems.

4. Monitor system performance and proactively troubleshoot issues.

5. Work closely with traders, sales, and other stakeholders.

6. Prepare user guides & any other document as required.

7. Any other ad-hoc projects and assigned tasks.

崗位職責：

1. 協助系統方案設計，評估供應商和方案，評估系統相容性和性能等。

2. 負責系統實施，性能調優，保障系統穩定性和可靠性。

3. 提供業務系統運維和技術支援。

4. 監控系統性能，主動排查問題。

5. 與內部用戶及有關人員密切協作。

6. 按需要撰寫使用者指引或其他文檔。

7. 完成部門及上級安排的其他工作。

Requirements:

1. Degree holder or above in Computer Science, Information Technology, or related disciplines.

2. Minimum of 2 years’ experience in the IT department of a Futures company or with a system developer.

3. Familiar with the operation and maintenance of futures systems, capable of independently resolving system problems.

4. Knowledge of futures trading platforms including algo/institutional systems, experience with programmatic trading is preferred.

5. Proficient in at least one programming language such as C++, Java, or Python.

6. Familiar with Linux and MySQL, solid understanding networks and cybersecurity.

7. Excellent written and verbal communication skills in both Chinese and English, ability to work under pressure and meet tight deadlines.

崗位要求:

1. 電腦科學或IT相關專業本科及以上學歷。

2. 2年或以上期貨公司IT部門的工作經驗或者系統開發商工作經驗。

3. 熟悉期貨系統運營與維護，能夠獨立解決系統及各類相關故障。

4. 熟悉各類期貨業務平臺，熟悉程式化交易優先。

5. 會使用一種以上程式設計語言。

6. 熟悉Linux/My SQL，熟悉電腦網路及資訊安全。

7. 優秀的中英文文案讀寫能力，及抗壓能力。

The company will provide competitive comprehensive human resources development support within the industry.

Collected personal information will be strictly confidential and used solely for recruitment purposes. For the personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer/.

Job Description

1. Review client account opening documents, conduct due diligence, classification management, and anti-money laundering checks.

2. Handle clients' daily notifications, business inquiries, and complaints or suggestions.

3. Process various daily business applications from clients.

4. Maintain client information and account status.

5. Manage client account relationships and tax identity.

6. Monitor abnormal client transactions.

7. Keep records of client account information and business processing.

8. Perform other tasks as assigned by the department.

職位描述
1. 審核客戶開戶資料，進行客戶開戶盡職調查、分類管理及反洗錢審查；
2. 處理客戶的日常通知、業務諮詢和投訴建議事宜；
3. 受理客戶各項日常業務申請；
4. 客戶資料信息與帳戶狀態的維護；
5. 客戶帳戶關係人與稅務身份的管理；
6. 客戶異常交易的監控；
7. 客戶帳戶資料與業務處理的紀錄備存；
8. 部門安排的其他工作。

Job Requirements

1. Bachelor's degree or above in Finance, Economics or related majors.

2. At least 2 years of customer service experience in financial institutions.

3. Priority given to candidates who have passed the HKSI examination and obtained a licensed representative qualification for futures or securities from the Hong Kong SFC.

4. Strong communication, adaptability, and service awareness; familiarity with FATCA/CRS operations is preferred.

5. Proficient in computer operations and Microsoft Office software.

6. Good command of spoken and written English; fluency in Cantonese and Mandarin is preferred.

7. Candidates with less experience will be considered for the position of Customer Service Officer.

任職要求
1. 金融、經濟類或相關專業本科或以上學歷；
2. 2年或以上金融機構客戶服務工作經驗；
3. 通過HKSI考試，獲得香港證監會期貨或證券持牌代表資格者優先；
4. 有較強的溝通能力、應變能力及服務意識，熟悉FATCA/CRS業務者優先；
5. 具有較強電腦操作和Office軟體運用能力；
6. 具有良好的英語會話及書寫能力，能流利的廣東話和普通話優先；
7. 經驗較淺的候選人將被考慮為客戶服務主任。

The company will provide competitive and comprehensive human resources development support.

Personal information collected will be kept strictly confidential and only used for recruitment purposes. For our personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer/.

Job Description
1. Formulate and execute institutional business development plans in alignment with the company's annual performance targets to achieve designated KPIs.
2. Focus on the development, coverage, and execution of key projects in cross-border institutional business for client segments including securities firms, private equity funds, and industry-finance conglomerates.
3. Provide target clients with comprehensive risk management solutions related to overseas derivatives trading.
4. Closely monitor and analyze market trends and client needs, proactively innovating business models and solutions.
5. Perform other tasks assigned by the department and superiors.

職位描述
1、 根據公司年度績效目標，制定機構業務開展計畫並完成績效目標；
2、 專注券商、私募和產融等客群跨境機構業務的開發、覆蓋以及重要專案執行；
3、 向目標客群提供與海外衍生品交易相關的綜合風險管理方案；
4、 關注、分析市場趨勢和客戶需求，積極創新業務模式和解決方案；
5、 完成部門及上級安排的其他工作。

7. Candidates with slightly less experience may be considered for an Assistant Manager position.

任職要求
1、 金融、管理等相關專業本科及以上學歷，碩士研究生優先；
2、 兩年或以上金融行業客戶拓展工作經驗，熟悉境內外期貨市場、境內外金融衍生品及交易特性；
3、 對私募出海有豐富資源的優先考慮；
4、 嫺熟的機構客戶開發與服務技能，專業的溝通表達能力及業務宣講能力；
5、 良好的中、英文口語交流與文案能力, 雅思英語7分或以上優先；
6、 優秀的團隊協作能力、創新力與抗壓能力；
7、 經驗較淺的候選人將被考慮為助理經理。

Job Description

1.Develop business plans and achieve performance targets based on the department’s annual performance goals.

2.Formulate and implement plans for establishing cross-border business channels and market expansion in the industrial sector.

3.Leverage CITIC’s platform and innovative strengths to provide professional and efficient cross-border derivative financial services to industries.

4.Complete other tasks assigned by the department or superiors.

職位描述

1、根據部門年度績效目標,制定業務開展計劃並完成績效目標;

2、開展產業領域的跨境業務渠道建設和市場拓展計劃的制定並組織實施;

3、立足中信平台及創新優勢,為產業提供專業高效的跨境衍生品綜合金融服務;

4、完成部門及上級安排的其他工作。

Job Requirements

1.Bachelor’s degree or above in finance, economics, accounting, trade, or related fields; IELTS score of 7.0 or higher preferred.

2. At least 3 years of relevant industry experience; candidates with experience in banking, securities firms, or state-owned enterprises are preferred.

3.Extensive industry client resources, strong business development capabilities, and professional communication skills.

4.Integrity, confidence, teamwork, and strong self-motivation.

5.Candidates with less experience may be considered for Assistant Manager grade position.

任職要求

1、金融、經濟、財務、貿易等相關專業的本科或以上學歷,英語雅思考試7.0或以上優先;

2、具有3年及以上行業相關經驗,具有銀行、券商、央企相關從業經歷者優先;

3、擁有豐富的產業客群資源、具有較強的業務拓展能力及專業的溝通能力;

4、正直、自信、協作,強大的自我驅動力。

5、經驗較淺的候選人將被考慮為助理經理。

The company will provide competitive and comprehensive human resources development support.

Personal information collected will be kept strictly confidential and only used for recruitment purposes. For our personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer/.

Job Responsibilities:

1. Execute client instructions for securities and futures trading;
2. Monitor and deal with risks associated with client accounts;
3. Monitor abnormal and improper trading activities;
4. Responsible for regulatory data reporting related to trading activities;

5. Complete other trading-related tasks assigned by the department.

職責：
1、 執行客戶證券及期貨交易指示；

2、 客戶帳戶風險監控及處置；

3、 異常交易及不當交易監控；

4、 與交易有關監管資料申報;

5、 完成部門安排的其它交易相關工作

Job Requirements:
1. Bachelor’s degree or above in Economics, Finance, or related disciplines;
2. At least two years of relevant work experience in the financial industry;
3. Familiar with securities and futures regulatory rules in Hong Kong; candidates who have passed the relevant Licensing Examinations of the Hong Kong Securities and Futures Institute (HKSI) and are qualified to apply for SFC Licensed Representative status will be given priority;

4. Strong independent thinking ability and team collaboration awareness;
5. Rigorous work attitude, quick responsiveness, strong sense of responsibility, and strict self-discipline;
6. Excellent written and verbal communication skills in both Mandarin and English; fluency in Cantonese is preferred;
7. Able to accept 24-hour rotating shift work (three shifts) and be on duty during public holidays or under special circumstances as required.

要求：

1、 經濟專業本科或以上學歷；

2、 兩年或以上金融行業相關工作經驗；

3、 熟悉證券及期貨監管規則，通過香港證券及期貨業學會相關考試，具備申請證券及期貨持牌代表資格者優先；

4、 具備較強獨立思考能力以及團隊協作意識；

5、 工作態度嚴謹，反應敏銳，責任心強，嚴格自律；

6、 優秀的中英文書寫及溝通能力，粵語流利者優先；

7、 能接受24 小時三班倒，以及服從公共假期和特定情況下值班的安排。

The company will provide competitive and comprehensive human resources development support.

Personal information collected will be kept strictly confidential and only used for recruitment purposes. For our personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer/.

Job Description

1. Focus on the development, coverage, and execution of key projects for local Hong Kong and overseas financial institution clients;

2. Provide comprehensive risk management solutions related to offshore futures for financial institutions;

3. Focus on and analyze market trends and customer needs, and proactively innovate service models and solutions;

4. Formulate institutional business development plans and achieve performance targets in accordance with the department’s annual performance goals;

5. Complete other tasks assigned by the department or superiors.

職位描述
1、專注於香港本地及海外金融機構客群的開發、覆蓋以及重要專案執行；

2、為金融機構提供與境外期貨相關的綜合風險管理方案；

3、關注、分析市場趨勢和客戶需求，積極創新服務模式和解決方案；

4、根據部門年度績效目標，制定機構業務開展計畫並完成績效目標；

5、完成部門及上級安排的其他工作。

Job Requirements

1. Bachelor’s degree or above in finance, economics, marketing, or related fields; Master’s degree preferred;

2. Two or more years of experience in business development, client service, or project execution with Hong Kong or overseas financial institution clients;

3. Proficient in institutional client development and service skills, with professional communication, presentation, and business pitching abilities;

4. Excellent verbal and written communication skills in both Mandarin and English; IELTS score of 7 or above preferred;

5. Strong team collaboration and self-learning abilities.

6. Candidates with less experience may be considered for the Assistant Manager position.

任職要求
1、金融、經濟、市場營銷相關專業本科或以上學歷，碩士研究生優先；

2、兩年或以上香港或海外金融機構客群的業務開發、服務及專案執行經驗；

3、嫺熟的機構客戶開發與服務技能，專業的溝通表達能力及業務宣講能力；

4、優秀的中、英文口語交流與文案能力, 雅思英語7分或以上優先；

5、較強的團隊協作意識和自我學習能力。

6、經驗較少的候選人將被視為助理經理。

The company will provide competitive and comprehensive human resources development support.

Personal information collected will be kept strictly confidential and only used for recruitment purposes. For our personal information collection statement, please visit our website at http://www.citicsf.com.hk/disclaimer/.