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Recruit Ref: L060150438
Posting Date: 2026-08-07
Hantec International Holdings Limited

About Us

We are a dynamic, growing wealth management firm, financial arm and member company of a well-established international group of diversified business. We dedicated to delivering bespoke investment and financial planning solutions to HNW and UHNW clients. As we expand across key markets, we are seeking a visionary Head of Sales to spearhead our sales strategy and lead a high-performing frontline team.

SETTLEMENT OFFICER

Key Responsibilities

  • Perform end-to-end client onboarding for individual and corporate accounts, including KYC (Know Your Customer), AML (Anti-Money Laundering) checks, and document verification.
  • Process account maintenance requests and ensure all customer records adhere to regulatory compliance and internal risk control guidelines.
  • Process and verify daily client fund operations, including cash withdrawals, bank deposits, and client sub-account transfers.
  • Handle foreign exchange (FX) conversion requests and internal ledger transfers between multi-currency accounts.
  • Perform daily reconciliation of client cash movements between the banking portal and the back-office settlement system.
  • Execute client instructions for stock deposits and transfers out (Physical Scrip, CCASS Settlement Instructions / Investor Settlement Instructions).
  • Verify stock transfer documentation and ensure proper authorization prior to settlement processing.
  • Assist with corporate action inquiries and dividend processing notifications for clients.
  • Balance daily operational deadlines (bank cutoff times, settlement cycles) alongside real-time client inquiries.
  • Perform ad hoc duties assigned by supervisors

Requirements

  • Diploma or Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline
  • 1–3 years of customer service or back-office operations experience within a licensed securities firm, brokerage, or bank
  • Relevant regulatory licenses (e.g., SFC Type 1) is an advantage
  • Familiar with AyersBOS, back-office is an advantage
  • Proficient in Microsoft Office (Excel, Word)
  • Strong multi-tasking abilities and time management skills under tight operational cut-offs
  • High accuracy and attention to detail when handling financial transactions
  • Excellent communication and interpersonal skills in English and Chinese, preferable fluency in Putonghua

 

We offer an attractive remuneration package and excellent career prospects to the right candidate. Interested parties are invited to send their applications with a cover letter and full resumes stating career history, qualifications, availability, current and expected salary, and contact telephone number to hr@hantec.hk.

Applicants not invited for interview within two months may consider their applications unsuccessful. All personal data provided will be kept in strict confidence and only for employment purposes. 


Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
General 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Diploma 
Minimum QF Level attained:
-- 
Total Working Exp:
1-3 
Salary(HKD):
-- (Monthly)
Location:
Central & Western District / Central
Benefits:
--
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Keywords: Wealth,Management,sales
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