Position Description

Our Wealth Management business is hiring an experienced business manager to support the COO office with financial analysis, operational support and project management.

Key Areas of Responsibilities

• Manage the execution of a range of projects and strategic priorities for the wealth management business
• Communicate with senior representatives from different countries, understand their data requests and requirements and converting them into necessary data extracts that will enable theses stakeholders to make the correct decisions
• Understand the overall Wealth management business which includes operations roadmap, product development, regulatory compliance requirement
• Work closely with Risk & Support functions (including HR, Legal, Compliance, Finance, Operations) to ensure the business is being run in a compliant and appropriate manner
• Assist with governance and reporting initiatives, including the preparation of presentations and reports required by Senior Management
• Review the day-to-day business reporting for accuracy and investigate unexpected results;
• Prepare ad-hoc data extracts, summaries and/or reports when necessary

Requirements

• Postgraduate degree in Finance, Accounting or related disciplines
• 5 years of prior project management experience with exposure in wealth management structure, product offering and operational control
• Strong communication skills especially with management from different countries
• Translation and Interpretation skills between English and Chinese
• Excellent excel skills especially with excel formulae and comfortable with handling large data sets and numbers
• Customer-focused and able to work under pressure with strong initiative and drive to succeed
• Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities
• Possess strong integrity, compliance sense, willingness to learn and progress
• Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).