Drive high-impact transformation across Asia's top wealth management platform.
Lead end-to-end initiatives with strong visibility and career growth.
About Our Client
Our client is a globally recognized financial institution with a top-tier wealth management platform and a long-standing reputation for excellence in serving ultra-high-net-worth clients.
Job Description
Partner with Technology, Operations, Legal, and other business groups to design both strategic and practical solutions for client onboarding and account maintenance platforms, ensuring alignment with key business goals.
Drive the formulation of the overall transformation roadmap and verify that program objectives are fully synchronized with the intended business outcomes.
Define project scope, capture business requirements, shape user stories, evaluate workflow options, and propose enhancements to processes or systems.
Lead the full project lifecycle-from feasibility assessment and requirements documentation to UAT planning, test case preparation, execution oversight, and implementation support.
Conduct post-launch reviews to assess project effectiveness and coordinate with stakeholders to resolve any production concerns.
Create detailed project plans that outline timelines, dependencies, and execution paths.
Track project progress rigorously and ensure delivery is achieved on schedule, within budget, and according to defined scope.
Prepare communication materials such as status reports, management updates, and presentations for senior governance forums.
Monitor dependencies, deliverables, and resource alignment throughout the project execution.
Serve as the primary communication channel for stakeholders, lead working group sessions, and manage expectation alignment across teams.
Address and reconcile resource constraints or conflicting priorities, escalating issues where necessary to ensure continuity and timely progress.
The Successful Applicant
Bachelor's degree in Business, Finance, Information Technology, or a related discipline.
7-10 years of solid experience in project management or product development, particularly involving enterprise platforms or customer-facing digital applications across desktop or mobile.
Background in Retail Banking, Private Banking, or Wealth Management is highly advantageous.
Exposure to Client Onboarding, KYC, AML, or related regulatory domains is preferred.
Experience with data analysis and familiarity with data quality concepts or frameworks is a plus.
Ability to conceptualize high-level solutions while also engaging in detailed technical discussions.
Strong attention to detail, self-driven, and solutions-oriented with the capability to perform under pressure.
Proven project management, stakeholder management, analytical, and team-leadership skills.
Excellent communication skills, capable of conveying complex ideas clearly to stakeholders across various functions and seniority levels.
Knowledge of Agile methodologies, Design Thinking, or user-centric design approaches is an advantage.
What's on Offer
Competitive monthly salary and benefits package.
Experience in a reputable organization within the Financial Services industry.
Engaging and collaborative work environment in Kowloon.
Enhance your career in the Private Wealth Management sector.
If you are a motivated and experienced Project Manager/Product Owner, we encourage you to apply and join a forward-thinking team in Kowloon.
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