Responsibilities

Lead design and rollout of a unified Advisor Platform providing a consolidated client view.
Define product vision and roadmap focused on advisor experience and measurable outcomes.
Integrate data from onboarding, trading, custody, and risk systems into a real-time Client 360°.
Deliver features including client profiles, integrated statements, purchasing power & credit risk monitoring, and dashboard insights.
Ensure platform architecture supports both client servicing and risk management, with strong data governance and regulatory compliance (HKMA/SFC; MAS a plus).
Manage vendor selection and partnerships to align with strategic goals.

Requirements
Degree in Finance, Business, Computer Science, or related field.
7-10 years' experience in project management or platform strategy within Wealth Management.
Proven track record in building advisor platforms (Client 360, Workstations, Portfolio tools).
Strong knowledge of advisor journey, data models, and credit risk/purchasing power calculations.
Excellent stakeholder management across advisors, technology, data, and compliance.
Familiarity with HKMA, SFC, MAS regulations; vendor platform experience (Salesforce FSC, Broadridge, SimCorp) preferred.
Fluent in English, Chinese, and Putonghua.