Responsibilities

Lead wealth management platform transformation and key operational areas: Client Onboarding & KYC, Trade Flow, Suitability & Product Governance.
Collaborate with cross-functional teams to implement streamlined, automated workflows.
Drive digitization and STP to reduce manual touchpoints and strengthen controls.
Ensure compliance with HKMA/SFC regulations; familiarity with MAS rules is a plus.
Define automation roadmap and leverage vendor platforms (KYC tools, OMS, suitability systems).
Establish and monitor KPIs and control metrics to track success and resilience.

Requirements
Degree in Finance, Business, Risk Management, or related discipline.
8-10 years' Wealth Management experience in Middle Office, Operations, Compliance or Risk & Control.
Strong knowledge of KYC, trade support, suitability, product governance, and complex wealth products.
Proven expertise in risk assessment, control design, and platform implementation (CRM, KYC, OMS).
Proficiency in MS Word, Excel; fluent in English, Chinese, and Putonghua.