Vice President, Wealth Management Operations, Technology
3 weeks ago
Job Summary
We are seeking a highly experienced and skilled professional to lead our Wealth Management Operations team in Technology. As Assistant Vice President, you will be responsible for managing the team's daily operations, ensuring compliance with external and internal requirements, and driving process improvements.
Key Responsibilities
- Manage the Corporate Action processing team to ensure timely and accurate processing of transactions.
- Lead and implement change initiatives and projects to enhance system and processing procedures.
- Ensure daily operations comply with external and internal requirements and risk management standards.
- Liaise with business partners to review user requirements and monitor project progress.
- Work with senior stakeholders to review Wealth Management Operations-related service concerns and system issues.
- Review operation flows and incidents with detailed root cause analysis.
- Ensure Standard Operating Procedures (SOPs) are reviewed and updated regularly.
- Handle regulatory reports such as SFC, GSIB, HKMA annual return, FRR, FATCA, CRS, and QI Reports.
- Manage the team to meet Management (MTK) targets.
- Work with business partners on new product/service implementation.
- Strengthen the risk and control mindset within the team and promote a risk-aware culture.
Requirements
- University graduate/degree holder in Banking and Finance or related disciplines.
- At least 8 years of hands-on experience in Investment products and Corporate Action processing, with at least 5 years in a managerial role.
- Investment and Banking business knowledge is preferable. Digital mindset and experience in various custodian/settlement systems.
- Strong product knowledge in Investment products (such as Equities, Fixed Income, Unit Trust, and Derivatives) and Corporate Actions process in both local and overseas markets.
- Solid experience in running process teams in Settlements, Reconciliation, Risk and Control, Markets, and Custody to ensure completeness of processing with strong governance and controls mindset.
- Good organizational, communication, and strong inter-personal skills to manage various activities within the team and communicate effectively with relationship managers, COO Office, and technology teams.
- Ability to develop and maintain productive relationships with key internal clients, including business, operations, and colleagues from the SG regional team.
- Solid experience and knowledge in system enhancement projects and process improvement/re-engineering.
- Experience in Regulatory reporting such as SFC, GSIB, HKMA, FATCA/CRS, FRR, and QI reports.
- Private banking knowledge is preferable. Digital mindset and experience in Avaloq would be an advantage.
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