Business Project Manager - Wealth Management Department

at Guotai Junan International  
Wealth Management

We are seeking Business Project Manager role to join our Wealth Management Department to act as the key bridge between WM and IT, driving technology-related projects that are critical to the growth and efficiency of our wealth management business. Key Responsibilities

  • Business-IT Collaboration – Represent Wealth Management Department (WM) on IT-related projects, working closely with IT and other WM teams to ensure successful execution of key initiatives within set timelines
  • End-to-End Project Management – Oversee projects from initiation to completion, ensuring they are delivered on time, within scope, and within approved budgets.
  • Progress & Risk Monitoring – Track project progress to ensure timely delivery and budget adherence. Proactively identify potential risks that could impact timelines or outcomes, and implement mitigation strategies
  • Stakeholder Communication – Communicate effectively with stakeholders at all levels, ensuring alignment of expectations across business, technology, and senior leadership.
  • Compliance Integration – Ensure all aspects of regulatory and internal compliance are embedded into project planning and execution. Identify potential compliance risks and implement appropriate controls
  • Documentation & Governance – Maintain proper records and documentation of decisions made during liaisons, ensuring consistency & facilitating smooth future communications
  • Reporting & Updates – Provide regular, clear & effective progress updates to WM teams and senior management
  • Issue Escalation & Resolution – Ensure projects stay on track, with problems appropriately identified and escalated for timely resolution Job Requirements
  • Bachelor's degree or above; major in Business, Finance, Information Systems is preferred but not a must
  • Minimum 5 years of project management experience, ideally in wealth management, securities brokerage or private banking field but not a must
  • Proven experience acting as a business-side project manager on IT-driven projects such as platform upgrades, CRM, trading systems, client portals
  • Solid understanding of wealth management operations, products, and client lifecycles
  • Familiarity with SFC regulatory requirements & compliance considerations is an advantage
  • Strong stakeholder management skills - ability to engage IT, legal & compliance, relationship managers and customer service teams.
  • Exhibit a high-level of integrity & quality awareness
  • Strong sense of accountability & effective communication skills
  • Less-seasoned candidate with appropriate mentality and capability will be considered Benefits & Others We offer an attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present and expected salaries, as well as date of availability, by clicking "Apply" or by sending it to recruitment@gtjas.com.hk. (Data collected will be kept strictly confidential and used for recruitment purpose only.)

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