Associate, Business Controls and Projects, Wealth Management
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Position Description Our Wealth Management business is hiring an experienced business manager to support the COO office with financial analysis, operational support and project management. Key Areas of Responsibilities
- Manage the execution of a range of projects and strategic priorities for the wealth management business
- Communicate with senior representatives from different countries, understand their data requests and requirements and converting them into necessary data extracts that will enable theses stakeholders to make the correct decisions
- Understand the overall Wealth management business which includes operations roadmap, product development, regulatory compliance requirement
- Work closely with Risk & Support functions (including HR, Legal, Compliance, Finance, Operations) to ensure the business is being run in a compliant and appropriate manner
- Assist with governance and reporting initiatives, including the preparation of presentations and reports required by Senior Management
- Review the day-to-day business reporting for accuracy and investigate unexpected results;
- Prepare ad-hoc data extracts, summaries and/or reports when necessary Requirements
- Postgraduate degree in Finance, Accounting or related disciplines
- 5 years of prior project management experience with exposure in wealth management structure, product offering and operational control
- Strong communication skills especially with management from different countries
- Translation and Interpretation skills between English and Chinese
- Excellent excel skills especially with excel formulae and comfortable with handling large data sets and numbers
- Customer-focused and able to work under pressure with strong initiative and drive to succeed
- Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities
- Possess strong integrity, compliance sense, willingness to learn and progress
- Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).
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