Our client is A Very Large HK-listed Financial Institution

Responsibilities:

• Lead the Wealth Management Operations team to provide high quality and efficient back office support on wealth management / financial planning products services  to the sales departments
• Conduct quality review, formulate operations procedures, strengthen internal control to improve service standard, efficiency and effectiveness of internal workflow from time to time
• Propose and recommend enhancement in processes to maintain high level of services provided
• Perform production data analysis and compliance checking on applications
• Manage system development including preparation of business requirement specification and user manual as well as delivery of user training
• Coordinate and work closely with other internal departments on daily operations and new projects development
• Provide training and coaching to team members on process enhancement and streamlining implementation
• Participate in ad hoc projects when necessary

Requirements:

• Degree holder in any disciplines
• Minimum 10 years’ experience in financial services industry with at least 5 years’ at managerial level
• Strong knowledge in full range of insurance, unit linked and investment products and solid implementation experience in operation systems, procedures and internal controls
• Good leadership, analytical and problem solving skills and able to work effectively at all levels
• Self-motivated and able to manage multiple priorities
• High integrity and flexibility to keep pace with product and market development
• Proficiency in MS Office applications
• Good command of both written and spoken English and Chinese, fluency in Putonghua an advantage