About this role
Position Description We are seeking an experienced Wealth Management professional to lead a comprehensive optimization and streamlining of our business across the entire value chain, from front office to operations to technology. The ideal candidate will bring deep industry expertise, a global perspective, and a proven track record of delivering transformation within an international wealth management environment.
Key Areas of Responsibilities
• Lead the end-to-end review, redesign, and optimization of wealth management processes, from client-facing activities to operational workflows and IT systems, ensuring clear handoffs across Front Office/Middle Office/Back Office • Develop and implement strategies to enhance client experience, improve operational efficiency, and strengthen platform capabilities. • Partner with senior leadership to define the transformation roadmap, business priorities, and key performance indicators. • Collaborate across front office, middle office, back office, and technology teams to ensure seamless integration of changes. • Identify, evaluate, and implement technology solutions to support business goals. • Oversee change management initiatives to drive adoption of new systems and processes. • Ensure compliance with applicable regulations and industry standards across all processes. • Monitor performance metrics and continuously improve business operations post-implementation.
Requirements
• Bachelor’s degree of above in business/finance, MBA will be a plus • Minimum 8 years of experience in Wealth Management, ideally in an international or multi-market setting. • Demonstrated expertise in Wealth Management business operating processes (onboarding/KYC, account maintenance, middle‑office controls, settlements, custody) and operating‑risk awareness. • Proven track record of leading transformation or large-scale process improvement initiatives in the sector. • Experience driving digital acceleration and platform modernization initiatives in WM, including workflow automation, digital client experience enhancement, and technology‑enabled process transformation. • Strong understanding of front office, operations, and technology platforms in wealth management. • Experience working with cross-functional teams to deliver complex projects on time and within budget. • Experience working closely with IT on system design, architecture discussions, vendor selection, and technology delivery • Excellent leadership, communication, and stakeholder management skills. • Ability to think strategically while managing detailed project execution. • Familiarity with industry regulations, compliance requirements, and risk management practices. • Exposure to multiple geographies and markets • Strong analytical and problem-solving skills. • Excellent command of both English and Mandarin, Cantonese will be a plus • Candidates with more experience will be considered for a more senior position
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