Associate, Business Controls and Projects, Wealth Management

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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