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Operations HK, PWM Operations CTB Team, Project Manager, Director
Finance & Investment Industry Company
Hong Kong, , Hong Kong
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Description
Company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Company can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Overview of the PWM Asia Operations Change The Bank (CTB):
PWM Asia Operations Change The Bank (CTB) is an operations-based project management and business analysis team that works with Operations, Technology, Branch Administration and the Business to deliver tactical and strategic technology and process changes in support of the Private Wealth Management business in Asia. The general focus for CTB is Operations; however the scope of the team's work covers the full trade lifecycle across Sales, Trading, Risk Management, Operations, Legal, Compliance, Tax and Finance divisions; project priorities include retiring ageing platforms, fuelling business growth, delivering efficiency solutions and meeting the demands of regulatory changes.
Overview of the Role:
This role is for a Director who will be responsible for managing and executing projects for PWM Asia Operations; it will offer the candidate opportunities to lead and direct key components of the PWM Operations change agenda in partnership with the Business Unit and other key stakeholder groups. It is a leadership role where the candidate's skills in providing clear direction to others, both within the team and more broadly, will need to be matched with an ability to face off with credibility to senior stakeholders. The candidate should have proven experience in project or programme management with solid business analysis skills and should be adept at forming and leveraging effective networks with direct project partners and across the Firm. Knowledge of the wealth management sector is an advantage
Duties and Responsibilities:
• Manage and direct projects and initiatives for PWM Operations and in support of the PWM Business Unit, tracking progress throughout the project lifecycle, escalating issues and ensuring effective delivery to time and budget
• Lead the appropriate governance and working group forums to facilitate project progress and ensure all components remain on track
• Participate and represent PWM Ops CTB in senior governance forums to ensure project statuses and PWM Operations issues are clearly articulated
• Manage stakeholder communication throughout the project lifecycle to ensure all invested parties are apprised of progress and issues are resolved in a timely manner
• Ensure maintenance of all supporting documentation with comprehensive traceability and audit materials including plans, issues logs, requirements documents, test plans and scripts and implementation strategies
• Conduct detailed business analysis and problem solving in support of projects to maintain progress and guide others
• Provide support and direction to the rest of the PWM Ops CTB team including people management
• Work closely with Technology partners to design, develop and implement technology platforms to deliver solutions to meet business requirements
QUALIFICATIONS
Skills Required:
The candidate must have 6+ years of business analysis and project or programme management experience. He/she must have ability to develop strong relationships with various teams across the firm and excellent communications skills to achieve desired results. Project experience in wealth management business is an advantage.
Functional: strong project management and business analysis skills are required: he/she must be able to plan and execute projects, prioritise and successfully execute and ensure that the solution meets the needs of the PWM Asia business. An understanding of the wider context is necessary to ensure that appropriate solutions are generated which consider protection of the Firm's franchise in the future. These skills should be coupled with a creative, flexible and pragmatic approach to problem solving. A track record of project delivery and prior experience of stakeholder management is required.
Interpersonal: the individual will be required to influence and build strong relationships with project team members across geographical and functional boundaries, the ability to build strong networks and effective working relationships will be essential. This person will be required to liaise with colleagues at all levels in a structured manner. They will need to communicate requirements to Technology and project partners as well as negotiate the balance between delivery of business requirements and achieving deadlines and targets.
Management and leadership: this role is likely to be managing direct reports and contingent workers and will be operating at a level of seniority where the ability to lead others effectively will be essential. The candidate will be expected to show an appropriate level of independence while operating within a management structure and take appropriate responsibilities for others work and personal development
Professional: this role requires an individual who has strong communication and organisation skills. The candidate will also require strong motivation, be able work independently when necessary and approach problems with a positive outlook and desire to find solutions. The role requires clear agenda setting, preparation and planning for meetings and tasks and strong written and verbal communication skills.
Business knowledge - A good understanding of financial products across asset classes is required, with a preference for prior knowledge of the Wealth Management business.