Associate, Business Controls and Projects, Wealth Management
CLSA · Hong Kong
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).
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.