Digital Wealth Management Professional

Main Responsibilities

• Develop and implement digital wealth management strategies and initiatives to drive business growth and enhance customer experience.

  • Collaborate with cross-functional teams to identify and prioritize digital wealth management opportunities and solutions.
  • Analyze market trends and customer needs to inform product development and marketing strategies.
  • Manage the end-to-end digital wealth management projects, from initiation to post-implementation.
  • Ensure compliance with regulatory requirements and industry standards for digital wealth management products and services.
  • Monitor and analyze key metrics to measure the effectiveness of digital wealth management initiatives and identify areas for improvement.
  • Build and maintain strong relationships with internal and external stakeholders, including customers, vendors, and industry associations.

  Requirements

• Degree holder in Business Administration / e-Commerce / Information Technology or related discipline.

  • Minimum of 5 years of experience in wealth management, financial advisory, or related roles, with a focus on digital solutions.
  • Strong knowledge of investment products and wealth management strategies.
  • Proven track record of developing and implementing successful digital wealth management initiatives.
  • Strong leadership, project management, people and communication skills; able to motivate others to strike for excellence.
  • Self-motivated, result oriented, meticulous and able to work under pressure.
  • Capable of working independently as well as being a team player.
  • Proficiency in English and Chinese (both Cantonese and Putonghua).
  • Candidate with more experience will be considered as team lead.
    Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.