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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CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies.
Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management.
As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China.
CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit www.clsa.com.
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