Job Details

Title: Wealth Delivery Lead
Duration: 5-month contract
Salary: up to HKD 85,000 per month (depending on experience)

1. Years of exp you are looking for: 8 - 10 Years
2. Any specific skillset required:
   1. Strong Knowledge in Discretionary Portfolio Management, Fund, Private Equity and Alternative Investment and related trade, post trade and product service lifecycle flows
3. Any language preference: English / Cantonese

Job Description
International Wealth and Personal Banking (IWPB) helps deliver on our purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.
 
Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of u to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, Life, Retail Banking & Strategy and COO & Digital Transformation.
 
Investment Managed Solution (IMS) is a delivery team of Delivery Managers, Product Owners and Analysts that leads the execution of IWPB platform initiatives to provide best in class wealth management products & customer experiences.
 
Should you join the IMS delivery team under IWPB Transformation you will work closely with our delivery leads, delivery managers, product owners, business analysts, design leads collaboratively with technology and operations teams. You will be working on platform transformation initiatives to strengthen our offerings.
We are currently seeking a high caliber professional to join our team as Delivery Lead.
 
Functioning as a Delivery Lead, the candidate will be responsible for working collaboratively with WS Investment Managed Solution and delivery partners to take initiatives from initiation through to final implementation. Primary responsibilities include:
 

• Manage the delivery of multiple complex customer experience enhancement initiatives from design through to release. 
• Work directly with various stakeholders across multiple geographies, such as Product Owners, Business Analysts, Process Designers, IT, and Digital teams to produce accurate delivery estimates and manage the transition from analysis through to design and delivery. 
• Empower teams to collaborate and make effective decisions promoting adaptive planning, evolutionary development, early delivery and continuous improvement.
• Define Agile project working approach and enforce all team members to follow the same methodology 
• Ensure awareness, involvement and support from key stakeholders by building strong project teams and maintaining robust communications on the project status throughout its lifecycle
• Ensure risks and issues are identified, managed closely and remove project blockers from the team 
• Drive all stakeholders to deliver on time and to the required quality standards 
• Contribute to post implementation reviews to demonstrate success and progress of projects 
• Make key decisions to ensure the successful implementation of all initiatives 
• Develop various project documentation to stakeholders (e.g. Project Plan, Status Report, Implementation checkpoints)
• Input to Business Case preparation, providing context and data to underpin assumptions 
• Supporting the delivery production line (development, testing and implementation) ensuring digital deliverables meet business requirements and are fit for purpose to release to customers

Qualifications

• Bachelor's/ University degree holder, Master's degree preferred
• Deep working knowledge or experience with Investment Managed Solution businesses, or equivalent Investment Banking/ Wealth Management/ Asset Management industry experience
• Strong knowledge of Discretionary Portfolio Management, Fund, Private Equity and Alternative Investment and related trade, post trade and product service lifecycle flows
• Strong understanding of Global/ Digital/ Business Transformation and Agile methodologies and best practice techniques
• Great sense of ownership and servicing mindset to ensure efficient and effective change process.
• Effective communication, inter-personal and negotiating skills.
• Excellent decision making and problem-solving ability.