Investment Project Manager - Hang Seng Bank (HK)
Central, Hong Kong Island, HK
Job description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
Investments and Wealth Solutions
Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Retail Banking and Wealth (RBW) customers, from high-net-worth to mass segments across channels to capture opportunity under different market scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.
We are currently seeking a high caliber professional to join our team as Investment Project Manager.
Principal Responsibilities
- Drive the design, build and manage product platforms to enable efficient delivery of investment products and wealth services related projects
- Coordinate, shape and propose the delivery of solution initiatives that support investments products business and offer quality customer journey across all channels
- Translate business needs into clear requirements, delivery plans, milestones and measurable outcomes and work closely with internal stakeholders and external vendors on project planning and execution
- Ensure projects meet compliance obligations for the Group and relevant regulatory authorities. Maintain strong familiarity with regulatory requirements related to investment product sales, suitability/appropriateness, disclosures, record-keeping, and sales process controls, and embed these into design and delivery
- Provide comprehensive progress reporting to senior management, including clear status, key decisions required, risks/issues, mitigations and opportunities, enabling timely decision-making and course correction where needed
Requirements
- University degree in Business Management, Information System or related discipline
- Minimum of 4 years' experience in the banking industry and/or IT projects management
- Proven project management experience delivering complex, cross-functional initiatives (preferably in wealth/ investments, banking, or financial services)
- Strong understanding of investment products and sales/ distribution processes; with familiarity with regulatory expectations for investment product selling
- Demonstrated ability to manage multiple stakeholders and external vendors, with clear governance, disciplined execution and effective issue/ risk management
- Excellent interpersonal and communication skills, with the ability to influence and align stakeholders at different levels
- Strong self-motivation and ownership; able to work independently, manage competing priorities, and perform well under pressure
- Innovative and strategic thinker, results oriented with a strong delivery mindset
- Great sense of ownership and servicing mindset to ensure efficient and effective deliverables