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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Skills Required
- Postgraduate degree in Finance, Accounting or related disciplines
- 5 years of prior project management experience
- Strong communication skills with management from different countries
- Translation and Interpretation skills between English and Chinese
- Excellent Excel skills with large data sets
- Customer-focused with strong initiative and drive
- Detail-oriented with analytical and problem-solving capabilities
- Strong integrity and compliance sense
- Excellent interpersonal skills in English and Chinese
CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
CLSA Insights
What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
