We are seeking an experienced Wealth Management professional to lead a comprehensive optimization and streamlining of our business across the entire value chain, from front office to operations to technology. The ideal candidate will bring deep industry expertise, a global perspective, and a proven track record of delivering transformation within an international wealth management environment.
Key Areas of Responsibilities- Lead the end-to-end review, redesign, and optimization of wealth management processes, from client-facing activities to operational workflows and IT systems, ensuring clear handoffs across Front Office/Middle Office/Back Office
- Develop and implement strategies to enhance client experience, improve operational efficiency, and strengthen platform capabilities.
- Partner with senior leadership to define the transformation roadmap, business priorities, and key performance indicators.
- Collaborate across front office, middle office, back office, and technology teams to ensure seamless integration of changes.
- Identify, evaluate, and implement technology solutions to support business goals.
- Oversee change management initiatives to drive adoption of new systems and processes.
- Ensure compliance with applicable regulations and industry standards across all processes.
- Monitor performance metrics and continuously improve business operations post-implementation.
- Bachelor’s degree of above in business/finance, MBA will be a plus
- Minimum 8 years of experience in Wealth Management, ideally in an international or multi-market setting.
- Demonstrated expertise in Wealth Management business operating processes (onboarding/KYC, account maintenance, middle‑office controls, settlements, custody) and operating‑risk awareness.
- Proven track record of leading transformation or large-scale process improvement initiatives in the sector.
- Experience driving digital acceleration and platform modernization initiatives in WM, including workflow automation, digital client experience enhancement, and technology‑enabled process transformation.
- Strong understanding of front office, operations, and technology platforms in wealth management.
- Experience working with cross-functional teams to deliver complex projects on time and within budget.
- Experience working closely with IT on system design, architecture discussions, vendor selection, and technology delivery
- Excellent leadership, communication, and stakeholder management skills.
- Ability to think strategically while managing detailed project execution.
- Familiarity with industry regulations, compliance requirements, and risk management practices.
- Exposure to multiple geographies and markets
- Strong analytical and problem-solving skills.
- Excellent command of both English and Mandarin, Cantonese will be a plus
- Candidates with more experience will be considered for a more senior position
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Skills Required
- Bachelor's degree in business or finance
- MBA
- Minimum 8 years' experience in Wealth Management, ideally international/multi-market
- Expertise in wealth management operating processes (onboarding/KYC, account maintenance, middle-office controls, settlements, custody) and operating-risk awareness
- Proven track record leading transformation or large-scale process improvement initiatives
- Experience driving digital acceleration and platform modernization (workflow automation, digital client experience, technology-enabled process transformation)
- Strong understanding of front office, operations, and technology platforms in wealth management
- Experience working with cross-functional teams to deliver complex projects on time and within budget
- Experience working closely with IT on system design, architecture discussions, vendor selection, and technology delivery
- Excellent leadership, communication, and stakeholder management skills
- Ability to think strategically while managing detailed project execution
- Familiarity with industry regulations, compliance requirements, and risk management practices
- Exposure to multiple geographies and markets
- Strong analytical and problem-solving skills
- Excellent command of English and Mandarin
- Cantonese
- Candidates with more experience may be considered for a more senior position
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
