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We are looking for

Wealth Management - Program Manager

Apply REF: OPE001011

Direct Responsibilities

  • Direct contribution to onshore Program Management

    • Collaborate with APAC 2P2T Platform Coordinator to facilitate adequate support for new business, processes, and projects initiatives

    • Oversees strategic plan, monitoring and adapting as needed and in alignment with Business target

    • Contribute to the Monthly Taiwan Program Management Report produced by 2P2T to critically assess whether each project implementation milestone and assumptions are valid

    • Act as the local focal point to support projects UAT arrangement and roll-out plan

    • Support the WM system/platform integration plan by ensuring the implementation is consistent with business strategy, regional standard and IT Master plan

    • Constantly review inter-dependency between projects in process versus the new proposals from holistic view in order to minimize the business impact

  • Direct contribution to dedicated Projects Management

    • Ensure assigned projects are managed in comply with the standard project management guidelines

    • Lead project team to make feasible plan with business justification to successfully obtain business approval based on valid ballpark effort estimation, resource planning, implementation timeline, and financial commitment

    • Coordinate and communicate with territory stakeholders, Compliance, Legal, WMIS and other counterparties in APAC or HO on assigned projects to ensure high quality delivery of client experiences

    • Constantly measure the project status to identify and manage blocking issues or risks for timely escalation and issue resolution in order to secure quality delivery and within budget

  • Direct contribution to Operational effectiveness and efficiency improvement

    • Support Head of Operations and Risk Control to develop Operating Management Tool to monitor f2b process efficiency, transaction patterns, and detect potential production issues for improvements

    • Key member of the WMIS Enhancement Meeting to provide comments on the system enhancement prioritization enabling effective budget utilization and streamlining process flow

Contributing Responsibilities

  • Contribute to the Risk Control framework

    • By considering Regulatory requirements and Risk Control aspects for all projects / tasks rolled out

  • Contribute to the good processing of the operations in territory

    • By assisting users for production issue escalation and solution 

    • By suggesting system enhancement or process re-engineering based on domain professionalism

  • Proven Project Management skill 
  • Good communication and interpersonal skills to adequately interact with different level of management within the location and with the métier in the region.
  • Problem re-solving and solution seeking ability
  • Sufficient product and process knowledge in Wealth Management domain
  • Ability to rapidly acquire the required knowledge.
  • Strong leadership and well-developed presentation skill to drive projects.
  • Autonomy, responsible and Commitment
Primary Location: TW-TPE-TaipeiJob Type: Standard / PermanentJob: OPERATION PROCESSINGEducation Level: Bachelor Degree or equivalent (>= 3 years)Experience Level: At least 5 years