Transformation (Wealth Management)

My client is seeking a Transformation Specialist to support strategic initiatives across various projects. The ideal candidate will possess a solid understanding of business operations and technology transformation, particularly within the wealth management and private banking sectors. Responsibilities Assist in executing transformation programs focused on improving processes and client experiences. Collaborate with cross-functional teams to gather requirements, document workflows, and support p

Pure Hong Kong - Hong Kong - Full time

Salary: Depending on experience

My client is seeking a Transformation Specialist to support strategic initiatives across various projects. The ideal candidate will possess a solid understanding of business operations and technology transformation, particularly within the wealth management and private banking sectors.

Responsibilities

  • Assist in executing transformation programs focused on improving processes and client experiences.
  • Collaborate with cross-functional teams to gather requirements, document workflows, and support project implementation.
  • Analyze business needs and identify opportunities for leveraging technology to optimize operations.

Requirements:

  • Experience in wealth management, private banking, or technology transformation projects.
  • Familiarity with technology platforms such as Avaloq and Aladdin Wealth is highly desirable.
  • Strong analytical skills and the ability to understand and articulate business processes.
  • Excellent verbal and written communication skills, with a focus on creating effective working relationships.
  • A proactive, “doer” attitude with a strong commitment to delivering results.

If you are interested in finding out more about this career opportunity, please email your resume to Wanny Soh, wannysoh@puresearch.com

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