Project Manager – Wealth Management Digitalization

Project Manager – Wealth Management Digitalization & Operations Transformation Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients. Being one of Hong Kong's largest equity brokers by market share and one of the ten largest futures brokers, KGI Hong Kong operates a full-service brokerage firm for retail and institutional clients, aiming to provide customers with one-stop financial service. Responsibilities Lead the transformation of three critical pillars: Client Data Capture (KYC/Onboarding), Trade Flow (Order Management & Execution), and Suitability & Product Governance. Develop the business case, project charter, and roadmap for the workstream, securing buy-in from senior stakeholders across Business, Operations, Compliance, and Technology. Rationalize and re-engineer these processes with a sharp focus on designing and implementing Straight-Through Processing (STP) to enhance efficiency, accuracy, and client experience. Champion a client-centric and control-focused mindset throughout the transformation, ensuring regulatory requirements are embedded by design. Apply deep knowledge of wealth management regulations (HKMA, SFC; MAS is a plus) to ensure the new digital processes are fully compliant. Embed a robust control framework into the digital client journey, from initial onboarding through to trade execution and ongoing suitability assessments. Collaborate with Compliance, Risk, and Legal teams to validate process designs and implement effective surveillance mechanisms. Leverage expertise in complex wealth management products (e.g., Structured Notes, Accumulators, Decumulators) to design a robust and automated operational lifecycle. Define the automation strategy by distinguishing between processes that are ripe for automation and those requiring expert judgment, particularly in the nuanced areas of suitability and product screening. Define key performance indicators (KPIs) and control metrics for the new operating model. Utilize exposure to vendor solutions (e.g., CRM, KYC platforms, Order Management Systems, Suitability tools) to inform the design of a seamless, integrated technology architecture. Collaborate with Technology teams and vendors to select and implement solutions that enable STP and data integrity across the client lifecycle. Requirements University graduate in Finance, Business, or related field. Minimum 8-10 years of working experience in Wealth Management, with strong background in Middle Office, Operations, or Operations Transformation. Proven experience in managing or transforming Client Data Capture, Trade Flow, and Suitability processes. Deep understanding of complex wealth management products and associated risks. Strong compliance and controls mindset. Exceptional project management and stakeholder management skills. Strong knowledge of HKMA and SFC regulations is essential; familiarity with MAS rules is a strong plus. Experience with vendor solutions for wealth management platforms. Proficiency in computer skills (MS Word, Excel). Proficiency in written and spoken English, Chinese and Putonghua. We offer a competitive remuneration package and long-term career development to the right candidates. Interested applicants, please send your full resume and expected salary quoting reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong or by clicking “Apply”. For more details about career opportunities in KGI, please visit our website Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process. (Personal data collected will be used for recruitment purpose only.) Seniority level Mid-Senior level Employment type Full-time Job function Project Management, Information Technology, and Strategy/Planning Referrals increase your chances of interviewing at KGI 凱基 by 2x Get notified about new Manager Project Management jobs in Hong Kong, Hong Kong SAR . #J-18808-Ljbffr