Digital Transformation Specialist for Wealth Management

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full time

As a key member of the System Service Team at KGI Asia, we are seeking a highly skilled and experienced Digital Transformation Specialist for Wealth Management.

Job Summary:

We are looking for an exceptional individual with expertise in digital transformation and wealth management to join our team. The successful candidate will be responsible for driving the development and implementation of digital projects across various business units, ensuring seamless alignment with IT and back-office departments.

Key Responsibilities:

  • Understand business requirements and develop user requirements for digital platforms to address business needs;
  • Coordinate and initiate digital projects with IT and back-office departments;
  • Perform Users Acceptance Test (UAT) on online securities, futures, and options trading platforms;
  • Coordinate UAT life-cycles with testers and IT teams;
  • Prepare test plans and cases;
  • Develop User manuals for trading systems;
  • Manage daily operations related to trading systems;
  • In charge of Web Content Review and Updates;
  • Provide system support and handle users' enquiries on electronic trading platforms.

Requirements:

  • Degree holder in finance or business stream;
  • At least 3 years of working experience in securities and financial industry (preferably);
  • Experience with wealth management products (advantageous);
  • Knowledge of Agile and Waterfall methodologies;
  • Strong project management skills with the ability to manage multiple projects simultaneously;
  • Good problem-solving skills, self-motivated, able to work independently;
  • Excellent communication and presentation skills with the ability to effectively communicate with stakeholders at all levels;
  • A good team player who is proactive and has a strong sense of responsibility;
  • Strong PC skills including MS Word, Excel, PowerPoint, Azure;
  • Proficiency in both spoken and written English, Cantonese, and Mandarin.

Salary: We offer a competitive salary ranging from HKD$80,000 to HKD$120,000 per annum, depending on qualifications and experience.



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