Senior Manager, Wealth and Asset Management Advisory

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China KPMG China Full time
About the Role

We are seeking a seasoned Manager with experience in wealth and asset management advisory to join our team at KPMG China. As a key member of our team, you will work with top-tier private banks and retail banks' wealth and asset management divisions on industry-defining topics, including strategy, operations, regulatory, and technology.

Key Responsibilities
  • Design and run workstreams or small projects with limited oversight
  • Support wealth & asset managers in market analysis, strategic reviews, transformation projects, including project management, business model review and design including implementation
  • Generate hypotheses and drive the storyboarding process
  • Produce client-ready deliverables that require limited review
  • Data and analytics review, including basic financial modeling
  • Develop solutions to complex problems and challenge the thinking of more senior colleagues and clients
  • Liaise effectively with clients whilst working on engagements and act as an 'ambassador' for KPMG
  • Develop rapport and working relationships with junior clients and maintain them outside of engagements
  • Be a strong and effective team player
Experience and Background
  • 4-8 years of relevant experience in any of the below:
  • Consulting experience with leading strategy houses
  • Big 4 experience with a focus on asset management
  • Product Management role within an asset management firm
  • Regulator experience, focused on asset management
  • Degree from a leading institution
  • Strong slide structuring and writing capabilities
  • Evidence of project management/workstream leadership
  • Knowledge of wealth management operations
  • Research skills, including market research and regulatory review
  • Project experience in regulatory / operational / TOM-like projects
  • Project management certification and knowledge of Agile delivery will be an advantage
  • Analytical mindset, intellectual curiosity, structured thinking, and creativity
  • Confidence, people skills, ambition and pragmatism
  • Excellent written and oral communication skills in English and Mandarin Chinese
About KPMG China

At KPMG China, we are committed to being an equal opportunity employer, with zero tolerance for any form of discrimination against any persons. We strive to make ESG (environmental, social and governance) a watermark running through our organisation; from empowering our people to become agents of positive change, to providing better solutions and services to our clients to help them achieve their ESG goals.



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