Personal Wealth Executive ( 1 Year renewable contract, up to 43k)
Job Information
- Post Date:2025-12-08
- Location:Central, Central and Western District
- Qualification:Bachelor’s degree
- Language Required:Chinese
- Employment Type:Contract/Temp
- Job Function:Financial Services
Job Description
Responsibilities
Manage migration activities of multiple clients across multiple regions simultaneously ensuring a seamless migration from planning, testing, GO LIVE and post GO LIVE
Coordinate with multiple internal and external teams ensure that issues and concerns arising from migration are addressed in a timely manner
Educate and counsel clients on the migration-related activities
Perform application setups, submit request for transmission channel, ensure end to end testing is conducted, obtain required client signoffs, stage move to production, and ensure initial live files are processed successfully.
Conduct migration-related trainings and new application features to clients either virtually or in person
Coordinate migration activities across multiple workstreams include Sales, Fulfilment, Technical Team, Operations, Vendor, Data Transmission, and Product Management resources
Provide accurate and timely updates to both internal and external stakeholders
Qualifications
Bachelor’s degree in finance, bank or a related discipline
At least 1 year experience in banking industry related to client-facing capacity
Solid knowledge of Treasury Management products
Solid knowledge of Transmission protocols such as SFTP, FTPS and AS2
Sound PC skills in MS Word, Excel & Chinese word processing
Company Info
| Position | Company | Location | Update |
|---|---|---|---|
| Associate-(Loan Guarantee Schemes – Application Vetting) (1 year contract) | ADECCO Personnel Limited | Kwun Tong, Kwun Tong District | 2026-01-06 |
| Full stack developer | Reasonable Software House Limited | Sham Shui Po District | 2025-12-22 |
| Treasury Settlement Manager (1 Year contract, up to 35k) | ADECCO Personnel Limited | Kwun Tong District | 2025-12-22 |
| Mobile developer | Reasonable Software House Limited | Sham Shui Po District | 2025-12-22 |