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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

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