Associate Director, Digital Product Operations, Wealth Management

CLSA; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

CLSA in Hong Kong seeks a senior leader to drive digital wealth and virtual asset operations, overseeing onboarding, regulatory compliance, risk management, and cross-functional delivery across product, legal and risk teams.

You will shape policies, implement controls, lead system enhancements, ensure regulatory conformity, and act as trusted advisor to senior leadership while guiding multiple projects to optimize efficiency and support business objectives.

Qualifications

• 8+ years' relevant experience in digital financial services or fintech.
• Experience in operations management for a digital platform and markets.
• Strong problem-solving and analytical abilities.
• Excellent written and verbal communication.
• Ability to influence cross-functional teams and meet deadlines.
• Mandarin Chinese written and verbal skills preferred.

Responsibilities

• Drive multiple operation projects for the new digital wealth platform and virtual asset products.
• Develop client onboarding processes, KYT reviews, and analyze risks with internal/external partners.
• Collaborate with product, legal, compliance, risk, and fraud teams to meet deadlines and objectives.
• Handle client instructions for digital product transactions and ensure regulatory compliance.
• Support system modifications, participate in UAT, and develop policies to improve workflows and risk management.
• Oversee testing and QA of digital product, ensuring campaigns meet compliance and internal policies.
• Stay abreast of regulatory obligations and internal control processes in all areas.
• Perform ad hoc analysis and project support for decision making and process improvements.

Skills

Operational management

Analytical skills

Communication skills

Policy drafting

Education

Degree in Tech-Fin or related discipline

Job description

As a key member of our digital wealth and virtual asset team, you will lead and drive multiple operational projects related to the development and management of innovative digital wealth and virtual asset products. You will oversee client onboarding procedures, facilitate cross-functional collaboration, ensure regulatory compliance, and support system enhancements to optimize operational efficiency and risk management. Serving as a trusted advisor to senior leadership, you will also play a critical role in shaping policies, maintaining compliance, and advancing our digital asset operations.

Key Areas of Responsibilities

• Drive multiple operation projects for the new digital wealth platform and virtual asset products
• Develop client onboarding process, KYT reviews, analyze potential risks, and collaborate with internal and external parties to ensure regulatory conformity and periodic reviews
• Work with cross-functional teams including product, marketing, legal, compliance, risk, and fraud to handle multiple projects, meet deadlines, and support business objectives
• Handle client instructions related to digital product transactions, approve transfers, liaise with front office and external parties, and ensure all transactions comply with internal and external standards
• Support system modifications, participate in UAT, develop policies and improve workflows such as trade lifecycle processes, risk management, cybersecurity, incident response, and ensure business continuity, serving as a trusted advisor to senior leadership for operational improvements
• Collaborate with internal and external parties to maximize value, develop partnership frameworks, and analyze opportunities to enhance operational efficiency and effectiveness
• Oversee testing and quality assurance of digital product for accuracy, functionality, and flow, while ensuring all campaign materials meet targeted compliance, regulatory approvals, and internal policies
• Stay abreast of regulatory obligations, risk management guidelines, and ensure adherence to internal control processes in all responsible areas
• Perform ad hoc analysis and projects support for business decision making, process enhancement and efficiencies as required

Requirements

• Degree holder in Tech-Fin or related discipline(s) with 8+ years relevant working experience and 4 years in Digital Financial Services/ eCommerce/ InsurTech/ Fintech/ Virtual Asset
• In-depth knowledge of the operations of digital wealth product and virtual asset company, preferably gained through working in the operations management functions
• Experience and proven results in operational management and delivery of a digital platform and markets
• Strong problem-solving and analytical skills, with the ability to influence various teams across the organization and address complex issues in a timely manner
• Hands on experience in drafting and implementing policies and procedures
• Excellent communication skills, both written and verbal, with the ability to present ideas clearly and persuasively to stakeholders
• Strong business acumen, with a good understanding of business strategies and ability to align initiatives to broader business objectives
• Demonstrated ability to work independently, manage multiple priorities, and meet tight deadlines
• Mandarin Chinese written and verbal communication skills will be preferred