Business Optimization Manager, Executive Office

CLSA; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

CLSA seeks an experienced Wealth Management transformation leader to optimize the entire value chain—from front office to operations and technology—across global markets. You will drive end-to-end redesigns, partner with senior leadership on the roadmap, and ensure compliant, efficient operations with strong stakeholder engagement.

The role requires 8+ years in WM, deep process and platform knowledge, and a track record of large-scale change, including digital acceleration and workflow

Qualifications

• Bachelor’s degree in business/finance or related field.
• Minimum 8 years in Wealth Management, ideally multi-market.
• Strong knowledge of WM processes (onboarding, KYC, custody, settlements).
• Proven track record leading transformation or large-scale improvements.
• Experience with digital acceleration and platform modernization.

Responsibilities

• Lead end-to-end review, redesign, and optimization of WM processes across Front/Middle/Back Office.
• Develop strategies to enhance client experience and operational efficiency.
• Partner with senior leadership to define transformation roadmap and KPIs.
• Collaborate across teams to ensure seamless integration of changes.
• Identify and implement technology solutions to support goals.

Skills

Wealth management

Change management

Cross-functional leadership

KYC onboarding

Platform modernization

Digital acceleration

Stakeholder management

Regulatory compliance

Education

Bachelor's in business/finance

MBA preferred

Tools

Workflow automation tools

Digital platforms

Job description

We are seeking an experienced Wealth Management professional to lead a comprehensive optimization and streamlining of our business across the entire value chain, from front office to operations to technology. The ideal candidate will bring deep industry expertise, a global perspective, and a proven track record of delivering transformation within an international wealth management environment.

Key Areas of Responsibilities

• Lead the end-to-end review, redesign, and optimization of wealth management processes, from client-facing activities to operational workflows and IT systems, ensuring clear handoffs across Front Office/Middle Office/Back Office
• Develop and implement strategies to enhance client experience, improve operational efficiency, and strengthen platform capabilities.
• Partner with senior leadership to define the transformation roadmap, business priorities, and key performance indicators.
• Collaborate across front office, middle office, back office, and technology teams to ensure seamless integration of changes.
• Identify, evaluate, and implement technology solutions to support business goals.
• Oversee change management initiatives to drive adoption of new systems and processes.
• Ensure compliance with applicable regulations and industry standards across all processes.
• Monitor performance metrics and continuously improve business operations post-implementation.

Requirements

• Bachelor’s degree of above in business/finance, MBA will be a plus
• Minimum 8 years of experience in Wealth Management, ideally in an international or multi-market setting.
• Demonstrated expertise in Wealth Management business operating processes (onboarding/KYC, account maintenance, middle‑office controls, settlements, custody) and operating‑risk awareness.
• Proven track record of leading transformation or large-scale process improvement initiatives in the sector.
• Experience driving digital acceleration and platform modernization initiatives in WM, including workflow automation, digital client experience enhancement, and technology‑enabled process transformation.
• Strong understanding of front office, operations, and technology platforms in wealth management.
• Experience working with cross-functional teams to deliver complex projects on time and within budget.
• Experience working closely with IT on system design, architecture discussions, vendor selection, and technology delivery
• Excellent leadership, communication, and stakeholder management skills.
• Ability to think strategically while managing detailed project execution.
• Familiarity with industry regulations, compliance requirements, and risk management practices.
• Exposure to multiple geographies and markets
• Strong analytical and problem-solving skills.
• Excellent command of both English and Mandarin, Cantonese will be a plus
• Candidates with more experience will be considered for a more senior position