Business Project Manager – Wealth Management Department

Guotai Junan International Holdings Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

Guotai Junan International Holdings Limited is seeking a Business Project Manager to join the Wealth Management Department in Hong Kong. The role acts as a bridge between WM and IT to drive IT-driven initiatives such as CRM and trading platform upgrades, with a focus on regulatory alignment and stakeholder engagement.

You will lead end-to-end projects, monitor progress and risks, and ensure clear communication with senior management while embedding compliance into planning and execution.

Qualifications

• Bachelor’s degree or above; Business/Finance/IS preferred.
• Minimum 5 years of project management experience, ideally in wealth management.
• Experience as a business-side PM on IT-driven initiatives like CRM or trading platforms.
• Solid knowledge of wealth management operations and client lifecycles.
• Familiarity with regulatory considerations is advantageous.
• Strong stakeholder and cross-functional collaboration skills.
• High integrity and accountability with clear communication.

Responsibilities

• Business-IT Collaboration – Represent WM on IT-related projects, liaising with IT and WM teams.
• End-to-End Project Management – Oversee projects from initiation to completion within timelines and budgets.
• Progress & Risk Monitoring – Track progress and mitigate risks affecting timelines or outcomes.
• Stakeholder Communication – Align expectations across business, technology, and leadership.
• Compliance Integration – Embed regulatory compliance into project planning and execution.
• Documentation & Governance – Maintain records of decisions and communications.
• Reporting & Updates – Provide progress updates to WM teams and senior management.
• Issue Escalation & Resolution – Escalate issues timely to keep projects on track.

Skills

Project management

Stakeholder management

IT liaison

Wealth management domain

Regulatory awareness

Communication skills

Education

Bachelor’s degree

Tools

CRM systems

Trading platforms

Client portals

Job description

Business Project Manager – Wealth Management Department

We are seeking Business Project Manager role to join our Wealth Management Department to act as the key bridge between WM and IT, driving technology-related projects that are critical to the growth and efficiency of our wealth management business.

Key Responsibilities

• Business-IT Collaboration – Represent Wealth Management Department (WM) on IT-related projects, working closely with IT and other WM teams to ensure successful execution of key initiatives within set timelines
• End-to-End Project Management – Oversee projects from initiation to completion, ensuring they are delivered on time, within scope, and within approved budgets.
• Progress & Risk Monitoring – Track project progress to ensure timely delivery and budget adherence. Proactively identify potential risks that could impact timelines or outcomes, and implement mitigation strategies
• Stakeholder Communication – Communicate effectively with stakeholders at all levels, ensuring alignment of expectations across business, technology, and senior leadership.
• Compliance Integration – Ensure all aspects of regulatory and internal compliance are embedded into project planning and execution. Identify potential compliance risks and implement appropriate controls
• Documentation & Governance – Maintain proper records and documentation of decisions made during liaisons, ensuring consistency & facilitating smooth future communications
• Reporting & Updates – Provide regular, clear & effective progress updates to WM teams and senior management
• Issue Escalation & Resolution – Ensure projects stay on track, with problems appropriately identified and escalated for timely resolution

Requirements

• Bachelor’s degree or above; major in Business, Finance, Information Systems is preferred but not a must
• Minimum 5 years of project management experience, ideally in wealth management, securities brokerage or private banking field but not a must
• Proven experience acting as a business-side project manager on IT-driven projects such as platform upgrades, CRM, trading systems, client portals
• Solid understanding of wealth management operations, products, and client lifecycles
• Familiarity with SFC regulatory requirements & compliance considerations is an advantage
• Strong stakeholder management skills - ability to engage IT, legal & compliance, relationship managers and customer service teams.
• Exhibit a high-level of integrity & quality awareness
• Strong sense of accountability & effective communication skills
• Less-seasoned candidate with appropriate mentality and capability will be considered

We offer an attractive remuneration package and fringe benefits to the right candidate.

Guotai Junan International (Stock Code: 1788.HK)

is the first Chinese securities company listed on Hong Kong Stock Exchange by way of IPO. Based in Hong Kong, we provide diversified financial services including wealth management, brokerage, corporate finance, loans and financing, asset management and financial products. Through the systematic management and training, you will have the opportunity to maximize your talents on our board platform and empower your future with GTJAI.

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