Business Project Manager – Wealth Management Department

国泰君安国际 Guotai Junan International; Hong Kong; On-site; HKD 480,000 - 900,000; Full time

Job summary

Guotai Junan International seeks a Business Project Manager to bridge Wealth Management and IT, driving technology initiatives that support growth and efficiency. You will lead end-to-end projects, coordinate cross-functional teams, and ensure regulatory compliance is embedded from planning through execution.

Key responsibilities include managing timelines and budgets, monitoring progress, and communicating with stakeholders from WM, IT, legal, and senior leadership.

Qualifications

• Bachelor’s degree or above in Business, Finance, Information Systems or related field.
• Minimum 5 years of project management experience, ideally in wealth management, securities brokerage or private banking.
• Proven experience as a business-side PM on IT-driven initiatives like platform upgrades, CRM or trading systems.
• Strong understanding of wealth management operations, products and client lifecycles.
• Familiarity with SFC regulatory requirements and compliance considerations is a plus.
• Excellent stakeholder management across IT, legal & compliance, RM and service teams.
• High integrity, quality mindset and strong accountability.
• Open to less-seasoned candidates with the right attitude and capability.

Responsibilities

• Represent Wealth Management on IT-related projects and coordinate with IT and WM teams.
• Oversee end-to-end project delivery within scope, time, and budget constraints.
• Monitor progress, risks and budgets; implement mitigation strategies as needed.
• Communicate effectively with stakeholders at all levels and align expectations.
• Embed regulatory compliance into project planning and execution.
• Maintain clear records and governance for future communications.
• Provide regular updates to WM teams and senior management.
• Escalate issues timely for resolution.

Skills

Stakeholder management

IT project management

Wealth management knowledge

Regulatory compliance

Communication

Integrity

Accountability

Education

Bachelor's degree or above

Job description

Job Description

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

Job 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

Benefits & Others

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