Manager, Digital Transformation (Consumer Financial Services)

OCBC; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

OCBC in Hong Kong is seeking a Manager, Digital Transformation to drive technology-enabled initiatives that boost efficiency, customer experience, and performance. You will support the Product Owner, collaborate with stakeholders, and guide transformation programs.

The role requires 3–6 years in retail banking, strong Agile, CRM/core banking experience, Jira/Confluence, and AI tooling. You’ll manage requirements, UAT, testing, and training to deliver measurable gains.

Qualifications

• Bachelor’s degree in business, finance, IT, or related field; advanced degree or certs are a plus.
• 3–6 years in retail banking with exposure to Banking Product, CRM, Core Banking, and Transformation.
• Strong Agile delivery, backlog management, and UAT with business stakeholder engagement.
• Hands-on Jira, Confluence, Excel, and PowerPoint experience is advantageous.
• Experience using AI tools like Copilot or ChatGPT for productivity and testing.

Responsibilities

• Support Product Owner in digital transformation initiatives, including core banking and CRM enhancements.
• Gather requirements, manage tests, and deliver business capabilities improving engagement and efficiency.
• Assess opportunities in deposits, wealth, or loan projects to enhance customer journeys.
• Collaborate with cross-functional teams to implement platform enhancements and transitions.
• Track progress, defects, risks, and provide regular status updates to stakeholders.
• Facilitate end-user training and provide post-implementation support.
• Monitor performance of new solutions and optimize productivity; explore AI tools for automation.

Skills

Backlog management

User story definition

Stakeholder engagement

UAT execution

Agile methodologies

Problem solving

Communication skills

Retail banking knowledge

AI productivity tools

Education

Bachelor's degree in business/finance/IT

Advanced degree or relevant certifications a plus

Tools

Jira

Confluence

Excel

PowerPoint

Job description

The Manager, Digital Transformation is responsible for supporting the organization's digital transformation agenda by identifying, developing, and implementing technology-enabled initiatives that enhance operational efficiency, customer experience, and business performance. The role supports the product owner and collaborates closely with business stakeholders, technology teams, and external partners to deliver strategic transformation projects and foster a culture of innovation across the organization.

What you will be doing:

• Support the Product Owner in the Bank's Digital Transformation initiatives, including core banking & CRM platform enhancements, requirements management, testing, and delivery of business capabilities that enhance customer engagement, relationship management, and sales effectiveness.
• Assess business requirements and identify opportunities, with exposure to Deposit, Wealth Management, or Loan product projects, to improve customer engagement, operational efficiency, and frontline effectiveness through digital solutions.
• Apply a good understanding of retail banking products, customer journeys, and operational processes to define clear business and system requirements.
• Collaborate with cross-functional teams to support system enhancement and transformation initiatives, ensuring smooth implementation and transition to new platforms and processes.
• Track project progress, testing execution, defects, risks, and resolution activities, and provide regular status updates to stakeholders.
• Facilitate training for end-users and provide ongoing support during and after the system transition.
• Monitor the performance of the new digital solution and make necessary adjustments to optimize efficiency and productivity.
• Explore and leverage AI-enabled productivity tools (e.g. Microsoft Copilot, ChatGPT, or similar solutions) to support business analysis, documentation, testing, reporting, and process improvement activities.

Who are we looking for:

• Bachelor's degree in business, finance, IT, or related field. Advanced degree or relevant certifications are a plus.
• Minimum of 3 to 6 years of experience in retail banking, with experience in Banking Product, CRM system, Core Banking system & Transformation Projects as an advantage
• Strong understanding of Agile project delivery and business transformation projects, with strong capabilities in backlog management, user story definition, stakeholder engagement, UAT execution, system implementation, and driving modernization initiatives from a business perspective is preferred.
• Hands-on experience with Jira, Confluence, Excel, PowerPoint, and other project management tools is an advantage.
• Experience using AI tools such as Microsoft Copilot, ChatGPT, or similar productivity tools is a plus. Ability to leverage AI tools to improve productivity, reporting, documentation, and testing activities.
• Strong understanding of CRM best practices, customer relationship management processes, customer data management, and customer engagement strategies.
• Strong business acumen with a good understanding of retail banking products, services, customer journeys, operations, and regulatory requirements.
• Ability to manage multiple tasks simultaneously in a fast-paced environment.
• Strong problem-solving skills with a focus on delivering practical and innovative solutions.
• Excellent communication and interpersonal skills, both written and verbal.