Project Manager

Howden Private Wealth; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Howden Private Wealth seeks a seasoned CRM Project Manager to lead end-to-end delivery of a central CRM platform. You will review systems, define roadmaps, and translate business needs into Dynamics CRM solutions, coordinating with IT and vendor teams to ensure data quality and scalable architecture.

With 5–8 years in CRM transformation or implementations, you will drive data governance, integration, and automation, supporting analytics and improved customer journeys across global UHNW clients.

Qualifications

• Bachelor's degree in Information Systems, Computer Science, or related field.
• 5–8 years of experience in project management, CRM transformation, or system implementation.
• Experience with Dynamics CRM configurations, workflows, integrations and testing.

Responsibilities

• Lead end-to-end delivery of the central CRM platform initiative, from current-state assessment to implementation and optimisation.
• Review existing systems, platforms, and data flows to identify gaps, redundancies, and integration opportunities.
• Define and drive the CRM roadmap, ensuring standardised data structures, workflows, and scalable architecture.
• Translate business requirements into functional and technical solutions within Microsoft Dynamics CRM.
• Oversee system integration, working with Group IT and vendors to connect CRM with enterprise platforms.
• Drive data migration, cleansing, and governance to ensure high-quality, analytics-ready lifecycle data.
• Lead automation and workflow design to improve efficiency and enhance customer journey management.
• Manage project delivery (timeline, risks, testing, and stakeholder engagement), including hands-on involvement in solutioning and.

Skills

CRM project management

Stakeholder management

Cross-functional collaboration

Problem-solving

Education

Bachelor’s degree in Information Systems/Computer Science/Business

Tools

Microsoft Dynamics CRM

APIs

Power BI

Job description

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life, to private placement life insurance policies) for UHNW individuals globally.

We have licensed representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network

.
The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefi

t.
Job Responsibiliti

• es Lead end-to-end delivery of the central CRM platform initiative, from current-state assessment to implementation and optimisat
• ionReview existing systems, platforms, and data flows to identify gaps, redundancies, and integration opportunit
• iesDefine and drive the CRM roadmap, ensuring standardised data structures, workflows, and scalable architect
• ureTranslate business requirements into functional and technical solutions within Microsoft Dynam
• icsOversee system integration, working with Group IT and vendors to connect CRM with enterprise platfo
• rmsDrive data migration, cleansing, and governance to ensure high-quality, analytics-ready lifecycle d
• ataLead automation and workflow design to improve efficiency and enhance customer journey managem
• entManage project delivery (timeline, risks, testing, and stakeholder engagement), including hands-on involvement in solutioning and

UAT
Job Requirem

• entsBachelor’s degree in Information Systems, Computer Science, Business or related f
• ieldMinimum 5 to 8 years of experience in project management, preferably in CRM transformation or system implementation proj
• ectsStrong hands-on experience with Microsoft Dynamics CRM, in configurations, workflows, integrations and tes
• tingStrong understanding of data architecture, data governance, and lifecycle management in CRM environm
• entsExperience in system integration (APIs, middleware, or similar) and working with technical teams/ven
• dorsStrong problem-solving and solutioning skills, with the ability to bridge business and technical requirem
• entsFamiliarity with automation tools, reporting dashboards (e.g., Power BI), and analytics-driven decision frameworks is a
• plusAbility to work cross-functionally and manage multiple priorities in a fast-paced environ