Wealth Management Digital Onboarding & Service Lead

CICC; Hong Kong; On-site; HKD 400,000 - 550,000; Full time

Job summary

CICC in Hong Kong seeks a results-oriented specialist to lead digitalization of client onboarding and service processes. You will map workflows, translate business needs into clear specifications, and drive UAT and changes with IT and frontline staff.

You will develop training materials and monitor system adoption post-launch, ensuring compliance with KYC/AML/GDPR standards and maintaining documentation to support ongoing optimizations. Proficiency in English and Mandarin is essential.

Qualifications

• Bachelor’s degree or above in Business Administration, Information Systems, Finance, or a related field.
• 3–5 years of experience in client service operations, digital transformation, or business analysis in financial services, banking, or fintech.
• Strong ability to translate business requirements into technical specs and create detailed documentation.
• Experience with UAT, system rollouts, and change management; Agile/Scrum familiarity preferred.
• Familiarity with regulatory requirements (e.g., KYC, AML, GDPR/PIPL).
• Excellent communication and stakeholder management; able to bridge business and IT teams.
• Fluent in English and Chinese (Mandarin) in written and spoken form.

Responsibilities

• Lead end-to-end digitalization of client onboarding and service processes.
• Map and redesign workflows into streamlined digital solutions.
• Translate business needs into functional requirements and user stories.
• Coordinate and execute UAT, including test cases and defect tracking.
• Develop training materials, SOPs, and conduct training sessions for staff.
• Monitor system performance and adoption post-launch; act as escalation point for issues.
• Gather user feedback to drive iterative enhancements and optimizations.
• Ensure compliance with internal policies and regulatory standards; maintain version control.

Skills

Stakeholder management

Communication

Business analysis

UAT testing

Education

Bachelor’s degree or higher

Tools

Visio

Lucidchart

Job description

CICC in Hong Kong seeks a results-oriented specialist to lead digitalization of client onboarding and service processes. You will map workflows, translate business needs into clear specifications, and drive UAT and changes with IT and frontline staff.

You will develop training materials and monitor system adoption post-launch, ensuring compliance with KYC/AML/GDPR standards and maintaining documentation to support ongoing optimizations. Proficiency in English and Mandarin is essential.