Wealth Management IT Project Lead

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

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.