Wealth Management IT Project Lead

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

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.