Vice President, Team Lead, Operations, Securities Services - Clearance/Settlement/Investigation, Private Banking
Core
Lead Wealth Management Operations team to oversee client onboarding, account maintenance, regulatory reporting, and operational risk controls for private banking clients.
Role type
Senior leadership IC (Vice President/Team Lead) in Wealth Management Operations
Builds
Efficient client onboarding and account servicing processes for Private Banking
Domain
Banking / Wealth Management / Securities Services
Required skills
Wealth management operations leadership, client onboarding management, regulatory reporting (SFC, HKMA, FATCA, CRS), operational risk control, stakeholder management, process improvement, team development, audit coordination
Preferred skills
Change management, root cause analysis, system implementation oversight
Technologies
None explicitly stated
Responsibilities
Supervise daily client onboarding and static data maintenance, lead change initiatives for operational efficiency, manage regulatory reporting and audits, drive team performance and development, coordinate with business partners on new product implementations
Seniority
Senior, hands-on IC with leadership responsibilities