Vice President, Team Lead, Operations, Securities Services - Clearance/Settlement/Investigation, Private Banking
Core
Lead Wealth Management Operations team to manage client onboarding, account servicing, 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, audit management, team development
Preferred skills
Experience with change initiatives, root cause analysis, system implementation, people management
Technologies
None explicitly stated
Responsibilities
Supervise daily operations in client onboarding and static data maintenance; Lead and implement change initiatives and projects regarding systems and processing procedures; Manage the client account opening team; Handle regulatory reports and internal/external audits; Drive people management and development; Collaborate with business partners on new business implementations
Seniority
Senior, hands-on IC with leadership responsibilities