As part of the Chief Operating Office (COO) Team, the Suitability Framework Specialist will focus on the suitability framework and order taking on wealth investments, including leading objectives. This position will work closely with project leads to manage and deliver change management elements, ensuring alignment of business processes across Hong Kong and Singapore relevant change initiatives within the Private Banking business. The role is designed to maintain a strong client focus while achieving efficient and effective processes that align with business goals.
Process Optimization:

Serve as the Subject Matter Expert (SME) for designated wealth product and the suitability process, driving continuous improvement and optimization.
Ensure systematic problem solving where options are evaluated and decisions align with the company values.

Change Delivery:

Lead/support the launch and embedding of change projects that align with strategic objectives.
Develop comprehensive change implementation plans to ensure smooth transition and minimal disruption.
Engage stakeholders throughout the process to communicate changes effectively and gather feedback, ensuring all initiatives are executed on time and within scope.
Ensure compliance with external regulatory requirements, internal control standards, and group compliance policies in the locations.

Stakeholder Collaboration:

Act as a liaison between various cross-functional teams, facilitating open communication to gather requirements and address concerns.
Key contact point for Product Owners on new product launches and enhancement of product offerings.
Coordinate with project teams to align efforts and maintain momentum.
Build strong relationships with business units to ensure successful collaboration on process improvements.

Documentation & Communication:

Maintain comprehensive and up-to-date documentation of defined processes to support transparency and governance.
Ensure that documentation is easily accessible to relevant stakeholders and complies with internal and external regulatory standards.
Deliver change engagement plans to a high standard, supporting business rollout and embedding through clear communication and training programs.

Key Stakeholders:

Private Banking Regional Head, COO, Business Planning Management, Banking Operations, Wealth Operations, Wealth Management, Compliance, Legal, Relationship Managers, Client Service Managers, and support functions (e.g., Ops Risk, Fraud Risk, ICS Risk, Conduct Risk, Group Internal Audit).

Other Responsibilities:

Embed Here for Good and Group’s brand and values in Hong Kong Private Banking; perform other responsibilities as assigned under Group, Country, Business, or Functional policies and procedures.

Qualifications:

Degree qualified with a minimum of 8 years of experience in the banking industry.
Sound HKMA/SFC/MAS regulatory knowledge in investment suitability & selling process, with an understanding of private banking business.
Solid experience in Change Management; ability to adapt and act quickly to drive change by advocating innovative solutions.
Self-motivated team player with excellent analytical and problem-solving skills, capable of resolving complex operational issues.
Strong interpersonal and communication skills, with the ability to build and maintain relationships with internal stakeholders.
Excellent written and verbal communication skills in English and Chinese.
Proficiency in MS Excel, Power Point, and Word.

#J-18808-Ljbffr