Wealth Management Operations Manager

**Job Description**:
We are seeking a highly skilled and experienced Wealth Management Operations Manager to oversee the operational aspects of our wealth management division. With a minimum of 2+ years of experience in the finance industry and a master's degree in finance or applied finance, you will be responsible for leading a team and ensuring the smooth and efficient execution of wealth management operations. Proficiency in both English and Mandarin Chinese languages is required to effectively communicate with clients and stakeholders.

**Responsibilities:
- Team Leadership: Provide strong leadership and guidance to the wealth management operations team. Set clear goals, monitor performance, and foster a collaborative and motivated work environment. Encourage professional development and ensure efficient resource allocation.
- Operational Strategy: Develop and implement operational strategies and procedures to optimize efficiency, accuracy, and compliance within the wealth management division. Continuously identify areas for improvement and implement solutions to enhance operational effectiveness.
- Client Onboarding and Account Management: Oversee the client onboarding process, ensuring seamless account opening, documentation, and compliance with regulatory requirements. Collaborate with relationship managers and client service teams to manage client accounts, resolve issues, and ensure exceptional service delivery.
- Investment Operations: Manage and oversee investment operations activities, including trade execution, settlements, reconciliations, and performance reporting. Ensure timely and accurate processing of investment transactions while maintaining compliance with internal policies and industry regulations.
- Risk Management: Implement risk management processes and controls to mitigate operational risks. Monitor operational risk indicators and develop contingency plans to address potential issues. Collaborate with risk management and compliance teams to ensure adherence to regulatory requirements.
- Technology and Process Enhancement: Identify opportunities to leverage technology and automation to streamline operational processes. Collaborate with IT and operations teams to implement systems and tools that enhance efficiency, data integrity, and reporting capabilities.
- Stakeholder Management: Build and maintain strong relationships with internal stakeholders, including relationship managers, investment advisors, compliance officers, and senior management. Collaborate closely with these teams to ensure smooth coordination and alignment of operational processes.
- Reporting and Analysis: Generate regular reports on operational performance, key metrics, and trends. Conduct analysis to identify areas for improvement and provide recommendations for enhancing operational efficiency and client experience.
- Training and Compliance: Develop and deliver training programs to ensure team members have the necessary knowledge and skills to execute operational tasks effectively. Ensure compliance with relevant regulations, policies, and procedures within the wealth management division.

**Qualifications:
- Master's degree in Finance, Applied Finance, or a related field. Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous.
- Minimum of 2+ years of experience in wealth management operations or a similar role within the finance industry.
- Strong leadership skills with the ability to motivate and manage a team effectively.
- Proficiency in both English and Mandarin Chinese languages, with excellent communication and interpersonal skills. Ability to effectively communicate with clients and stakeholders in both languages.
- Solid understanding of wealth management operations, investment products, and industry regulations.
- Knowledge of investment operations processes, including trade execution, settlements, reconciliations, and performance reporting.
- Strong analytical and problem-solving skills, with the ability to identify process improvements and optimize operational efficiency.
- Familiarity with wealth management technology platforms and tools, with the ability to leverage technology to enhance operational processes.
- Attention to detail and a high level of accuracy in executing operational tasks.
- Ability to work in a fast-paced, dynamic environment while managing multiple priorities and meeting deadlines.