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Senior Manager, Business Controls & Projects, Wealth Management

CITIC CLSAHong Kong

16 天前

职位描述

Responsibilities

Oversee the preparation of financial management reports related to revenue, costs, and overall business performance; support budgeting and forecasting processes
Execute the end-to-end process for calculating, administering, and reconciling revenue sharing, including support for profit-sharing arrangements and sales incentive calculations
Liaise with Treasury and relevant banks for the daily management of accounts, optimization of deposit interest, fund transfers, and liquidity management
Coordinate with internal and external stakeholders on queries and settlements relating to rebates, revenue / cost sharing, and incentive programs
Stay abreast of regulatory obligations, risk management guidelines, and ensure adherence to internal control processes in all responsible areas
Perform ad hoc analysis and projects support for business decision making, process enhancement and efficiencies, system improvements, and automation of financial calculations and reporting (, requirements gathering for automation tools such as SAS, Alteryx, or similar platforms) as required

Requirements

Degree holder in Finance, Accounting, Information System or a related discipline; CPA / CFA is an ideal but not essential

At least 5+ years of relevant experience in management report and business performance management, preferably within wealth management or private banking sectors, prior experience in managing banking relationships, cash liquidity, and foreign exchange operations would be an asset

Practical experience inmission rebate / incentive calculations, revenue sharing, or treasury operations is highly preferred

Advanced proficiency in MS Excel; familiarity with automation, data analytics, or business intelligence tools (, SAS, Alteryx, SQL, Power BI) is a strong advantage

Proactive and solutions-oriented approach with a focus on process optimization and continuous improvement

Excellent interpersonal and tri-lingualmunication skills, capable of coordinating across functions and translatingplex technical matters for non-specialists

Strong analytical and numerical skills with exceptional attention to detail and accuracy

Proven ability to manage multiple deadlines andpeting priorities in a fast-paced team environment

Job ID JR001580

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Project Manager • Hong Kong