Program Manager (Wealth Management)

Responsibilities:

• Manage customer accounts related to invoicing, credit, collections, and accounts receivable activities.
• Review and approve new credit applications and credit limit requests in accordance with internal policies and procedures.
• Monitor and follow up on collection activities, outstanding payments, and remittance details.
• Investigate, manage, and resolve billing disputes with internal and external stakeholders.
• Review cash application activities and write-offs to ensure accuracy and compliance with customer instructions.
• Respond to customer queries and perform operational activities in line with established processes and procedures.
• Validate and process credit rebills, credit memos, and dispute requests.
• Download invoices and prepare statements of account as requested by stakeholders and customers.
• Follow established collection procedures, processes, and schedules to support timely payment recovery.
• Collaborate with internal and external stakeholders to achieve collection targets and service levels.
• Monitor and ensure the accuracy of cash application processes and related financial transactions.
• Review and assess customer creditworthiness, financial risk, and credit exposure.
• Ensure compliance with internal policies, controls, and governance requirements.

Requirements:

• At least 3 years of experience in accounts receivable, credit, and collections functions.
• Demonstrated experience improving, redesigning, or automating finance processes and workflows.
• Experience using AI-enabled productivity and automation tools is preferred.
• Strong financial analysis and financial statement interpretation skills.
• Strong attention to detail, analytical thinking, and problem-solving abilities.
• Excellent stakeholder management and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Bachelor's degree or equivalent tertiary qualification.

• Support the execution of growth priorities through the OKR process, ensuring priorities are translated into measurable outcomes and reviewed consistently.
• Manage strategic initiatives, keeping teams aligned on priorities, milestones, dependencies, risks, and outcomes.
• Develop strategy communications, including executive reviews, leadership updates, and materials that provide clear visibility into progress, performance, and key decisions.
• Partner with analytics teams to validate performance metrics, test data and insights, and help develop measures that strengthen strategic decision-making.
• Use AI-enabled approaches to synthesize complex information, build analytical models, develop executive narratives, and identify insights that improve strategic decision-making.

• Partner with strategy and business leaders to identify, evaluate, and prioritize growth opportunities.
• Combine external market intelligence with internal business analytics to generate insights, evidence, and recommendations that inform strategic choices.
• Monitor macroeconomic, industry, and customer trends, translating relevant signals into business implications.
• Apply market-sizing frameworks, test assumptions, and identify emerging opportunities.
• Analyze customer signals to understand areas of strength and factors constraining growth.
• Integrate external and internal intelligence to identify growth opportunities and determine which can be scaled across multiple markets.
• Use AI-enabled approaches to continuously scan markets, automate research and analysis, identify patterns across large datasets, and accelerate insight generation.

• At least 5 years of experience in consulting, strategy and operations, strategic projects, or business or commercial roles.
• Strong analytical capability and fluency with AI, with the ability to rapidly synthesize information, form and test hypotheses, identify meaningful patterns, and develop clear, data-driven recommendations with strong attention to detail.
• Strong program management skills, including the ability to establish operating rhythms, manage stakeholders, and maintain momentum across cross-functional initiatives and workstreams.
• Proficiency in Excel and PowerPoint, with experience managing large datasets and visualizing insights.
• Excellent written and verbal communication skills, with the ability to work effectively with sales leaders across multiple markets.
• Experience working across multiple markets, stakeholders, and functions to influence outcomes without direct authority.
• Ability to thrive in ambiguity, with a bias for action, ownership, learning, and continuous improvement.
• Previous experience working with go-to-market or sales teams.
• MBA from a leading university, preferably focused on strategy, finance, or business operations.
• Business, go-to-market, or sales certification is an advantage.

We're supporting our client, a global financial services group with a long-standing presence across major markets, known for blending deep banking expertise with a strong push into digital transformation. Their technology teams sit at the heart of how they build and modernise the platforms clients rely on every day.

Our client is looking for an experienced Technical Business Analyst to join their Lending Platforms team. You'll work closely with product, credit, operations, and engineering teams to shape how their lending products are delivered — from application through to disbursement and servicing.

What you'll do

• Gather and document requirements from business and technical stakeholders
• Map out the lending process end-to-end and flag risks or gaps along the way
• Turn business needs into clear user stories, specs, and process flows
• Work with product owners to shape and prioritise the backlog
• Support testing, UAT, and smooth rollout of new features
• Keep stakeholders in the loop through releases and changes

What you bring

• 7+ years in financial services technology, with 3-5 years in business analysis or product delivery
• Extensive experience in technical aspect of products or platforms.
• Solid experience with lending or credit products and their operational workflows
• Comfortable working in Agile/Scrum teams
• Strong hands with tools like Jira, Confluence, Azure DevOps, SQL, or similar
• Clear communicator who can simplify complex ideas for different audiences
• A degree in a related field, or equivalent hands-on experience

📍This is a hybrid role in Kuala Lumpur, Malaysia.

✋ Only open to Malaysian citizens, Permanent Residents, or those who do not require visa sponsorship.

Position Overview

We are seeking a seasoned Change Management Project Manager to lead user adoption, stakeholder engagement, and transition strategies for a large-scale, multi-region software implementation.

In this role, you will drive the change management lifecycle for a critical cross-functional platform rollout bridging communication and service management tools (combining email and ticketing workflows). Operating within a complex, global matrix environment—specifically partnering with a major multinational financial institution—you will ensure smooth adoption across 14 to 15 entities spanning the APAC region.

Key Responsibilities

• Change Management Strategy: Develop and execute comprehensive change management and communication plans tailored to diverse regional audiences and business units.

• Stakeholder Engagement & Management: Partner closely with regional and global stakeholders, project sponsors, and business leaders to align expectations, mitigate resistance, and drive active engagement.

• Transition & Training Execution: Design and oversee user readiness programs, training frameworks, and transition roadmaps to ensure minimal disruption to ongoing business operations during go-live.

• Cross-Functional Collaboration: Work hand-in-hand with technical project managers, system integrators, and IT teams to ensure the human element of change aligns seamlessly with technical delivery milestones.

• Impact Assessment & Feedback Loops: Establish metrics and feedback mechanisms to measure user adoption rates, address friction points, and continuously optimize change strategies throughout the deployment lifecycle.

Qualifications & Competencies

• Experience: Proven track record (typically 5+ years) in change management, project management, or organizational transformation, ideally within the banking, financial services, or large global enterprise sectors.

• Global Scope Management: Demonstrated experience managing change initiatives across multiple countries and cultural landscapes, with a specific focus on the APAC region.

• Technical Familiarity: Experience supporting the rollout of enterprise-grade software, productivity tools, or service management ticketing systems (e.g., ServiceNow, integrated communication platforms).

• Communication & Negotiation: Exceptional communication, facilitation, and interpersonal skills with a strong ability to navigate difficult stakeholder scenarios, build consensus, and influence without direct authority.

• Structured Approach: Strong analytical and problem-solving skills to anticipate risks, design mitigation strategies, and manage complex project timelines.

Background
As part of a broader group-wide initiative, the local entity will be rolling out several international projects during 2026. Three initiatives are currently confirmed:

• A new tool for managing projects
• A replacement core HR system
• A set of new web-based portals

Role Overview
This person will sit at the intersection of the global head office, the regional APAC office, and the local Hong Kong/Taiwan team — making sure work happening at the regional and local level stays aligned, and keeping central teams updated on how implementation is progressing.

Key Responsibilities

• Drive and coordinate the local rollout of the above group-wide initiatives
• Serve as the main point of contact linking global HQ, the APAC regional office, and the local team
• Keep regional and local workstreams moving in sync with each other
• Provide regular progress updates to the global/central team
• Build and maintain relationships across all parties involved in the projects
• Keep stakeholders engaged and supportive from project kickoff through to completion

Requirements

• Must be fluent in Cantonese

roject Manager – Business Restructuring

Overview:
A compact team is going through an operational restructuring aimed at improving how the business runs day to day. We're looking for a Project Manager who can steer this transition from start to finish, balancing regulatory diligence with hands-on delivery.

Key Responsibilities:

• Review the planned changes through multiple lenses before they're rolled out:
  • From the customer's side — check that any shift complies with insurance rules in the market, particularly around how and when customers are informed or asked for consent, depending on the product line involved
  • From the partner's side — confirm the changes hold up against local insurance requirements, and advise on how much detail should reasonably be shared with external partners
  • From a compliance standpoint — make sure the broader restructuring fits within what regulators expect locally
• Spot potential roadblocks early and keep the rollout moving in step with the agreed local timeline
• Take ownership of how the project is run overall — this covers keeping stakeholders aligned, setting up the project's structure, drafting and maintaining the restructuring roadmap, and staying in close contact with local representatives throughout

Requirements:

• Fluent Cantonese speaker

• Minimum 5 years of experience in Finance, Accounting, Procurement, or a related business partnering role with working knowledge of US GAAP accounting principles.
• Deep understanding of the end-to-end Source-to-Pay process, including supplier sourcing, contract reviews, procurement operations, and payment workflows.
• Experience supporting supplier sourcing initiatives, contract management, operational finance, and accounting activities.
• Strong stakeholder management capabilities with experience working across multiple business functions and managing a high volume of stakeholders.
• High level of accuracy in preparing, reviewing, and managing financial information.
• Strong attention to detail, customer service orientation, and excellent written and verbal communication skills.
• Experience identifying process gaps and driving automation, process improvement, and operational efficiency initiatives.
• Familiarity with regional compliance, taxation, and operational finance requirements, including GST, withholding tax, or similar regulatory frameworks.
• Ability to influence business decisions, challenge existing processes, and contribute to operational and procurement strategy development.
• Experience working with shared services or global support functions across multiple regions preferred.
• Experience with ERP, sourcing, reporting, and financial management systems preferred.
• Experience within technology, media, entertainment, or other fast-growth environments preferred.
• Bachelor's degree in Accounting, Finance, or a related discipline. Professional certifications such as CPA, CA, or MBA advantageous.
• Experience using AI, automation, or data-driven insights to improve financial workflows, supplier management, or operational efficiency preferred.
• Additional language capability supporting engagement across multiple markets advantageous.

• Act as a finance business partner supporting regional stakeholders across procurement, operations, and business functions.
• Ensure operational excellence across finance and procurement processes, systems, controls, and governance frameworks.
• Drive initiatives to simplify, standardize, and automate manual workflows, including system enhancement projects and user acceptance testing activities.
• Partner with business and legal stakeholders on supplier sourcing activities, contract reviews, contract renewals, and supplier management initiatives.
• Manage finance-related procurement activities including supplier onboarding, purchase order creation and review, change order management, invoice review, supplier governance, and management reporting.
• Support financial accuracy, control, and compliance across procurement and operational finance processes.
• Own month-end accrual processes and partner with accounting teams to investigate and resolve material spending variances.
• Ensure accurate financial coding, reporting, budget tracking, forecasting, and variance analysis.
• Analyze invoicing trends and collaborate with accounts payable teams to improve invoice processing efficiency, compliance, and controls.
• Identify process improvement opportunities and lead initiatives that enhance finance, procurement, and payment workflows across regional regulatory environments.
• Build and maintain strong working relationships across Finance, Accounting, Procurement, Legal, Tax, Technology, and operational teams.
• Support strategic initiatives focused on supplier framework optimization, cost efficiency, operational scalability, and process effectiveness.
• Deliver ad hoc analysis, project support, and operational activities aligned with business objectives.

• Gather, document, and translate KYC/AML and compliance requirements into functional specifications, process maps, and delivery artefacts
• Coordinate with compliance, technology, and risk teams to drive end-to-end delivery of KYC/AML initiatives
• Manage project plans, timelines, RAID logs, and stakeholder reporting for compliance transformation workstreams
• Support client onboarding and due diligence workflow improvements, identifying process gaps and actionable requirements
• Liaise between business stakeholders and technology teams to ensure requirements are accurately captured and delivered
• Prepare progress updates, executive summaries, and steering committee materials as required
• Support regulatory change analysis and impact assessment for AML/KYC policy and process updates

• Chinese national, Guangzhou-based (or can relocate to GZ)
• Banking experience at a large domestic or international bank
• Hands-on KYC, AML, CDD, or financial crime compliance exposure — in an operations, BA, or PM capacity
• Demonstrated project or business analysis delivery experience
• Professional working English

• Ops-to-project career transition within a compliance or financial crime function
• Familiarity with AML monitoring platforms or systems
• Knowledge of PBOC AML regulations, HKMA guidelines, or international AML frameworks
• CAMS or equivalent AML/compliance certification
• Cantonese fluency
• PMP, Agile/Scrum, or BA professional certifications

We're seeking an experienced Project Manager to lead large-scale transformation initiatives within a fast-paced financial services environment. This role is ideal for someone who thrives in managing complex programmes, coordinating cross-functional teams, and delivering strategic business outcomes from initiation through implementation.

Key Responsibilities

• Lead the end-to-end delivery of transformation projects, including planning, scope management, governance, and execution.
• Develop and manage project plans, timelines, milestones, and deliverables to ensure successful outcomes.
• Coordinate cross-functional teams, manage interdependencies, and proactively resolve delivery challenges.
• Maintain effective oversight of project risks, issues, dependencies, and key decisions throughout the project lifecycle.
• Establish and drive Agile or hybrid delivery practices, including release planning and delivery cadence.
• Build strong relationships with senior stakeholders, providing clear communication, reporting, and alignment across business and technology teams.
• Ensure projects adhere to governance standards, regulatory requirements, and organisational controls.
• Oversee testing activities, implementation readiness, go-live planning, and post-deployment support.
• Monitor project performance, track key metrics, and measure delivery against expected business benefits.

About You

• 5–15 years of project management experience delivering complex transformation programmes, ideally within financial services.
• Demonstrated success managing large, cross-functional initiatives involving multiple stakeholders and workstreams.
• Strong leadership, communication, and stakeholder management skills with the ability to influence at all organisational levels.
• Solid understanding of project governance, risk management, and delivery controls.
• Experience working with Agile, hybrid, or traditional project delivery methodologies.
• Professional certifications such as PMP, PRINCE2, or Agile are advantageous.

Location & Requirements

• Based onsite in Hong Kong.
• Professional fluency in English is required.
• Cantonese and Mandarin language skills are highly desirable.

A large global financial institution is looking for an M365 Copilot SME to lead the engineering, configuration, and governance of Copilot capabilities across its Microsoft 365 environment.

The organization operates across multiple countries and regions, with a strong focus on security, compliance, and responsible AI adoption. This role sits at the intersection of AI enablement, enterprise architecture, and end-user productivity.

This is an initial 12-month onsite contract role in Hong Kong.

Key Responsibilities:

• Design, build, and govern Copilot and agent solutions using Copilot Studio, including prompt design, knowledge grounding, and publishing controls

• Automate workflows and processes using Power Platform (Power Automate, Power Apps, Dataverse) to complement Copilot use cases

• Integrate Copilot and agents with enterprise data and services via Microsoft Graph API, ensuring correct authentication, permissions, and data access

• Implement enterprise-grade guardrails covering access controls, content boundaries, DLP, and information protection

• Measure adoption and productivity impact using Work IQ and telemetry; iterate on agent design based on data and user feedback

• Run end-to-end testing (functional, safety, regression) for prompts and agent solutions, and remediate issues as they arise

• Partner with data and platform teams to align Copilot scenarios to trusted data foundations, including Microsoft Fabric where applicable

Requirements:

• Hands-on experience delivering Copilot and/or agent solutions in a large, regulated enterprise environment

• Deep proficiency in Copilot Studio — connectors, actions, knowledge grounding, and lifecycle management

• Strong Power Platform skills across Power Automate, Power Apps, and Dataverse

• Practical experience integrating Microsoft Graph API across Teams, SharePoint, OneDrive, mail, calendar, and identity scenarios

• Solid understanding of prompt engineering patterns, grounding strategies, and responsible AI principles

• Ability to define and track success metrics using Work IQ and related analytics tools

• Familiarity with Microsoft Fabric for data sourcing, semantic modelling, and reporting

• Comfortable working across cultures and time zones in a global, matrixed organisation

Nice to have:

• Experience with enterprise change management and Copilot adoption programs

• Exposure to Microsoft Purview for data governance and compliance within Copilot environments

This is a strong fit for Microsoft AI practitioners who are equally comfortable in hands-on configuration and stakeholder engagement — and who can operate with confidence in a highly regulated, globally distributed environment.

About the job

We're looking for an autonomous back-end developer to own the engineering layer behind a Sales Performance Dashboard for a banking and financial services client, with particular emphasis on wealth management. This sits inside the Data & Analytics group, but it is an engineering build, not an analytics seat: the focus is shipping microservices and APIs that surface governed, entitlement-controlled data to dashboards and other consuming systems. The right candidate is comfortable navigating a layered bank data environment, owns problems end-to-end, and can turn shifting business asks into secure, production-grade technical solutions.

This is a 12-month contract onsite role in Hong Kong.

What You'll Be Doing

Backend & Microservices Engineering

• Architect, build, and operate the microservices layer that drives sales performance reporting
• Build secure, scalable REST APIs that connect this platform to other internal systems
• Hold services to production standards: performance, reliability, monitoring/observability, and clean operational practices

Data Ecosystem & Integration

• Partner with business and technical stakeholders to map how data moves end-to-end, including frontline workflows and finance-aligned metric definitions
• Connect to upstream and downstream sources, and help troubleshoot data quality issues affecting reporting
• Tune queries and access patterns so analytics/reporting workloads run efficiently in a banking context

Security, Access & Governance

• Build in strong protections for sensitive financial data
• Apply authorization models so what data a user sees lines up with their entitlements and governance rules

Stakeholder Engagement & Delivery

• Work directly with business stakeholders to pin down requirements and recommend workable technical approaches
• Partner with cross-functional teams, including offshore counterparts, to deliver in agile increments
• Adapt quickly to shifting priorities and push work through to completion without close supervision

What We're Looking For

Experience

• 5–8 years in backend/microservices engineering, API development, or other data-intensive engineering work
• Banking or financial services background strongly preferred; wealth management exposure (products, processes, or analytics) is a plus

Technical Skills

• Java + Spring Boot OR Python + FastAPI
• Strong REST API design, testing, and production-support experience

Data & Platform Fundamentals

• Comfortable working with relational/analytical data stores such as PostgreSQL, BigQuery, or similar
• Able to design, optimize, and debug queries and access patterns for reporting/analytics use cases

Engineering Practices

• Solid grounding in API security (OAuth/token-based auth, least-privilege access)
• Used to working in agile, iterative delivery cycles
• Comfortable with Git/GitHub for source control and team collaboration

Communication & Working Style

• Can explain technical trade-offs clearly to non-technical stakeholders, in writing and verbally
• Self-directed; comfortable diagnosing issues and driving toward resolution independently
• Reads/writes English fluently enough for daily collaboration with global teams

Nice to Have

• Frontend literacy (not required) enough to understand how backend/API choices ripple into the user experience
• Exposure to BI/dashboard tools such as Tableau, Power BI, or Looker
• Familiarity with GCP services (BigQuery, Cloud Storage, Cloud Functions) and/or containerized deployments
• Awareness of data security and regulatory expectations specific to banking

A global organisation is in the middle of a large, complex transformation. They need someone on the ground in Hong Kong to make sure it's done right and within the local reality — getting processes documented the right way, people genuinely ready for change, and leadership kept informed every step of the way.

You'll primarily work across three areas: shaping and reviewing how local processes are designed and documented, driving change management so adoption actually happens, and keeping governance tight so nothing gets lost between global and local.

Day to day, you'll be:

• Presenting process templates and methodology to local teams, then reviewing what they produce — checking for completeness, consistency, and the right level of detail
• Preparing and running local design workshops and post-playback configuration validation sessions
• Consolidating playback outputs and chasing open points until they're closed
• Maintaining the L4 Process Book, capturing local roles, interfaces, and any approved deviations from the global standard
• Running and refining Change Impact Assessments and building out the local Change Management Plan — covering communications, training, and readiness
• Preparing materials for local change activities and working alongside local Change Leads to get them executed
• Participating in weekly territory governance, tracking actions and decisions, and escalating risks or key decisions to the global programme when needed

You'll be a strong fit if you have:

• Solid experience on enterprise transformation programmes — ERP rollouts or similar global process standardisation work
• Hands-on ownership of L4 process documentation — swim lanes, role mapping, deviation handling — not just familiarity with it
• Change management artefacts you've personally built and delivered: impact assessments, change and training plans, readiness dashboards
• Experience reviewing and giving structured feedback on other people's process or change deliverables
• HK or APAC project background preferred
• HR programme experience is a plus; Prosci/ACMP certification and Cantonese/Mandarin are welcome bonuses

📍This is an urgent contract role and is based in Hong Kong.

• Lead the end-to-end delivery of new initiative and prototype programs, ensuring alignment with defined scope, timelines, and quality standards
• Develop and maintain comprehensive program plans, governance structures, and reporting frameworks across multiple concurrent initiatives
• Partner with cross-functional stakeholders across business units, technical teams, and external collaborators in different regions
• Translate business needs into structured delivery plans and actionable roadmaps, incorporating data-driven and AI-enabled approaches where applicable
• Identify and manage program dependencies, risks, and issues, implementing proactive mitigation strategies
• Monitor and report program progress using established metrics, milestones, and key performance indicators
• Facilitate clear and consistent communication to ensure alignment, visibility, and transparency across all stakeholders
• Drive continuous improvement in delivery processes and promote operational efficiency and best practices

• Demonstrated experience in program or project management within complex, fast-paced environments
• Strong understanding of product or solution lifecycle processes, including early-stage development or launch phases
• Familiarity with AI/ML concepts and their practical application in business or operational contexts
• Excellent stakeholder engagement and communication skills, particularly in geographically distributed teams
• Ability to manage multiple priorities and deliver outcomes in a matrixed organizational structure
• Strong analytical thinking, problem-solving, and decision-making capabilities
• Experience collaborating with cross-regional teams and managing diverse stakeholder groups
• Professional certifications in program or project management (e.g., PMP, Agile, Scrum)
• Experience in large-scale transformation or strategic change initiatives
• Exposure to partner engagement models, distribution channels, or go-to-market processes
• Familiarity with innovation-led programs or digital transformation efforts

What you’ll be doing:
• Support purchase order creation, updates, and processing
• Review transactions to ensure accuracy and compliance with internal policies
• Handle invoice and PO discrepancies and resolve issues within workflows
• Work closely with finance, procurement, and internal stakeholders
• Respond to supplier and internal queries
• Monitor open transactions and support month-end closing activities
• Identify gaps and suggest improvements across P2P processes

What we’re looking for:
• Experience in Procure-to-Pay or finance operations
• Strong understanding of PO workflows and accounting basics
• Comfortable handling high-volume transactions with accuracy
• Proficient in Excel and ERP systems (Workday is a plus)
• Strong communication and stakeholder management skills
• Detail-oriented, proactive, and able to work independently

Responsibilities

• Develop and manage relationships with clients and partners, gaining a strong understanding of their commercial goals and challenges.
• Provide guidance on marketing and engagement approaches across the customer lifecycle to drive sustainable growth.
• Interpret performance data to uncover trends, diagnose issues, and shape practical recommendations.
• Introduce and embed a range of technology-driven solutions, such as automation tools and advanced digital capabilities, to improve efficiency and user experience.
• Facilitate regular business reviews, sharing insights and forward-looking strategies with key decision-makers.
• Work in partnership with internal teams to coordinate and deliver cohesive solutions aligned to client needs.
• Oversee the implementation of agreed plans, ensuring quality delivery and positive client outcomes.

Requirements

• Background in digital marketing, consulting, account management, or similar client-facing roles.
• Comfortable working with data to support decision-making and strategy development.
• Demonstrated ability to build credibility with stakeholders and manage ongoing client relationships.
• Experience contributing to cross-team initiatives or projects.
• Strong communication skills, with the ability to convey ideas clearly to different audiences.
• Able to prioritise effectively and operate in a dynamic, fast-moving environment.