Facilitate the development of strategic and tactical solutions with business partners, e.g., Sales, Trading Desks, Technology, Business Management, Operations, Risk, Compliance, and Legal, to achieve business objectives.
Design solutions to help sales and trading desks optimize their daily tasks and adopt new regulations.
Streamline pre-trade activities; Improve the selling processes and practices.
Gather, clarify, and elaborate requirements with business stakeholders and other functional groups.
Perform business analyses, conduct business feasibility studies, prepare user stories, outline acceptance criteria, and refine backlog.
Facilitate UAT activities and conduct testing.
Plan and manage projects.
Assist in defining the project scopes, process flows, deliveries, and timelines.
Track deliveries and their timelines; Get stakeholders updated.
Eliminate dependencies and blockers.
Help measure the success of project deliveries.
Collaborate with product owners to align the product roadmap with the requirement roadmap.
Requirements
University degree, majoring in business, finance, IT, or related disciplines
Between 3 - 8 years of experience in project management or product development, covering trading platforms, trade settlement platforms, OR client statement/position reporting
Good Understanding of structured products and their trading is an advantage.
Good Understanding of trade lifecycle, e.g., order placement, execution, booking and settlement.
Basic understanding of private banking and products we offer to clients.
Self-motivated and solution focused
Ability to facilitate discussions of complex topics effectively across business functions
Ability to build key relationships, navigate complex resources, and adjust timeline
Experience in Agile development practice will be an advantage.
Good command of Chinese, incl. Mandarin, will be an advantage.
Good-to-have: Basic understanding of selling processes, order taking, OR suitability framework