Scope of work may include:
Ø Gain understanding of Hong Kong and Singapore regulatory regimes and reporting requirements
Ø Gain understanding of PWM Clients, Products and Services and understand the data representing such areas and how data is captured
Ø Partner with Compliance, Operations, Finance, Risk and other lines of business to define requirements of regulatory reports and agree on report ownership and roles and responsibilities
Ø Act as maker/checker in preparing reports in templates defined by regulators
Ø Assess and implement changes to existing reports as the result of change in product or services, client data or regulatory requirements
Ø Set up governance and working group, responsible for mapping out project timeline and path to execution
Ø Lead wider regulatory reporting automation team to define user requirements, identify automation opportunities and conduct testing for automated solutions
Track project and ensure all projects are delivered on-time, within scope and within budget
Ø Manage and undertake end-to-end project tasks from feasibility study, requirement analysis/documentation, and UAT management (including UAT test script) to implementation support
Ø Evaluate project performance post implementation and resolve any production issues together with stakeholders
Ø Preparation of project communication materials including but not limited to status updates and steering committee presentations.
Ø Monitor all deliverables and dependencies.
Ø Responsible for communication to all stakeholders on status and timeline. Act as chair for working groups.
Ø Manage and reconcile conflicts on resource and expectations between stakeholders. Responsible for escalation when required.
Requirements