Position Description The role is responsible for supporting the day-to-day operations, data governance, reporting, and process enhancement initiatives across the Wealth Management product platform. The successful candidate will work closely with Product, Front Office, Operations, and Technology teams to ensure efficient product management, accurate reporting, regulatory compliance, and continuous process improvement. Key Areas of Responsibilities Oversee daily operations and maintain the product database for all wealth management offerings, including bonds, funds, structured products, and wealth planning services, ensuring accurate classification and data integrity across systems. Prepare product transaction data and management reports, including sales and business performance analysis, to support decision-making and business growth. Maintain accurate records for all wealth planning products and referral business activities, and monitor the utilization of services provided by other business lines. Identify operational inefficiencies, process bottlenecks, and control gaps, and recommend process enhancements or automation solutions to improve efficiency and accuracy. Partner with technology team and relevant stakeholders to implement system enhancements, optimize workflows, and improve operational controls and data quality. Manage invoicing and revenue recognition processes for wealth management products and services, including reconciliations and reporting support. Act as a key liaison between business, operations, technology, and other stakeholders to resolve product-related issues and support cross-functional initiatives. Prepare daily trade reports and support regulatory reporting, file and submissions, ensuring compliance with internal policies and regulatory requirements. Participate in ad hoc projects, business initiatives, and assignments as required. Requirements Degree holder with 3-8 years of relevant experience in Wealth Management Product Operations, Product Control, Business Management, or Operations within banking, securities, wealth management, private banking, or asset management. Solid understanding of wealth management products, including bonds, funds, structured products, and wealth planning solutions. Strong analytical and reporting skills, with experience in product data management, transaction reporting, reconciliation, and process improvement. Proficient in Microsoft Office applications, especially Excel and PowerPoint; knowledge of VBA, SAS, SQL, Power BI, or other automation tools is an advantage. Strong problem-solving, stakeholder management, communication, and interpersonal skills, with high attention to detail and accuracy. Ability to work independently, manage multiple priorities, and deliver quality results in a fast-paced environment. Proactive, service-oriented, and collaborative team player with a strong sense of ownership and accountability. Excellent written and spoken English and Chinese, with fluency in Cantonese, Mandarin, and English. Candidates with less experience may be considered for a junior position. Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest. CITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.

Associate, Product Operations, Wealth Management.

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