Key Responsibilities
- Roadmap & Strategy: Maintain and prioritize the AI product backlog and roadmap across Private Wealth Management domains, aligning business objectives with risk frameworks and technology capacity .
- Business Analysis & Requirements: Deep dive into front-to-back wealth management workflows, advisor journeys, and operational pain points to design value-adding AI use cases .
- Agile Product Execution: Define epics, user stories, and acceptance criteria; manage sprint planning, UAT execution, and end-to-end delivery .
- Stakeholder Management & Adoption: Act as the primary bridge between business, compliance, operations, and engineering to push product adoption and change management .
- Tech Collaboration: Partner with technology and data teams on solution architecture, integration patterns, and data flow trade-offs without needing to hands-on code .
- Experience: 5 to 7 years of solid experience in Product Ownership, Business Analysis, or Digital Transformation within banking or financial services .
- Domain Knowledge: Direct exposure to Private Banking or Wealth Management (open to in house OR consulting)
- Product Competency: Practical experience managing product backlogs, writing crisp user stories, and driving Agile/Scrum projects (AI/ML or data analytics tool delivery exposure is a strong plus ).
- Business-First Mindset: Strong commercial acumen and business sense over deep technical coding skills; ability to translate complex business needs into practical product features .
- Soft Skills & Stakeholder Presence: Superior interpersonal, presentation, and communication skills to influence cross-functional teams and senior leaders effectively.
- Languages: Fluency in English and Chinese (Cantonese and/or Mandarin)
Job ID JN -102026-2010227
Morgan McKinley has been successfully connecting talented candidates with career opportunities for over 30 years. It’s in our DNA to Go Beyond – above...
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