{"id":2030482,"url":"https://alion.io/job/citic-clsa-associate-product-operations-wealth-management","title":"Associate, Product Operations, Wealth Management","company":{"id":2026960,"name":"CITIC CLSA","domain":"clsa.com","url":"https://alion.io/company/clsa-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":91,"open_postings":232,"ghost_share":0.073,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":121,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Product","role_family":"Product","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hong Kong"],"countries":["HK"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":36000,"max_usd":103000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":724},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Power BI","optional":false},{"name":"SAS","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-10-07T14:11:52Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-27T04:23:11Z","board_verified":true,"closed_at":null,"days_open":20,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":19},"description":"Position Description\nThe 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.\nKey Areas of Responsibilities\nOversee 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.\nPrepare product transaction data and management reports, including sales and business performance analysis, to support decision-making and business growth.\nMaintain accurate records for all wealth planning products and referral business activities, and monitor the utilization of services provided by other business lines.\nIdentify operational inefficiencies, process bottlenecks, and control gaps, and recommend process enhancements or automation solutions to improve efficiency and accuracy.\nPartner with technology team and relevant stakeholders to implement system enhancements, optimize workflows, and improve operational controls and data quality.\nManage invoicing and revenue recognition processes for wealth management products and services, including reconciliations and reporting support.\nAct as a key liaison between business, operations, technology, and other stakeholders to resolve product-related issues and support cross-functional initiatives.\nPrepare daily trade reports and support regulatory reporting, file and submissions, ensuring compliance with internal policies and regulatory requirements.\nParticipate in ad hoc projects, business initiatives, and assignments as required.\nRequirements\nDegree 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.\nSolid understanding of wealth management products, including bonds, funds, structured products, and wealth planning solutions.\nStrong analytical and reporting skills, with experience in product data management, transaction reporting, reconciliation, and process improvement.\nProficient in Microsoft Office applications, especially Excel and PowerPoint; knowledge of VBA, SAS, SQL, Power BI, or other automation tools is an advantage.\nStrong problem-solving, stakeholder management, communication, and interpersonal skills, with high attention to detail and accuracy.\nAbility to work independently, manage multiple priorities, and deliver quality results in a fast-paced environment.\nProactive, service-oriented, and collaborative team player with a strong sense of ownership and accountability.\nExcellent written and spoken English and Chinese, with fluency in Cantonese, Mandarin, and English.\nCandidates with less experience may be considered for a junior position.\nStay informed on CITIC CLSA Job Opportunities\nNot the right fit? 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