• Pacific Focus

Director, Wealth Operation Process Engineer, Asia


Process design:

  • Review the front to back processing to understand the business needs and documents the process maps.

  • Hold a series of sessions with process owners and stakeholders to analyse the need and strategy for business process re-engineering.

  • Identify specific problem area, solidify particular goals, and define business objectives.

  • Conceptualize the ideal business process for the organization and build a business process model.

Process control:

  • Automate the manual processes and to re-engineer the existing processes to increase efficiency and productivity.

  • Build and enhance operation controls to mitigate the operational risks and to enhance the customers’ experience.

  • Build and enhance automated reconciliation checks and controls.

Process operations:

  • Work IT, Compliance and other teams to optimise the operation output

  • Build management dash board and KPI for optimal output

Plan and execute UAT test plan for re-engineering initiatives

Be the subject matter expert and change agent to drive the re-engineering initiatives

Improve the ongoing process that aligns with business strategies


Business Knowledge

  • Good understanding of business processes (not a must but good to have mutual fund or pension operational experiences).

  • Appreciate local requirement but with a knack to standardize global operating models with best practices in mind.

  • Comfortable with process re-engineering and keep it simple whenever possible.

  • Able to relate to past experiences but work to think out-of-box in the current context.

Technical Skill

  • Good understanding of workflow system and business rules engine. Understand work distribution workflow engine.

  • Excellent data modeler.

  • Excellent office-tool user (Visio, PowerPoint, Excel, Word).

  • Technology savvy (e.g. understand Cloud technology, API, more on Application less on infrastructure) and understand the rationale of technology implementation challenges & efforts.

Soft Skill

  • Systematic and attention to details. Good business analysis skill with the ability to probe the right questions

  • Effective communicator with business users and stake-stakeholders

  • Good planning and project management skill (though the job does not require the person to take on a project manager role).

  • Good presentation skill and a good sense of artistic details will be helpful.