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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.
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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.
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Agile Product Execution: Define epics, user stories, and acceptance criteria; manage sprint planning, UAT execution, and end-to-end delivery.
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Stakeholder Management & Adoption: Act as the primary bridge between business, compliance, operations, and engineering to push product adoption and change management.
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Tech Collaboration: Partner with technology and data teams on solution architecture, integration patterns, and data flow trade-offs without needing to hands-on code.
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Experience: 5 to 7 years of solid experience in Product Ownership, Business Analysis, or Digital Transformation within banking or financial services.
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Domain Knowledge: Direct exposure to Private Banking or Wealth Management (open to in house OR consulting)
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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).
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Business-First Mindset: Strong commercial acumen and business sense over deep technical coding skills; ability to translate complex business needs into practical product features.
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Soft Skills & Stakeholder Presence: Superior interpersonal, presentation, and communication skills to influence cross-functional teams and senior leaders effectively.
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Languages: Fluency in English and Chinese (Cantonese and/or Mandarin)
