Senior Wealth Manager (Digital Wealth Platform)
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Key skills for this role
About the Role
Role Summary: Are you passionate about combining wealth management expertise with digital innovation? Our client is seeking an experienced Wealth Manager with a strong WealthTech and platform implementation background to help shape and launch a next-generation digital wealth platform.
Key Skills for This Role
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Role Summary
Are you passionate about combining wealth management expertise with digital innovation?
Our client is seeking an experienced Wealth Manager with a strong WealthTech and platform implementation background to help shape and launch a next-generation digital wealth platform.
This is a unique opportunity to work at the intersection of private banking, investment products, and technology, partnering closely with product, engineering, and business stakeholders to deliver a seamless client experience.
Chinese language capability is highly valued for collaboration with regional development teams.
We welcome applications from professionals across Greater China, Singapore, Hong Kong, Malaysia, and the Middle East.
Why join our client?
- Opportunity to build a next-generation digital wealth platform from the ground up.
- Work alongside senior leaders within a fast-growing digital bank
- Exposure to innovative wealth solutions and digital assets
- Relocation opportunity to Dubai, UAE.
Key Responsibilities
- Incumbent reports to Head of Wealth Management, to lead the end-to-end implementation of a digital wealth platform, including requirements gathering, vendor evaluation, integration, UAT, and launch.
- Design digital client journeys covering onboarding, KYC/AML, risk profiling, portfolio construction, execution, and reporting.
- Partner with Product and Engineering teams to build API integrations with core banking systems and market data providers.
- Configure investment offerings including: Mutual Funds, Bonds, Structured Products, Discretionary Portfolios and Digital Asset Allocations
- Establish straight-through processing (STP) capabilities for execution, settlement, and reconciliation.
- Work closely with development teams on sprint planning, feature prioritisation, and quality assurance.
- Support advisory workflows, regulatory reporting, and ongoing platform enhancements.
- The ideal candidate should be/have:
- 8 to 10 years of experience in Wealth Management, Private Banking, WealthTech, or Digital Transformation.
- Proven track record in implementing or building digital wealth or robo-advisory platforms.
- Strong understanding of investment products and portfolio management workflows.
- Comfortable working with APIs, user stories, and cross-functional technology teams.
- Excellent stakeholder management and project coordination skills.
- **Mandarin Chinese proficiency is highly advantageous**
- to facilitate collaboration with regional engineering teams.
- Knowledge of financial regulatory requirements within wealth and investment management.
- **Willing to work and based in Dubai**
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