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Sales Tech Product Owner - Private Wealth


6 September 2023

Hong Kong

Our client, a leading global private wealth management firm, is looking for a Product Owner to lead their Sales Technology solutions product management. The selected candidate will be leading the next-generation Sales Process, CRM, Customer related solutions in the region.


  • Work with business partners mainly Private Bankers, Sales, and Customer Services to design and develop technology solutions that maximize the client experience and operations efficiency.

  • Define and establish project scope and business requirements with the stakeholders. Perform business analysis, user story, and define the workflow. Provide recommendations on process enhancements and systems upgrades.

  • Manage end-to-end project business analysis including feasibility study, requirement analysis, UAT, and implementation support.

  • Provide high-level technology solutions design with concepts, features, and workflow.

  • Lead the project with end-to-end management from initiation to final implementation. Manage a matrixed project team and secure project resources.

  • Build a strong relationship with senior business leaders and decision-makers. Formulate projects which can assist the achieving the business objectives.

  • Provide direction, consultancy, and support to business and project teams.

  • Manage projects on schedule, budget, scope, quality, risks, issues, team, resource management, etc.

  • Manage and reconcile conflicts on resources and expectations between stakeholders, and act as an escalation point when required.


  • University graduate with a Master's or Bachelor's Degree preferably in Business, Finance, IT, or other related disciplines

  • Proven experience in technology product management particularly in the Sales / CRM space, ideally with Private Wealth Management, Retail / Private Banking, or Insurance.

  • Prior knowledge in the CRM systems, Sales Technology, and Sales Process Systems would be a great plus.

  • Proven experience in managing and delivering projects across cross-functional and geographical spaces.

  • Proven experience in people management, demonstrating strong leadership capabilities across different geographies and cultures.

  • Strong interpersonal skills with different senior stakeholders.

  • Strong strategic vision and leadership.

  • Excellent communication and interpersonal skills.

  • Fluency in verbal and written English communications is essential.

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