OnePlatform Wealth Management Limited

Manager, Platform Operational Process and Control

OnePlatform Wealth Management Limited
Posted on 12-Apr-21

Manager, Platform Operational Process and Control

OnePlatform Wealth Management Limited

Job Highlights

  • Sound knowledge of financial industry’s practice
  • Oversee and lead the operational process & control
  • Provide advice on changes of procedures

Job Description

Due to our business expansion, we are looking for high calibre candidates to share our vision and venture our success.

This role will report to the Head of Service & Operations Department (SOD).  The key roles are effectively managing the Operations team and leading the establishment of a framework for monitoring and mitigating the operational risks of OnePlatform.


  • Oversee and lead the operational process & control functions by formulating and implementing sound operational procedures, manuals and systems (reference to Banking set up) with consideration of striking a balance among efficiency, flexibility, control and customer experience, which align with the business objectives of OnePlatform
  • Drive the development and updating of proper procedures for OnePlatform with adequate controls to ensure compliance with the latest group policies and regulatory requirements.
  • Identify the potential impact and provide advice on changes of procedures which are required to cope with the business evolvement
  • Drive the development of management information reports to effectively monitor and minimize the business risks
  • Ensure operational risks of new products / services are adequately addressed with proper controls put in place
  • Drive the strategic process re-engineering projects/initiatives to strengthen the effectiveness (in terms of productivity, operation costs and user experience) and control of the operations
  • Work with relevant parties to develop and maintain business continuity plan
  • Provide guidance and coaching to subordinates to ensure that they are competent to perform the jobs
  • Support the budgeting, corporate/department projects


  • University degree in Risk Management, Governance, Business Administration, Finance, Economics or related discipline
  • Minimum 8 years’ experience in financial industry’s operational process design and development including 5 years in management level
  • Diverse experience in governance, risk and compliance function with a variety of skills related to managing change, projects/operations and people is desirable
  • Sound knowledge of financial industry’s practices, procedures, systems, risks control as well as regulatory requirements and competitors’ developments is an advantage
  • Strong interpersonal skills, ability to communicate and manage stakeholders at different organizational levels including senior management
  • Ability to lead a diverse team with strong personal drive for business excellence demanding high quality results
  • Confident and able to challenge people in their area of expertise and extract key messages from complex data
  • Ability to review various processes and advise on control deficiencies, efficiency and effectiveness improvements
  • Ability to understand and adapt to a changing and growing organization and be able to identify potential risk and mitigate the risk
  • Excellent people management, interpersonal and communication skills
  • Proficiency in Microsoft Excel, Word and Power Point
  • Excellent command of written and spoken English and Chinese (including Putonghua)
We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detailed resume with availability, current and expected salaries to Human Resources Department, OnePlatform Wealth Management Limited, Trust Tower, 68 Johnston Road, Wan Chai, Hong Kong or by clicking the Apply Now button and upload your CV and cover letter.

(All applications will be treated in strict confidence and used for recruitment purpose within OnePlatform Wealth Management Limited only. All applicants are kept on file 6 months from the date of the application.)

Additional Information

Years of Experience
10 years
Job Type
Full Time, Permanent

Company Overview

OnePlatform Wealth Management Limited(Former GET Mdream Wealth Management Ltd) is a licensed insurance broker company with Hong Kong Insurance Authority Licence No. FB1452 and a registered MPF Intermediary of Mandatory Provident Fund Schemes Authority with the MPF Registration No. IC000579. We provide comprehensive financial planning and wealth management services to institutional and individual customers.

Additional Company Information

Financial Services
Benefits & Others
Life insurance, Medical insurance, Performance bonus, Five-day work week