IT Business Partner – Wealth Management
Summary
Acts as the primary liaison between Hong Leong Bank's Technology division and its Wealth Management business unit, translating wealth business goals into technology roadmaps and overseeing delivery of investment platforms, portfolio management systems, and advisory tools. Requires 10+ years of FSI technology leadership with a wealth management focus.
About the role
The IT Business Partner – Wealth Management acts as the primary liaison between the Technology and the Wealth Management Business Unit at Hong Leong Bank Berhad. This role functions as a dedicated account manager responsible for aligning technology strategy with wealth business objectives, driving digital wealth innovation, and ensuring the delivery of technology solutions (such as investment platforms, portfolio management systems, and advisory tools) that enable business growth and enhance the affluent customer experience.
Key responsibilities
Serve as the main point of contact and trusted technology advisor for the Wealth Management division
Translate wealth management business objectives (such as driving AUM growth, digital wealth adoption, and personalized advisory) into actionable, business-specific technology roadmaps
Partner with Enterprise Architecture to ensure wealth solutions align with bank standards, and oversee technology capacity planning to meet current and future wealth business demand
Collaborate with HR on resource planning, career mobility, and talent development for the technology team supporting the wealth management business
About you
Bachelor's degree in Information Technology, Business Administration, Finance, or a related field
10+ years of technology leadership experience within the Financial Services Industry (FSI), with a strong, specific focus on Wealth Management Technology or Investment Banking platforms
Strong understanding of Wealth Management products (e.g., unit trusts, bonds, equities, structured products, bancassurance), wealth operations, and relevant regulatory requirements and compliance standards (e.g., BNM, Securities Commission)
Experience managing large-scale wealth technology projects (e.g., core wealth system migrations, digital trading platforms, robo-advisory rollouts), budgets, vendors, and contract negotiations
Solid grasp of technology governance, data security, and risk management frameworks, particularly concerning sensitive high-net-worth client data
Ability to effectively translate complex wealth business needs into technical solutions and communicate technical concepts to non-technical wealth advisors and business stakeholders
Familiarity with Agile methodologies and DevOps practices to drive faster time-to-market for digital wealth initiatives