Project Manager

Howden Private Wealth • Full Time • Hong Kong, HK • 1d ago

About Us

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life, to private placement life insurance policies) for UHNW individuals globally.

We have licensed representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

Lead end-to-end delivery of the central CRM platform initiative, from current-state assessment to implementation and optimisation
Review existing systems, platforms, and data flows to identify gaps, redundancies, and integration opportunities
Define and drive the CRM roadmap, ensuring standardised data structures, workflows, and scalable architecture
Translate business requirements into functional and technical solutions within Microsoft Dynamics
Oversee system integration, working with Group IT and vendors to connect CRM with enterprise platforms
Drive data migration, cleansing, and governance to ensure high-quality, analytics-ready lifecycle data
Lead automation and workflow design to improve efficiency and enhance customer journey management
Manage project delivery (timeline, risks, testing, and stakeholder engagement), including hands-on involvement in solutioning and UAT

Job Requirements

Bachelor’s degree in Information Systems, Computer Science, Business or related field
Minimum 5 to 8 years of experience in project management, preferably in CRM transformation or system implementation projects
Strong hands-on experience with Microsoft Dynamics CRM, in configurations, workflows, integrations and testing
Strong understanding of data architecture, data governance, and lifecycle management in CRM environments
Experience in system integration (APIs, middleware, or similar) and working with technical teams/vendors
Strong problem-solving and solutioning skills, with the ability to bridge business and technical requirements
Familiarity with automation tools, reporting dashboards (e.g., Power BI), and analytics-driven decision frameworks is a plus
Ability to work cross-functionally and manage multiple priorities in a fast-paced environment

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