锦鲤求职岗位描述
Translate Private Banking and Wealth strategy into prioritised roadmaps, delivery plans, business outcomes and benefits. Lead end-to-end delivery from mobilisation and design through implementation, transition, adoption and post-implementation review. Deliver improvements across wealth-centric client journeys, including onboarding, servicing, financial planning, investment solutions, portfolio management, reporting, lending and cross-border banking where relevant. Connect digital channels, relationship managers, investment specialists and service teams to create seamless client and colleague experiences. Support delivery of wealth propositions including investment solutions, alternatives, sustainable investing, insurance, banking services and financing where applicable. Manage scope, requirements, milestones, resources, budget, risks, issues, dependencies, decisions and delivery quality. Improve platforms, processes, data, reporting, analytics, automation and responsible AI use cases to support insight, personalisation, productivity and scalability. Significant transformation delivery experience in Private Banking, Wealth Management, Capital Market and Trading, Investment, Trust or another regulated financial-services environment(At least 10 years experience in financial industry). Highly experienced in people management(Managed teams of 15+ people on average in previous roles). Strong understanding of affluent, High-Net-Worth and Ultra-High-Net-Worth client needs, relationship-led distribution, investment and wealth propositions, financial planning and international or cross-border considerations. Experience delivering client-journey, operating-model, digital, data, platform, operational or regulatory change across multiple functions or markets. Proven ability to manage delivery plans, benefits, budgets, risks, dependencies, governance and senior stakeholder reporting. Strong influencing, problem-solving, decision-making and communication skills, including the ability to lead without direct authority.