Role Purpose (MCF Summary)

The Intelligent Process Automation Specialist is responsible for leading and delivering automation and AI-enabled initiatives that improve operational efficiency, strengthen control environments, and enhance ease of doing business within Private Banking. The role acts as a key interface between business stakeholders and technology teams, ensuring automation solutions are delivered in line with governance, risk, and regulatory standards.

Key Accountabilities & Responsibilities (MCF-Aligned)

Business & Delivery Accountability

• Lead end-to-end Intelligent Process Automation initiatives, including RPA, workflow, chatbot, AI, and cognitive automation solutions.

• Identify, shape, and prioritise automation opportunities aligned with business strategy and operational excellence objectives.

• Own the automation pipeline, translating business use cases into clear, structured requirements and supporting solution design and delivery.

• Ensure solutions are fit-for-purpose, scalable, and deliver measurable efficiency and control benefits.

Governance, Risk & Control

• Ensure all automation initiatives comply with internal governance standards, control frameworks, and applicable regulatory requirements.

• Identify, manage, and escalate project risks, dependencies, and issues in a timely and transparent manner.

• Support operational oversight of live automations, including incident management, issue resolution, and user communications.

• Contribute to strong documentation standards (as-is / to-be processes, requirements, controls, and audit trail).

Stakeholder & Change Management

• Act as the primary business representative and liaison between business stakeholders and technical delivery teams.

• Manage senior and working-level stakeholders across functions, ensuring alignment on scope, priorities, and outcomes.

• Coordinate UAT, business readiness, and change management activities to ensure smooth adoption and transition to production.

• Provide structured updates, reports, and presentations to management and governance forums.

Leadership & Culture

• Demonstrate strong ownership, accountability, and proactive problem-solving.

• Foster a culture of innovation, continuous improvement, and responsible use of AI and automation technologies.

• Act as a collaborative team player, contributing to cross-functional alignment and shared outcomes.

Regulatory Responsibilities & Conduct Expectations

The role holder is expected to:

• Act with honesty, integrity, and professionalism at all times.

• Exercise due care, skill, and diligence in the delivery of automation initiatives.

• Manage conflicts of interest appropriately and treat stakeholders and customers fairly.

• Maintain ongoing competence through continuous learning, particularly in AI and automation trends.

• Ensure effective risk management and compliance with applicable laws, regulations, and internal policies.

Key Risks Managed by the Role

• Operational risk arising from poorly designed or inadequately governed automations

• Change and adoption risk impacting business continuity

• Data, control, and compliance risks associated with AI and automation solutions

• Delivery and dependency risks across multi-stakeholder initiatives

Decision-Making Authority

• Prioritisation and shaping of automation use cases within agreed governance frameworks

• Escalation of risks, issues, and control concerns to appropriate forums

• Recommendations on solution design, delivery approach, and adoption strategy