The Opportunity

• This is an exciting opportunity to work for one of the leading banks
• It is an opportunity for a Wealth Management, AVP (PM) to join the team and play a pivotal role in shaping the team's strategy towards Global Wealth Management anchored in Wealth Continuum, Wealth Connectivity and Operating Model transformation
• You are required to support global wealth initiatives through cross-segment, cross-market coordination, analysis and reporting throughout the customer journey.

The Job

• Regional Orchestration of Wealth Continuum & Wealth Connectivity Agenda: Facilitate alignment across segments and markets by ensuring common understanding of initiative objectives, customer journeys, operating requirements, and dependencies
• Execution of Wealth Continuum & Wealth Connectivity Initiatives: Partner with regional and in-market stakeholders to support the end to end launch readiness of cross-segment and cross-market initiatives, including coordination across segments and markets aligned to ensure timely and consistent execution
• Real-time client level dashboards, control tower & MIS reporting: Solutionise and deliver real-time client dashboards from leads to accounts opened including interim steps across segments and markets; partner with Regional Wealth Data Chapter and Regional Finance teams to translate dashboards into monthly control towers and MIS for senior management consumption
• Traction & Gap analysis: Work closely with various regional and in-market stakeholders including frontline across segments and markets to monitor status of clients. Analyse and highlight key points for process improvement
• Work flow work bench: Partner with Regional Platforms to define requirements to automate and deliver work flow work bench that is fit for purpose across segments and markets
• Ad-hoc analysis: Support additional ad-hoc analysis from key stakeholders

The Talent

• Minimally 3-5 years of experience in banking/wealth management operations and project management
• Experienced in executing strategies and initiatives in wealth management
• High attention to detail and proven accuracy in large volume of data reporting
• Ability to generate insights beyond showcasing upward and downward trends
• Strong collaborative skills and proven ability to work with significant number of regional and in-market stakeholders
• Strong working knowledge of Microsoft: SharePoint, Excel and PowerPoint
• Able to follow structured SOPs, maintain data discipline, and manage multiple requests in parallel
• Strong controls mindset in terms of data privacy, governance and need-to-know principles

Next Steps

• Drop your resume and contact us to follow-up, or send your resume to [email protected]
• Email Topic: Apply Wealth Management, AVP (Bank | Up to $7.5k | PM)
• Only shortlisted candidates will be contacted

SarahNg Mei Wern

EALicence Number: 91C2918

PersonnelRegistration Number:  R1983856