Veröffentlicht: 10 Februar 2024
Genf
100%
Festanstellung
WM Change Manager / Product Manager
Description
Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients's specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.
Mission
Conduct Change Management activities on strategic projects with WM division stakeholders, with a particular focus in the area of Client Life Cycle Management (CLM) and Client Data Management (CDM).
Challenges
Integrate and translate the WM and Bank strategic vision in the CLM and CDM Change Management subjects.
Main responsibilities
Education
Education:
Master Degree
Technical skills:
Data extraction and transformation (nice to have, not mandatory): SQL language, Aqua Data Studio,
Experience
Years of experience:
3-7 : intermediate
Experience required:
Previous project management / business analysis / project stakeholdership in a CLM/CDM project in a Swiss private banking environment.
5 to 10 years in of Project Management or stakeholdership in a banking environment, with exposure to CLM and CDM programmes/projects.
Experience in private banking:
Mandatory
Language
English:
Fluent
French:
Fluent
Personal skills
Ability to embrace a strategic vision and translate it in pragmatic and feasible solutions
Strong analytical, naturally well-organized, and curious mindset with excellent research skills
Assertive, open, and constructive communication, both written and verbal
An open, flexible, and confident team-player who can quickly adapt to new challenges
Self-disciplined, goal-oriented, having a "Problem-Action-Results" approach
Swiss resident:
Mandatory