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Financial Services Leader
2 weeks ago
We're seeking a seasoned professional to lead our digital wealth journey initiatives. If you're passionate about delivering exceptional client experiences and driving business growth, we'd love to hear from you.
About the RoleThis is an exciting opportunity to oversee the development of end-to-end digital wealth journeys across onboarding, goal planning, investment execution, advisory, and reporting. You'll be responsible for ensuring seamless experiences across mobile, web, and RM-assisted channels, benchmarking against industry leaders, and delivering strategic projects to enhance client journeys.
Key Responsibilities:- Develop and implement digital wealth journey roadmaps to drive business growth and customer satisfaction.
- Collaborate with cross-functional teams to design and deliver client-centric experiences.
- Benchmark industry-leading standards and best practices in digital wealth management.
- Lead strategic projects to enhance client journeys and ensure best-in-class customer experience.
- At least 10-12 years of relevant experience in a financial institution managing wealth and insurance products.
- Possess a strong analytical mindset, problem-solving skills, and expertise in product management, financial planning, and communication.
- Demonstrate behaviors consistent with our company values.
- Familiarity with sales and service techniques, industry and sector knowledge, and excellent interpersonal skills.
- Presentation, data management, and product analysis knowledge are essential.
- Able to plan and organize effectively, with strong presentation and data analysis skills.
We offer a dynamic work environment that fosters continuous professional development, flexible working arrangements, and opportunities to grow within a diverse and inclusive workplace.
