Senior Wealth Manager
2 weeks ago
We are seeking a seasoned Wealth Management professional to lead the successful implementation of our Digital Wealth platform.
- Key Responsibilities:
- Domain & Functional Expertise:
- Act as the primary domain expert for wealth management, private banking, and digital advisory.
- Interpret and validate business requirements across modules:
- 360° Customer Overview & Net Worth Analytics
- Investment & Cash Accounts
- Portfolio Management and Tracking
- Wealth Planning & Goal-Based Investing
- Self-Execution & Robo-Advisory Journeys
- Work closely with business, compliance, and product teams to define requirements.
- Liaise with technology and vendor partners to ensure domain needs are met.
- Ensure alignment with global and regional frameworks such as MiFID II, FATCA, CRS, AML, and KYC.
Requirements:
- 10+ years of experience in wealth management, private banking, or investment advisory.
- Strong understanding of:
- Investment products (equities, ETFs, structured products, robo portfolios)
- Portfolio performance metrics and reporting
- Risk profiling and goal-based investing
Preferred Qualifications:
- Experience working with Middle East or global private banking clients.
Skills:
- Strong stakeholder management and ability to influence senior business leaders.
- Excellent communication and documentation skills.
-
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