ABOUT THE ROLE
The Private Wealth Management (PWM) team is dedicated to developing and managing relationships with high net worth individuals, families, family offices, and foundations. PWM assists clients in building and preserving their financial wealth by designing and implementing long-term asset allocation strategies tailored to each client’s risk tolerance, providing innovative investment ideas and opportunities. This team offers a comprehensive array of wealth management products and services, including private banking and trust services.
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This role is a key position within the COO Team, responsible for assisting the COO in implementing regulatory change, strategic initiatives, and operational efficiencies within the PWM business.
RESPONSIBILITIES
- Involvement in designing, scoping, and implementing key projects and initiatives to meet regulatory obligations and enhance the PWM business strategically.
- Collecting, analyzing, and presenting data to support decision-making for the COO and key stakeholders involved in projects.
- Collaborating and communicating effectively with key stakeholders to develop and implement PWM’s growth strategy and manage changes within the business.
- Representing the PWM business in project working groups.
- Identifying operational risks to the business within various projects.
- Developing the PWM platform to align with the business’s growth strategy.
- Building strong relationships with PWM Business, Legal, Compliance, Operations, Engineering, and other functional teams involved in these processes.
REQUIREMENTS
- 1-5 years of relevant experience in a comparable role, preferably including regulatory change, consulting, or wealth management in a client-facing capacity.
- Proficient in English.
- Strategic mindset with strong problem-solving and data analysis skills, capable of providing creative and innovative solutions.
- Proven experience in building and managing senior stakeholder relationships, with the ability to influence focus on key problems and outcomes.
- Demonstrated drive to execute, collaborate, learn from team members, and deliver high-quality output.
- Excellent communication and interpersonal skills, both written and oral; confident in interactions with senior stakeholders.
- Ability to manage multiple tasks and priorities effectively.
