About this role
The Opportunity • This is an exciting opportunity to work for one of the leading banks • 12months contract • It is an opportunity for a Regional Wealth Management Project Manager (Up to 7.5k | Bank) 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 wealth management, banking/ wealth management operations or client servicing support and project/program 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 • Must be ok dealing with data (extraction, manual entry etc) and working on operational type of work on a daily basis. Next Steps • Drop your resume and contact us to follow-up, or send your resume to amos.tan@adecco.com • Email Topic: Apply Regional Wealth Management Project Manager • Only shortlisted candidates will be contacted Amos Tan Jun Han EA Licence Number: 91C2918 Personnel Registration Number: R23113385
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