Carrière Offres d'emploi
Poste :
WM Change Manager / Product Manager
Bureau :
Date d'entrée :
Temps de travail :
Domaine :
WM_Business Risk & Monitoring

WM Change Manager / Product Manager


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.


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).


Integrate and translate the WM and Bank strategic vision in the CLM and CDM Change Management subjects.

Main responsibilities

  • Support and accompany the WM division during project delivery, ensuring that requirements, needs and deliverables are aligned with strategic objectives of the WM division.
  • Adopt a change-oriented approach aligned with the Business Development, Risk and Controls strategy, and propose solutions to enhance the effectiveness, quality and efficiency of processes
  • Become the CLM (Appway) Product Manager, representing WM at the Product Board, leading the requirements definition for features having WM impacts; ensure WM representatives from UBP branches and subsidiaries are involved in the product evolution, follow-up product KPI and propose product evolution roadmap to the Product Steering
  • Contribute during business requirements & functional specifications workshops
  • Identify and plan the Change Management activities (trainings, user guides maintenance or creation)
  • Lead and/or participate to WM presentation sessions and collect feedbacks
  •  Participate to User Acceptance Test sessions as WM representative
  • Prepare communication channels and materials for new features deployments (including operating manuals)
  • Track & follow-up activities assigned to WM in project mode
  • Any other task required by Management relating to the Mission of the employee


  • Education: Master Degree
  • Technical skills: Data extraction and transformation (nice to have, not mandatory): SQL language, Aqua Data Studio,


  • 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


  • English: Fluent
  • French: Fluent

Personal skills

  • Swiss resident: Mandatory

  • 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

    Retour à la liste Postulez en ligne

  • Charte de confidentialité relative au traitement des données personnelles transmises par les candidats(es)

    Le présent système de recrutement en ligne de l’Union Bancaire Privée, UBP SA, (« Portail e- Recruitment »), est exploité par notre siège de Genève conformément aux exigences du droit suisse, notamment en matière de protection des données et aux principes énoncés ci-dessous. Il permet à toutes personnes (le/la « Candidat/e »), à l’exclusion des conseillers d’agences de placement de personnel et des chasseurs de têtes, de transmettre toutes candidatures afférentes aux postes vacants mentionnés sur le Portail e-Recruitment et/ou de faire parvenir à l’UBP toutes offres spontanées.

    Découvrir UBP

    Valeurs et culture d’entreprise

    L’engagement des collaborateurs de l’UBP témoigne d’une culture d’entreprise unique, inspirée par son fondateur, qui a su imprégner la Banque des valeurs de la famille...

    Corporate 03.11.2023

    Third UBP Next Gen Academy a success

    The UBP Next Generation Academy – which recently took place again, four years after the previous edition, partly in Paris and partly in Geneva – brought together an eclectic and multicultural group of young people with a lot to share and a keen interest in learning from the course and from each other.


    Sign up to receive UBP’s latest news & investment insights directly in your inbox

    Click and enter your email address to subscribe