WM Change Manager / Product Manager
Description
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.
Mission
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).
Challenges
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
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Education:
Master Degree
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Technical skills:
Data extraction and transformation (nice to have, not mandatory): SQL language, Aqua Data Studio,
Experience
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Years of experience:
3-7 : intermediate
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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.
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Experience in private banking:
Mandatory
Language
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English:
Fluent
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French:
Fluent
Personal skills
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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
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