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Portfolio Management IT Service Owner
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Portfolio Management IT Service Owner


The Bank’s entire operations are managed by COO Division and are headed up by the Chief Operating Officer. It strives to provide both in-house and external clients with a first-rate service to ensure our business operates efficiently and at the best possible cost. The COO division comprises Operations, Finance, Information Management, Human Resources and Logistics. COO employees are committed to providing, with professionalism and enthusiasm, an efficient, proactive, high-quality service that meets the needs of clients within the context of the Bank’s overall strategy.


Responsible for the quality of the portfolio management service provided by the bank’s systems to its users and clients, encompassing platform ownership and team management.


Able to work on different priorities.

Main responsabilities


Definition of multi-year priorities around Portfolio Management (PB, Advisory, DPM, EAM) in collaboration with WM IT functional lead, IT senior management and business functions

Ownership of Portfolio Management System (PMS) technology roadmap


Client / management facing

Business facing role: communication on overall PMS platform health, incidents and issues, improvements, projects in-flight. Maintenance of up-to-date priorities.

Support of WM IT functional lead and IT senior management in daily activities


Vendor management

Interaction with suppliers and software vendors (e.g. Temenos)

Monitoring of incidents and service requests

Monitoring of costs (e.g. licensing)


Team duties

Management of IT PMS team (priorities, capacity), administration (financials, allocations, holidays etc.) and growth (skillset, succession planning etc.)

Validation of solutions and cost estimates from the team

Point of escalation for interaction with other departments e.g. IBM clusters

Oversight of L2 activity (part of global L2 for PB applications) and overnight support

Participation to incident committees, Architecture meeting and other forums


Platform ownership

Prioritization of the delivery backlog: projects and maintenance/run

Oversight of obsolescence, security, cyber

Incident and support monitoring and KPI




CAPEX/OPEX control


Core competencies

Experience and expertise in managing people, processes, and financials

Experience in designing, managing, and implementing technology roadmaps

Ability to work in a fast-paced and multi-location international context

Excellent leadership and communication skills

Ability to connect business and technology stakeholders

Analytical mindset, problem solver

Delivery and control oriented


Specific Competencies

Good understanding of Private Bank’s business processes and especially portfolio management (discretionary, advisory, execution only, external asset managers)

Experience with Portfolio Management systems; Temenos Wealth (Triple’A) is a plus




  • Education: Master Degree
  • Certification: Master in Computer Science and/or Engineering desirable


  • Years of experience: 7-10 : senior
  • Experience in private banking: Mandatory


  • English: Fluent
  • French: Fluent

Personal skills

  • Swiss resident: Optional

Demonstrated ability to coordinate cross-functional work teams toward task completion Demonstrated effective leadership, communication and analytical skills

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