Private Wealth Management (PWM) Ops Change The Bank (CTB) Team: Business Analyst/Project Manager, Ops Specialist
PWM Asia Operations Change The Bank is an operations-based project management and business analysis team that works with Operations, Technology, Branch Administration and the Business to deliver tactical and strategic technology and process changes in support of the Private Wealth Management business in Asia and Australia. The general focus for CTB is Operations; however the scope of the team's work covers the full trade lifecycle across Sales, Trading, Risk Management, Operations, Legal, Compliance, Tax and Finance divisions; project priorities include retiring ageing platforms, fuelling business growth, delivering efficiency solutions and meeting the demands of regulatory changes.
Overview of the Role: This role will be responsible for managing and executing projects for PWM Asia Operations, including detailed business analysis; it will offer the candidate opportunities to lead and direct components of the PWM Operations change agenda in partnership with the Business Unit and other key stakeholder groups. The candidate must have proven working experience in a global banking operations environment with project management and solid business analysis skills and should be adept at forming and leveraging effective networks with project partners and across the Firm. Knowledge of the wealth management sector and products is an advantage.
Duties and Responsibilities:
Manage and direct projects and initiatives for PWM Operations and in support of the PWM Business Unit, tracking progress throughout the project life-cycle, escalating issues and ensuring effective delivery to time and budget
Lead the appropriate governance and working group forums to facilitate project progress and ensure all components remain on track
Conduct detailed business analysis and problem solving in support of projects to maintain progress and guide others
Participate and represent PWM Ops CTB in governance forums to ensure project statuses and PWM Operations issues are clearly articulated
Manage stakeholder communication throughout the project life-cycle to ensure all invested parties are apprised of progress and issues are resolved in a timely manner
Ensure maintenance of all supporting documentation with comprehensive trace-ability and audit materials including plans, issues logs, requirements documents, test plans and scripts and implementation strategies
Work closely with Technology partners to design, develop and implement technology platforms to deliver solutions to meet business requirements
Skills Required: The candidate must have 5+ years of business analysis and project or programme management experience who have worked in a banking operations team. He/she must have ability to develop strong relationships with various teams across the firm and excellent communications skills to achieve desired results. Project experience in wealth management business and/or Operations is an advantage.
Functional: strong project management and business analysis skills are required: he/she must be able to plan and execute projects, prioritise and successfully execute and ensure that the solution meets the needs of the PWM business. An understanding of the wider context is necessary to ensure that appropriate solutions are generated which consider protection of the Firm's franchise in the future. These skills should be coupled with a creative, flexible and pragmatic approach to problem solving. A track record of project delivery and prior experience of stakeholder management is required.
Business knowledge: A good understanding of banking operations and financial products across asset classes is required, with a preference for prior knowledge of the Wealth Management business.
Internal Number: 6566126
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