
Qualifications
- Minimum 8 years of experience in wealth management and private banking
- MBA (Finance) or CFA or FRM strongly preferred.
- Through understanding of Wealth management value chain and good understanding of core processes such as investment advisory & management and WM product landscape (including Equities, Fixed Income, Funds, Structured Products and Alternatives).
- Quantitative and Statistical skills including experience with risk modelling, risk analytics, scenario analysis, Monte Carlo simulation, stress testing and client preference-based portfolio optimization.
- Experience in Risk Analytics, including VaR, Factor Risk models, Scenario Analysis.
- Worked with traders and portfolio managers for Risk Analytics, Scenario analysis and Portfolio optimization.
- Experience in Structured Products and Alternatives Risk modelling and Analytics.
- Understanding of Risk Based Advisory.
- Strong expertise in digital products and services in Wealth Management especially around Digital Advisory.
- 5+ years' experience with agile delivery approaches (e.g. Scrum, SAFe), ideally working experience as a business analyst or similar role.
- Experience in client personalization, digital analytics and recommendation systems.
- Broad technology knowledge and comfort level, and history of successful matrix management while representing the wealth advisory business.
Requirements
- 5+ years in Digital & technology implementations, preferably in a large wealth management organization, handling complex implementations.
- Experience in managing teams across a global organization with senior stakeholders in various locations.
- Experience with dealing with emerging technologies, proofs of concepts, driving pilots, and product evaluations utilizing innovative client engagement technology.
- Desired - Agile Product owner training/certification
- 5+ years Product Delivery, Product Management or Product Owner Experience.
- Proven experience in Scrum or similar Agile development methodology.
- Be a self-starter that thrives in the face of challenge, clearing obstacles with a resourceful and creative approach to problem-solving.
- Understanding the Customer Experience design and user experience principle
- Expertise in external vendor and product management
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