Project Manager - Private Banking Transformation

Project Manager - Private Banking Transformation (7-12 years)

Confidential Bank / Wealth Management Firm

We are looking for an experienced Project Manager to lead delivery of private banking transformation programs focused on high-touch client lifecycle, advisory enablement, and platform integration across bespoke wealth services.

Key Responsibilities:

- End-to-end delivery of transformation programs across client lifecycle (onboarding, KYC, advisory, portfolio management, execution, servicing, reporting)

- Drive program roadmap aligning business priorities, platform transformation, and regulatory requirements

- Manage platform-led transformation - CRM, core banking, OMS, portfolio management, data platforms

- Engage with private bankers, investment advisors, compliance, and tech leadership

- Drive outcomes: improved client experience, banker productivity, reduced manual effort

- Ensure alignment with KYC, AML, suitability, conduct risk, auditability

- Vendor/platform selection, governance, KPI tracking, change management

Required Skills:

- Strong private banking transformation experience

- Deep understanding of discretionary/non-discretionary advisory models

- Exposure to Avaloq, Temenos Wealth Suite, Salesforce FSC, Invest Cloud, Envestnet or similar

- Strong stakeholder & cross-functional delivery management

Ideal Candidate:

- Experience with HNW/UHNW clients in leading private banks

- Delivery ownership + transformation mindset

- Comfortable in multi-platform environments