Project Manager - Wealth Management

Key Responsibilities:

- Lead end-to-end project management from planning and execution to implementation and closure.

- Manage projects across Wealth Management, Portfolio Management, Investment Management, and Banking.

- Define project scope, timelines, milestones, deliverables, resources, and budgets.

- Coordinate with Business, Technology, Operations, Risk, Compliance, Data, and Investment teams.

- Manage global stakeholders and provide regular project status, dashboards, and governance updates to senior management.

- Identify and manage risks, issues, dependencies, change requests, and escalations.

- Drive Agile/Scrum or Hybrid methodologies, including sprint planning, backlog management, UAT, and release management.

- Ensure projects are delivered within agreed scope, timelines, budget, quality, and SLA requirements.

- Support process improvement, automation, and digital transformation initiatives within banking and wealth management.

- Ensure adherence to banking controls, regulatory requirements, governance, and risk frameworks.

Required Skills:

- Project Management, Global Banking, Wealth Management, Portfolio Management, Investment Management, Stakeholder Management, Risk & Issue Management, Agile, Scrum, PMO, UAT, Change Management, Jira, Confluence, MS Project, PowerPoint, Advanced Excel.

Ideal Candidate:

- 8+ years of experience in Project/Program Management.

- Strong experience in Global Banking / Financial Services.

- Hands-on exposure to Portfolio and Wealth Management is preferred.

- Experience managing cross-functional projects and global stakeholders.

- Strong communication, leadership, analytical, and problem-solving skills.