Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an experienced professional to join our team.
In this role, you will:
• Ensure the end to end financial planning model is fully comply with internal and external compliance standard.
• Be familiar with asset allocation and advisory. Experience in investment strategy/ portfolion construction is a plus.
• Be responsible and accountable for driving and delivering effective and innovative client proposition activities that aligns with business priorities and demonstrates core strength and capabilities of the business.
• Support to drive customer centric propositions leveraging data analytics, market research, competitors analysis for business insights to achieve best outcomes to our customers, to our business and to our brand.
• Ensure workflow and operational processes are effectively executed with relevant approvals obtained and available resources are applied efficiently.
• Ensure our client propositions capabilities and outputs (including communications) match to the standard of international industry leaders.