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Associate Director, Suitability Process & Change Delivery, Private Bank
This role could be based in Hong Kong and Singapore. When you start the application process you will be presented with a drop down menu showing all countries, Please ensure that you select a country where the role is based.
Process & Change Delivery – Investment Suitability
As part of the Process & Change Delivery Team, this role focuses on suitability and the selling process including leading relevant change initiatives in the Private Banking business. Your role will focus on maintaining a strong client focus while achieving an efficient and effective process that aligns with business objectives. This role will work alongside the project leads to own and deliver the change management elements. This will include development of a change management strategy for the project, including communication and engagement plan, operational readiness planning and execution, and manages the impact of changes on Front Office and other stakeholders. Additionally, this role covers both HK and Singapore and one of your focuses is to align business processes across the two locations.
Process Optimization:
Serve as the Subject Matter Expert (SME) for designated wealth product and the suitability process, driving continuous improvement and optimization
Ensures systematic problem solving where options are evaluated and decisions align with the values.
Change Delivery:
Lead / support the launch and embedding of change projects that align with strategic objectives
Develop comprehensive change implementation plans to ensure smooth transition and minimal disruption
Engage stakeholder throughout the process to communicate changes effectively and gather feedback, ensuring all initiatives are executed on time and within scope
Ensure compliance with external regulatory requirements, internal control standards and group compliance policy in the locations
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