This role will be responsible for leading and supporting operational initiatives and transformation projects within Wealth Management. This includes optimizing end-to-end processes, driving digital and regulatory change, ensuring operational efficiency, and delivering strategic projects in alignment with business goals

Qualification

• Bachelor’s degree in Business, Finance, or a related field

• 10+ years’ experience in Wealth Management Operations or Project/Change Management

• Strong understanding of investment products, client lifecycle, and regulatory requirements

• Proven experience managing cross-functional projects

• Excellent communication, stakeholder management, and problem-solving skills

Responsibility:

• Lead and support transformation initiatives across Wealth Operations (investments, client onboarding, account servicing, etc.

• Identify opportunities for process improvement, automation, and digitization

• Manage end-to-end delivery of operational projects, ensuring timelines, budget, and quality standards are met

• Collaborate with internal stakeholders (e.g., Compliance, Technology, Product, Front Office) to define requirements and implement solutions

• Support regulatory change projects (e.g., FATCA, CRS, MiFID, AML/KYC updates)

• Prepare project documentation including business cases, impact assessments, and project plans

• Track KPIs and ensure successful implementation and adoption of changes

• Ensure risk, control, and compliance frameworks are adhered to across operations