Vice President, Wealth Advisory Platform Specialist, Consumer Banking Group
On-siteEast, Sichuan, People’s Republic of China
Job Summary
Develop and manage the Wealth Advisory Platform, ensuring it meets evolving needs of the Consumer Banking Group's wealth management business. Collaborate with cross-functional teams to design, implement, and optimize platform features, while overseeing integration with core systems like Avaloq for seamless data flow. Manage stakeholder relationships with business partners, IT teams, and end-users to gather requirements and drive enhancements. Implement platform management strategies including monitoring, maintenance, and continuous improvement. Leverage DPM business knowledge to align platform capabilities with wealth management objectives. Provide subject matter expertise and thought leadership on platform best practices. Requires minimum 8 years of experience in wealth management or platform management. Regular employee, full-time schedule.
Required Qualifications
- Minimum 8 years of experience in wealth management, platform management, or a related field
- Proven track record of successfully developing and managing wealth advisory platforms or similar financial technology solutions
- Proficient in platform management, including integration, maintenance, and continuous improvement
- Excellent stakeholder management skills, with the ability to collaborate effectively with cross-functional teams
- Strong understanding of the Avaloq system and its integration with wealth management platforms
- Demonstrated expertise in DPM business knowledge and its application in wealth advisory platform design and optimization
- Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions
- Excellent communication and presentation skills to effectively convey complex technical information to both technical and non-technical stakeholders
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