senior private client advisor

City National Bank of Florida

<p>Overview:</p><p> <strong>About the Role</strong> </p><p> Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a <strong>Private Banking Officer</strong>, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. </p><p> <strong>What You'll Do:</strong> </p><ul><li> <strong>Build Relationships:</strong> Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. </li><li> <strong>Drive Results:</strong> Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. </li><li> <strong>Deliver Solutions:</strong> Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. </li><li> <strong>Provide Exceptional Service:</strong> Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. </li><li> <strong>Collaborate:</strong> Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. </li><li> <strong>Manage Risk:</strong> Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. </li><li> <strong>Engage in the Community:</strong> Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. </li></ul>Qualifications:<ul><li><p> <strong>What We're Looking For</strong> </p><ul><li> <strong>Experience:</strong> 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. </li><li> <strong>Skills:</strong> Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. </li><li> <strong>Education:</strong> Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. </li><li> <strong>Client Focus:</strong> Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. </li><li> <strong>Knowledge:</strong> Strong understanding of financial products, credit policies, and the private banking market. </li></ul><p> <strong>Why Join Us?</strong> </p><ul><li> Be part of a team that values innovation, collaboration, and client success. </li><li> Enjoy opportunities for professional growth and development. </li><li> Make a meaningful impact by helping high-net-worth clients achieve their financial goals. </li></ul></li></ul>Education:<ul><li> Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. </li></ul>Special information to candidates:<ul><li> Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. </li><li> Please view Equal Employment Opportunity Posters here . </li><li> The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) </li><li> Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at . </li></ul>

Private Banking Officer Senior - Legal/Law firm Group

Printemps Doha

<div>
 <p>
  A Junior Client Advisor is responsible for providing our customers with exceptional service by meeting their individual needs and expectations, as well as serving as a Printemps ambassador. Passion for sales and with strong commercial mindset is essential.
 </p>
 <p>
  <br/>
 </p>
 <p>
  More than a Sales associate but as a true personal &lsquo;advisor&rsquo;- someone who has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with a global clientele. The Junior Client Advisor and is responsible for managing activities intended to achieve sales objectives, namely: promoting product attributes to the client, developing and enhancing their skills to increase sales results, and participating in the promotion of a positive work/store environment.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Junior Client Advisor drive a company's product and/or service sales by actively seeking out prospects and pursuing sales opportunities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Act as a role model demonstrating sales leadership to the team, fostering cross-selling and client repurchase.
  </li>
  <li>
   Ensure business opportunities are maximized through efficient sales floor management, being a visible presence and support, ensuring Printemps standards are achieved.
  </li>
  <li>
   Cultivate a culture of excellent customer service. Resolve customer complaints effectively and promptly or escalate to Management.
  </li>
  <li>
   Maximize sales &amp; customer satisfaction.
  </li>
  <li>
   To review customer complaints / suggestions and propose improvements in customer service standards
  </li>
  <li>
   Support Store supply chain team, ensure store Inventory by controlling receiving, display, sales, turnover, back to vendors, &hellip;
  </li>
  <li>
   Ensure that all merchandising activities in the store reflect the needs of the trading period in line with the Printemps Marketing Calendar.
  </li>
  <li>
   Formulates pricing policies by reviewing merchandising activities; determining additional needed sales promotion; authorizing clearance sales; studying trends.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   At least 3 years of experience in the luxury retail industry or similar industry.
  </li>
  <li>
   Arabic nationality required.
  </li>
  <li>
   Excellent people skills, ability to motivate and teach leaders to succeed.
  </li>
  <li>
   Experience drafting manuals and setting operational standards.
  </li>
  <li>
   Ability to work with leaders to maintain consistency across all stores.
  </li>
  <li>
   Analytical, reporting skills and business, commercial awareness.
  </li>
  <li>
   Inter-personal communication skills.
  </li>
  <li>
   Stock and Inventory management.
  </li>
 </ul>
 <p>
 </p>
</div>


Jr Client Advisor

United States Citigroup

<p>Citigold Private Client (CPC) and Citigold (CG) are key segments within Citi's Wealth franchise. In the UAE, these segments serve a growing client base of over 40,000 banking and wealth clients, and more than 180,000 cards and unsecured lending clients. We offer comprehensive wealth management solutions, from traditional banking and lending services to sophisticated managed investments and capital market access, delivered through both offshore and onshore platforms. Our client-centric approach combines personalized, high-touch service from dedicated bankers and product specialists with cutting-edge digital capabilities.</p> <p>As Head of CPC and CG for the UAE, you will lead and drive the growth of these key segments in a dynamic and competitive market. Reporting to the Head of Asia South Wealth and serving as a key member of the Asia South Wealth Management Team, you will be responsible for the overall profitability and performance of the CPC and CG segments in the UAE. This includes:</p> <p>   Strategic Leadership: Overseeing the execution of the Asia South Wealth strategic plan within the UAE, collaborating with regional and global teams to ensure alignment and drive growth.  </p> <p>   Business Performance: Full accountability for delivering on business plans, including leading the front-office teams (client advisors and client servicing), growing Net New Investment Assets and revenues, managing expenses, and delivering on key performance indicators.</p> <p>   Client Focus: Championing a client-centric culture and ensuring the delivery of best-in-class solutions and services that meet the evolving needs of our CPC and CG clients. Driving innovation and leveraging digital capabilities to elevate the client experience. Engaging clients at events or in meetings to deepen and build their relationship with Citi Wealth.</p> <p>   Collaboration and Partnerships: Building and maintaining strong partnerships with key stakeholders across Citi, including Products, Wealth Continuum, Business Performance Office, Digital Growth, Wealth COO Office (including Data &amp; Analytics), Wealth Ops, Technology, Finance, Human Resources, Marketing, Legal, and Compliance.</p> <p>   Risk and Control Management: Maintain strong relationships with regulatory bodies, ensure compliance with all applicable laws, regulations and internal policies.  Foster a robust risk and control environment. Proactively identifying, assessing, and mitigating risks across all business activities.  Protect and enhance Citi's brand and reputation.</p> <p>   Leadership and Development: Engaging, building and managing a high-performing wealth management team, fostering a culture of collaboration, excellence, and client focus.  Leading, mentoring, and coaching senior managers, fostering a strong culture of compliance, ethical conduct, and proactive risk management. Ensuring the team has the necessary resources and skill sets to succeed.</p> <p>Responsibilities:<br>P&amp;L and Balance Sheet Responsibility:<br>   Drive asset and liabilities growth actions to strengthen and meet all balance sheet targets with respect to self-funding ratio, LCR, and other metrics.<br>   Drive sustainable business growth, growing Net New Investment Assets, growing revenues and profitability, offering differentiated customer value propositions and implementing an integrated digital and manned distribution platform which provides world class efficiency, experience and service quality to our customers.</p> <p>Strategy:<br>   Articulate and execute a compelling vision and business strategy to drive sustainable growth for the CPC and CG segment across UAE, ensuring cluster and global alignment of objectives, in co-operation with key stakeholders.<br>   Communicate the vision of the future to motivate and engage all levels of staff and give them a clear understanding of where their work fits into the big picture.<br>   Drive the strategic priorities and vision for CPC and CG in UAE.<br>   Drive Wealth Advisor and Client Digital/Mobile strategies for CPC and CG segments.<br>   Drive the planning and execution of the CPC and CG Technology Book of Work in UAE.</p> <p>Customer Franchise Growth<br></p><p>   Always ensure audit readiness and strong controls and secure successful internal and external audit results.</p> <p>People Management:<br>   Manage the organization with the right structure and right people to deliver business results.<br>   Recruit, retain and develop talent across all key leadership positions, with a strong mix of local and international high potential future leaders.<br>   Execute the Client Advisor growth plans, delivering the agreed front line capacity to service CPC and CG clients as well as the growth targets.<br>   Strategically develop talent with on-the-job training, stretch assignments, formal leadership programs and other actions.<br>   Be a coach and mentor and develop managerial skills of direct reports into high quality managers.<br>   Take ownership of the managed team and ensure Citi people management practices are implemented to ensure an excellent employee experience across the employee life cycle.<br>   Support the Wealth career path strategies, which includes driving the Wealth Talent Continuum actions, Training &amp; Development activities and the execution of the Total Rewards firm s strategy.</p> <p>Qualifications <br>   Proven track record as a senior leader in key aspects of business management (strategy, sales, people leadership, financial performance, risk &amp; controls).<br>   15+ years of relevant strategic and operational work experience.<br>   Proven track record in leading transformation and change, and ability to materially change business trajectory.<br>   Extensive knowledge of consumer bank and wealth management products, services, and markets and understanding of the competitive landscape for the Affluent and High Net Worth Segments in the country.<br></p>

Head of Citigold Private Client

Standard Chartered Bank

<div><div><div><div><div><div><div><div><p>Job ID: 43570
 </p><p>Location: Dubai, AE
 </p><p>Area of interest: Retail Banking
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 5 Nov 2025
</p></div>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
</div><div><p>
The CSM is required to deliver consistent and high-quality service to Private Banking clients including facilitating a smooth working relationship of Front Office teams.</p></div></div><div></div><div><div><div><b><br>
Key Responsibilities</b></div>
</div><div><ul><li>Business Controls: To comply with all applicable money laundering prevention procedures and highlight suspicious activities/behaviour of clients and staff.</li>
<li>Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.</li>
<li>Provide comprehensive client support services to Team Leaders and Relationship Manager in executing a broad range of banking and investment transactions for Private Banking clients. &middot;
</li><li>Provide concise and relevant information flow and execute all client transactional and administrative needs accurately and on a timely basis (information flow and client requests might include but not be limited to exchange rate requests, referral letters).
</li><li>Handle and resolve day-to-day queries from clients, internal stakeholders on transactional activity, operations, systems, account re-balancing processes.</li>
<li>Support on the completion of sales documentation and related processes and input such information together with deal information into data capture and / or transaction processing systems.
</li><li>Assist with preparing Business Credit Application, financial review documentation and other customer correspondence as and when required.
</li></ul></div></div><div><div><div><b>Qualifications</b></div>
</div><div><div><b>
Knowledge / Skills / Experience Required:</b></div>
<ul>
<li>Private Banking experience, preferably in a Client Service role</li>
<li>Solid knowledge of banking practices and associated regulatory requirements</li>
<li>Strong verbal and written communication skills - Mandarin speaking required</li>
<li>Willingness to speak/correspond to clients on a daily basis</li>
<li>Works well within a team of RMs and Client Service Officers</li>
<li>Eagerness to help others within the Client Service team</li>
<li>Ability to work with support functions such as Compliance, Client onboarding Team, Business Risk Management and Operations and focus on working as one bank rather than individual unit</li></ul></div></div><div></div><div><div><div><b><br>
About Standard Chartered</b></div>
</div><div><div>
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.</div>
<div>Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.</div>
<div>Together we:</div>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
</div><div><div><b>
In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</div>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Senior Client Service Manager, Private Bank (Mandarin speaking)

Road and Transport, RTA Dubai

<br>Location: UAE<br>Location: Dubai<br>Industry: Finance<br>Function: Strategy/Planning<br>Gender: Any<br>Candidate Nationality: UAE Only<br>Job Type: Full-time<br> <br>What You ll Do<br> <br>* Develop business plans for PPP projects in collaboration with project managers.<br>* Review project reports, identify challenges, and propose effective solutions.<br>* Manage day-to-day PPP project operations, ensuring alignment with RTA policies and procedures.<br>* Coordinate with internal and external stakeholders to ensure project requirements are met.<br>* Monitor team performance, support members, and accelerate project implementation within timelines.<br>* Analyze risks associated with partnership projects and recommend fair distribution between public and private sectors.<br>* Serve as the primary point of contact for PPP projects, providing status updates to stakeholders.<br>* Review and track documents submitted to the Board of Directors, ensuring timely follow-up on instructions.<br>* Work closely with departmental leadership to carry out operational and strategic tasks.<br>* Monitor project performance, address challenges, and prepare periodic reports.<br>* Archive and update correspondence daily to maintain accurate project documentation.<br>* Review policies and processes to identify risks or gaps in PPP implementation.<br>* Define and monitor KPIs for departmental operations to ensure objectives are achieved.<br> <br>Ideal Profile<br> <br>* Bachelor s degree from a recognized university; Master s degree preferred but not required.<br>* At least 10 years of experience in public-private partnerships, investments, or related fields.<br>* Strong knowledge of PPP frameworks, policies, and risk-sharing models.<br>* Excellent communication and negotiation skills with proven stakeholder management experience.<br>* Ability to manage large-scale projects and coordinate with multiple authorities.<br>* Strong analytical, reporting, and problem-solving skills.<br><br>

Public Private Partnership Advisor

Prada Group

<div>
 Job description:
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 <br/>
 <p>
  Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation. The Group, a world leader in the luxury sector, operates in more than 45 countries with the PRADA, Miu Miu, Church&rsquo;s and Car Shoe brands, and has employees of over 100 nationalities.
 </p>
 <p>
  <strong>
   JOB PURPOSE
  </strong>
 </p>
 <p>
  To be the &ldquo;ambassador&rdquo; who convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships and developing their Brand loyalty.
 </p>
 <p>
  <strong>
   RESPONSIBILITIES
  </strong>
 </p>
 <ul>
  <li>
   Place the Customer at the center, creating a welcoming environment and striving to&nbsp; meet their every need and request, providing them with an excellence service in accordance to the &ldquo;client journey ceremony&rdquo;.
  </li>
  <li>
   Capture Customer data into the Company CRM with the purpose of connecting to the client, maintaining and developing the relationships to offer a personalized approach and develop future opportunities.
  </li>
  <li>
   Embrace and promote the Omni Channel mindset.
  </li>
  <li>
   Work as a team player and partner with fellow colleagues, foster open and&nbsp;constructive&nbsp;communication,&nbsp;to ensure a consistent exceptional experience and contribute to a&nbsp;positive&nbsp;working&nbsp;environment, embracing Diversity and inclusion values.
  </li>
  <li>
   Welcome and serve the customer providing an excellent in-store experience at all times.
  </li>
  <li>
   Be proactively engaged in cross selling with all Departments and maximizes sales opportunity in order to achieve individual sales target and KPIs.
  </li>
  <li>
   Ensure to be up-to-date knowing fashion trends and competitors.
  </li>
  <li>
   Prove Brand and product knowledge.
  </li>
  <li>
   Deal effectively with customer complaints by liaising with the line manager when necessary.
  </li>
  <li>
   Ensure and maintain the shop floor and visual display high standard, complying with Company operational guidelines and stock procedures.
  </li>
  <li>
   Contribute to ensure a high level of security and is attentive to prevent product thefts.
  </li>
 </ul>
 <p>
  <strong>
   KNOWLEDGE AND SKILLS
  </strong>
 </p>
 <p>
  Passion for selling and stores
 </p>
 <p>
  Curiosity and interest in luxury/fashion, art and design
 </p>
 <p>
  Experience of building a long-lasting relationship with clients
 </p>
 <p>
  Being able to work in team as well as alone
 </p>
 <p>
  Excellent communication and interpersonal skills
 </p>
 <p>
  Ambition, resilience, self motivation, result driven and problem solving
 </p>
 <p>
  Passion and knowledge of the managed product category
 </p>
 <p>
  Fluent spoken Arabic and English
 </p>
 <p>
  &nbsp;
 </p>
 <p>
  &nbsp;
 </p>
 <p>
  &nbsp;
 </p>
 <p>
  Joining our Company means working in a creative and international environment, with teams of people motivated by curiosity and the quest for excellence. The engine of our success is the importance and value that we place on the talent and passion of our people leading to their own professional growth.
  <br/>
  Prada Group promotes an inclusive work environment, ensuring equal opportunities for all candidates, regardless of gender, ethnicity, sexual orientation, disability, or other personal characteristics. We believe that diversity is a value and we are committed to build a fair and respectful workplace for all.
 </p>
</div>


PRADA Client Advisor

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
J.P. Morgan Asset and Wealth Management &ndash; IPB Digital &amp; Data Transformation &ndash;Alternative Investments Advisor &amp; Client Experience Product Manager, Vice President, London</p><p><b>
About Asset and Wealth Management</b></p><p>
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $3.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset &amp; Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking<b>.</b></p><p>
J.P. Morgan Asset &amp; Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.</p><p>
J.P. Morgan Private Bank advises the world&rsquo;s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
</p><p>Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We&rsquo;re thrilled to be consistently named by both <i>Euromoney </i>and <i>Global Finance Magazine</i> as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record.</p><p><b>
Our team</b></p><p>
As part of the International Private Bank (IPB) Digital &amp; Data Transformation (DDT) organization, the IPB Digital Advisor &amp; Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It&rsquo;s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.</p><p><b>
Job description</b></p><p>
As part of the IPB Digital Advisor &amp; Client Solutions Product team, the <b>IPB Digital Alternative Investments Advisor &amp; Client Solutions Product Manager,</b> is responsible for leading efforts to re-imagine the Alternative Investments digital experience, empowering our advisors with an easy to navigate, intuitive to use digital toolkit and ensuring an integrated end-to-end journey from Advisors to Clients. A key focus will also be to integrate the various components across the Alternatives Investments toolkit, including pre &amp; post marketing journey, content discovery &amp; education, subscriptions/trade management, portfolio reporting &amp; performance analysis and driving this experience across Advisor &amp; Client platforms. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the <i>digital product strategy and align priorities to ensure successful execution</i>.</p><p>
As a Product Manager, you will determine the digital life cycle of clients investing through our Active Advisory offering and that of our advisors who support these clients. You will define the product vision, goals and objectives, requirements, and prioritize delivery of digital tools in order to maximize the business value of the initiative.
</p><p>You will partner closely with Regional Investment Heads, Solutions Product Development, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.</p><p>
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
</p><p></p><p><b>Core Responsibilities</b></p><ul>
<li><b>Understand client and advisor needs</b>. Invests in a deep understanding of the business opportunity, advisor &amp; client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor &amp; client needs, and to inform feature definition so that it is relevant and useful.</li>
<li><b>Defines strategy, operating model, and roadmap to achieve vision and business goals</b>. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
</li><li><b>Leads the product development lifecycle</b> by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.</li>
<li><b>Establish approach to pilot/rollout new capabilities</b>, including objective/scope, communication, training/support, and feedback/metrics.
</li><li><b>Embody true &ldquo;customer-obsession&rdquo;</b> in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.</li>
<li><b>Develop and maintain deep relationships with delivery partners</b> including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region</li></ul><p>
</p><p><b>Qualifications</b></p><ul>
<li>5+ years of experience in financial services, preferably with experience in wealth management, alternative investments, asset management, digital banking, or a closely related business leading strategic or transformational change.</li>
<li>Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market</li>
<li>Ability to prioritize projects, say &lsquo;no&rsquo; when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.</li>
<li>Proven ability to execute via successful internal partnerships with other organizations.
</li><li>Influence peers with diverse points of view and build consensus.</li>
<li>Excellent leadership skills &ndash; of product, programs, projects, and teams.
</li><li>Structured thinker, effective communicator with excellent written communication skills.
</li><li>Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.</li>
<li>Highly self-motivated and ability to remain calm under intense pressure.</li>
<li>Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
</li></ul><p></p><b>ABOUT US</b><br>
<br>
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.<br>
<div>
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.<br>
</div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
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J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

IPB Digital & Data Transformation –Alternative Investments Advisor & Client Experience - Product Manager - Vice President

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