Sydney
Wealth Management
Contract or Temporary
Our client is a leading global Wealth Manager that provides highly personalised, best-in-class investment advice, execution services and wealth management to High Net Worth individuals/families and a range of legal entities.
The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and solutions along with their technology and functional groups to generate value and targeted business outcomes.
Ideal experience will be between 7 – 10 years’ in project management or product development, covering internal enterprise software solutions or client facing applications (desktop or mobile) gained from either Retail / Private Banking or Wealth Management
Responsibilities
- Facilitate the development of strategic and tactical solutions with business partners (e.g. Technology, Operations, and Legal) to achieve business objectives
- Manage the development of solutions for product area and align priorities and approach with the business objectives and desired outcome.
- Facilitate problem definition, establish project scope, and define business needs with stakeholders and various other functional groups.
Perform business analysis, user story preparation, determine workflow, and give recommendations on process enhancements and system upgrades.
- Develop adoption plans to leverage solutions from theor Asia team for AU
- Manage and undertake end-to-end project tasks from feasibility study, requirement analysis/documentation, and UAT management (including UAT test script) to implementation support.
- Evaluate project performance post implementation and resolve any production issues together with stakeholders.
- Project planning and management
- Responsible for mapping out project timeline and path to execution.
- Track project and ensure all projects are delivered on-time, within scope and within budget.
- Preparation of project communication materials including but not limited to status updates and steering committee presentations.
- Monitor all deliverables and dependencies.
- Responsible for communication to all stakeholders on status and timeline.
- Act as chair for working groups.
- Manage and reconcile conflicts on resource and expectations between stakeholders.
Responsible for escalation when required.
Requirements
- University degree with majoring in business, finance, IT or related disciplines.
- Between 7 – 10 years’ experience in project management or product development, covering internal enterprise software solutions or client facing applications (desktop or mobile).
- Experienced gained from either Retail / Private Banking or Wealth Management is a high advantage
- Self-motivated with a solution focused mindset and an ability to work well and deliver under pressure.
- Good interpersonal and leadership skills with the ability to build relationships, influence and manage stakeholders.
- Ability to communicate complex topics effectively at all levels of management and across different business functions.
- Experience in Agile development practice, Design Thinking or User Centered Design is a plus.
- Good communication and interpersonal skills
Required Skill Profession
Financial Specialists