Opportunity Description
Job Summary COO – Investment Suitability & Wealth Investment Sales Process As part of the Chief Operating Office (COO) Team, the Suitability Framework Specialist will focus on the suitability framework and order taking on wealth investments, including providing advisory support to front office teams and leading relevant change initiatives within the Private Banking business. The role is designed to maintain a strong client focus while achieving efficient and effective processes that align with business objectives. This position will work closely with different stakeholders to support suitability and selling process. Key Responsibilities Process Optimization: Serve as the Subject Matter Expert (SME) for designated wealth product and the suitability process, providing advisory support to front office on suitability assessments and selling processes and driving continuous improvement and optimization Ensures systematic problem solving where options are evaluated and decisions align with t...
Ready to Apply?
Submit your application for Associate Director, COO Suitability, PVB HK SG at standard chartered singapore
Apply for this Position