Global Private Bank (LatAm & GFG Segment), Senior Associate, Digital Team

Job Summary:

The Global Private Bank is seeking a dynamic and experienced Senior Associate to join our Digital Team.

This role will focus on representing and advocating for our Latin American (LatAm) and Global Family Group (GFG) segment.

The successful candidate will collaborate closely with our Global Digital Product Team to understand and develop the product roadmap, ensuring that our digital solutions are tailored to meet the unique needs of our clients and advisors within these segments.

Additionally, the Senior Associate will drive the adoption of digital products and tools by increasing awareness and promoting solutions and enhancements.

The role also involves writing requirements and running pilots as needed to ensure successful product implementation and adoption.

Key Responsibilities:


* Advocacy and Representation:
+ Serve as the primary advocate for the LatAm and GFG segments within the Digital Team.
+ Understand the unique needs and challenges of clients and advisors in these segments and ensure they are represented in product development discussions.


* Requirements and Pilots:
+ Assist in writing detailed product requirements to guide development efforts.
+ Plan and execute pilot programs to test new products and features, gathering feedback and making necessary adjustments.


* Product Adoption and Awareness:
+ Develop and implement strategies to drive the adoption of digital products and tools among clients and advisors.
+ Increase awareness of digital solutions and enhancements through targeted communication and training initiatives.


* Collaboration and Influence:
+ Work closely with the Global Digital Product Team to influence the product roadmap.
+ Provide insights and feedback to ensure digital products are aligned with the needs of the LatAm and GFG segments.


* Stakeholder Engagement:
+ Build and maintain strong relationships with key stakeholders, including clients, advisors, and internal teams.
+ Facilitate regular communication and feedback loops to ensure continuous improvement of digital offerings.


* Market Research and Analysis:
+ Conduct market research and analysis to identify trends and opportunities within the LatAm and GFG segments.
+ Utilize data-driven insights to inform product development and adoption strategies.

Qualifications:


* Bachelor's degree in Business, Marketing, Finance, or a related field.


* Proven experience in a similar role within the financial services industry, preferably in private banking or wealth management.


* Strong understanding of the Latin American market and Global Family Group segment.


* Prior advisor experience is preferred but not required


* Excellent communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams.


* Demonstrated ability to drive product ...