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.
Process Optimization:
Change Delivery:
Regulatory Reporting:
Stakeholder Collaboration:
Documentation & Communication
Key stakeholders
Other Responsibilities
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.
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.
Together we:
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
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