Tribe Lead, Content Led Wealth Management

Employer
Bank of Singapore
Location
Singapore, Singapore
Salary
Competitive
Posted
12 Jun 2022
Closes
12 Jul 2022
Ref
15392761
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people through our programs that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive, and the will to succeed, rise to the challenge today!
PMG Management Office ("PMO") is the Operating Centre of Excellence for Product Management Group across all offerings, all teams, and all locations. The team is responsible for strategic initiatives including building Content Led Wealth Management and Execution platforms as well as data analytics, product approvals and compliance with regulatory requirements.
Reporting to the Head of PMG PMO and BOS Global COO, The Tribe Lead ("TL") for Content Led Wealth Management is responsible for the delivery of our content in a timely manner to the right clients at the right time as well as the development of Advisory and Portfolio Management tools.
The TL is managing several squads and project teams and works with many stakeholders across the Bank to ensure we delight our clients with the best client experience. The key responsibilities will include:
  • Define strategic tribe vision for Content Led Wealth Management with customer experience/journey at the core of the design and priorities. The TL is responsible for maximizing the value of the product resulting from the work of the squads while maintaining the conceptual integrity of the features/ components.
  • Areas under responsibilities include content & advisory value proposition and distribution, portfolio management tools and systems such as TAP and Aladdin, client statement and client review pack
  • Be the leader engaging with management and key stakeholders
  • Pro-actively seek feedback from internal and external customers to anticipate and understand needs and trends. Look to optimise the experience of our clients our client' journeys.
  • Own the product roadmap & paper to ensure availability of product features (via the product backlog) that addresses customers' needs and continuous product improvements. Manage product backlog, backlog prioritisation meeting and QBR. Prioritise user stories / product features.
  • Track product adoption & engagement, responsible of ROI and delivery of Objectives Key Results
  • Agree with the technology partner on any squad formation matters such as hiring, mitigation plans. Engage cross-functional stakeholders and users to ensure the released developments meet the user needs (including User Experience) and supports the business objectives of strategic growth, revenue uplift, enhanced client experience, improved risk management and operational efficiency. Partner with external vendors (as required) to jointly deliver the aspirations of portfolio management within scope, timelines, and budget. Engage L&C for feature rollout & obtains regulatory approvals
Main Duties
Managing squad(s) and junior product owners, the content led wealth management tribe lead main responsibilities will be
  1. Front to back responsibility for content management distribution & publishing including product, research and recommendation list management updates, SMS/Email distribution, optimization of the Content Management System (Teamsite).
  2. Front to back responsibility for personalization of Advice and related analytics including client notification management, content tracking, Metadata management, development of content personalization engine
Front to back responsibility for Advisory and Portfolio Management engines including portfolio optimizer, TAP enhancements, Aladdin, cross border & suitability checks, performance computation capabilities, client review pack and all related analytics

Qualifications
Requirements
  • Experience in managing squad and driving changes with Agile methodology
  • Proven experience in leading transformational projects in asset management or portfolio management business within a private bank
  • Deep expertise in advisory and discretionary portfolio management businesses in wealth management.
  • Good understanding of performance computation methodology
  • Minimum of 15 years of technical expertise in financial products as advisor, portfolio manager or sales and marketing
  • Knowledge of Temenos Triple A and Aladdin would be preferable.
  • Able to thrive in a fast-paced environment and to adapt to complex demands in a diverse culture
  • A leader but also a driven self-starter who is delivery focused and possesses strong communication, influencing and presentation skills. W ell organized with a natural inclination for conceptual thinking, planning strategy and solutioning; able to multi-task and meet multiple deadlines.
  • Strong stakeholder management skills and good interpersonal skills, the candidate will demonstrate ability to work confidently and collaboratively with cross-functional stakeholders of varying seniority.

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