Customer Journey Expert - Universal Iii

23

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Private banking investment services knowledge
Investment tooling and reporting platforms
End-to-end customer journey design
** The Customer Journey Expert position at ING focuses on enhancing the Private Banking investment value proposition through effective tooling and client support. The role requires a strong understanding of investment services and excellent stakeholder management skills to design seamless client journeys while ensuring regulatory compliance. **

Job Summary

  • The role is responsible for shaping and evolving the end-to-end Private Banking investment value proposition with a focus on tools and digital enablement.
  • You will act as the business owner for investment tooling including portfolio reporting, risk views, and advisory support systems.
  • Success requires strong alignment between client expectations, banker needs, and underlying investment processes while ensuring regulatory compliance.

Matching Summary

Match Score: 75

** The Customer Journey Expert position at ING focuses on enhancing the Private Banking investment value proposition through effective tooling and client support. The role requires a strong understanding of investment services and excellent stakeholder management skills to design seamless client journeys while ensuring regulatory compliance. **

Skills & Requirements

Must-have

  • Private Banking investment services knowledge
  • Investment tooling and reporting platforms
  • End-to-end customer journey design
  • MiFID and regulatory compliance awareness
  • Agile squad-based delivery experience

Nice-to-have

  • Stakeholder management across multiple functions
  • ESG and sustainability disclosure expertise
  • Constructive challenge of technical designs
  • Data-driven continuous improvement mindset

Key Requirements

  • Strong understanding of Private Banking investment mandates
  • Experience with investment product portfolio construction
  • Knowledge of MiFID investor protection rules

Work Rights

Not specified

Tailored Resume

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