Customer Journey Expert - Universal Iii

224

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Private banking investment services knowledge
Investment tooling and reporting platforms
Mifid and investor protection rules
** The Customer Journey Expert position at 224 focuses on enhancing the Private Banking investment value proposition through effective tooling, client journeys, and stakeholder collaboration. The role demands a deep understanding of investment services, strong analytical skills, and the ability to ensure compliance with regulatory requirements while delivering a premium client experience. **

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 tools.
  • The position requires ensuring all journeys and tools comply with MiFID, ESG disclosure requirements, and operational risk controls.

Matching Summary

Match Score: 75

** The Customer Journey Expert position at 224 focuses on enhancing the Private Banking investment value proposition through effective tooling, client journeys, and stakeholder collaboration. The role demands a deep understanding of investment services, strong analytical skills, and the ability to ensure compliance with regulatory requirements while delivering a premium client experience. **

Skills & Requirements

Must-have

  • Private Banking investment services knowledge
  • Investment tooling and reporting platforms
  • MiFID and investor protection rules
  • Agile squad-based delivery models
  • ESG and sustainability disclosure requirements

Nice-to-have

  • Strong analytical and conceptual thinking
  • Customer-centric and value-driven mindset
  • Ability to challenge constructively
  • Experience with external tooling partners

Key Requirements

  • Strong understanding of Private Banking investment services
  • Solid knowledge of investment products and portfolio construction
  • Experience working with investment tooling or data platforms

Work Rights

Not specified

Tailored Resume

Cover Letter