Platform Manager, Private Banking
Core
Plan and drive project delivery to support sales business development and front-line operations in private banking.
Role type
Platform Manager
Builds
Operational reports, dashboards, and records for management review
Domain
Private Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Project management, compliance monitoring, process improvement, analytical abilities, problem-solving, operational reporting
Preferred skills
Banking operations experience, private banking experience, wealth management experience, PowerPoint proficiency
Technologies
PowerPoint