PRODUCTS SPECIALIST I | DIGITAL INVESTMENTS SP
Core
Strategic liaison between Commercial (High Net Worth), Growth, Product, UX, and Tech to translate digital strategy into relevant customer journeys for high-net-worth clients.
Role type
Products Specialist I (Digital Investments)
Builds
Hybrid customer journey (digital + advisor) and integrated performance governance for wealth management.
Domain
Financial services / Wealth management / Digital investments
Deliverable
product features
Required skills
Customer journey strategy, cross-functional stakeholder alignment, data analysis, financial metrics monitoring, process governance
Preferred skills
C-Pro R and C-Pro I certifications, English for market analysis
Technologies
Excel, AI tools
Responsibilities
Orchestrate prioritization governance across Commercial, Growth, Product, UX, and Tech; Ensure governance of the hybrid customer journey (digital + advisor); Identify critical moments for advisor redirection; Maintain consolidated view of high-net-worth client metrics; Support data-driven decision-making; Evolve cross-functional rituals and processes.