Project Manager - International Wealth Management

Role Overview

We are seeking an experienced Project Manager to lead the delivery of key initiatives within the International Wealth Management (IWM) program. The successful candidate will combine strong programme/project management discipline with deep knowledge of investment products and the IWM operating model — coordinating business, technology, vendor, and control-function stakeholders to deliver complex change across multiple functions and locations.

Key Responsibilities

◼ Lead the end-to-end delivery of IWM program workstreams — developing detailed project plans, maintaining RAID logs, and managing scope, schedule, budget, and dependencies.

◼ Prioritize delivery based on business impact, regulatory requirements, and operational risk, ensuring alignment with the IWM target operating model.

◼ Coordinate across multiple teams — business, technology, vendors, and control functions — to drive execution and timely resolution of issues.

◼ Apply strong product knowledge to steer scope and design decisions across the investment product lifecycle (asset capture, order and lifecycle management, settlements, and client/regulatory reporting obligations).

◼ Establish and maintain project management standards, processes, and best practices to ensure efficient, consistent delivery.

◼ Proactively identify and manage risks and issues that may affect project health, escalating with clear mitigation strategies.

◼ Provide regular updates to IWM leadership, working groups, and steering committees on progress, delivery metrics, risks, dependencies, and mitigation status.

◼ Conduct post-implementation reviews to capture lessons learned and drive continuous improvement.

Skills, experience, qualifications and knowledge required:

◼ Previous experience working within Wealth Management (International/Private Banking preferred), Wholesale Banking, or Asset Management.

◼ Strong understanding of the International Wealth Management landscape, including client segments, advisory/discretionary models, and the front-to-back operating model.

◼ Strong knowledge of financial products (e.g., derivatives, structured products, funds) with hands-on exposure to the investment product lifecycle — from asset capture and order/lifecycle management through settlements and client/regulatory reporting.

◼ Exposure to Capital Markets, Managed Investments, and Private Assets product lifecycles.

◼ Proven experience managing transformation initiatives — creating project plans, maintaining RAID logs, and working across multiple functions in the firm.

◼ Strong experience engaging cross-functional domain SMEs, Business Management, and Control Functions (Legal, Risk, Compliance, Tax).

◼ Expertise in conceptual modelling — able to see the big picture, envision solution options, and provide concise, precise, managerial answers across a wide range of business topics.

◼ Ability to engage stakeholders at all levels of seniority and manage cross-functional projects

◼ Excellent communication skills, with the ability to present complex problems simply to drive quick, effective decisionmaking.

◼ Previous experience with Jira, Confluence, Power BI, or similar tools.

◼ Ability to work under limited supervision (a "self-starter") in unstructured environments

◼ Intellectual strength and flexibility to rapidly understand complex problems and rationalize them into deliverable solutions.

◼ High level of drive, commitment to outcomes, and ability to work under pressure

◼ Familiarity with different delivery methodologies (particularly Agile)

◼ Experience working with technology teams to deliver complex solutions across multiple business areas, functions, and locations.

Desirable

◼ Hands-on exposure to the Avaloq Core Platform

◼ Project Management Certification (e.g., PMP, PRINCE2)

◼ Familiarity articulating requirements in the form of Use Cases and User Stories