Managing front-office advisory and service transformation across Wealth Management and Private Banking segments
Designing omnichannel customer journeys and experience design improvements across the client portal, onboarding, Relationship Manager tools, and assisted-service channels
Managing operating model design and implementation across wealth and Private Banking, including workflow & process redesign, automation & AI opportunities, delivery governance.
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Leading front-office advisory and service transformation across Wealth Management and Private Banking segments
Designing omnichannel customer journeys and experience design improvements across the client portal, onboarding, Relationship Manager tools, and assisted-service channels
Leading operating model design and implementation across wealth and private banking, including workflow & process redesign, automation & AI opportunities, delivery governance.
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Requirements gathering; configuring of Workday solution, demonstrating the configurations through the development of prototype systems, and assist the client in testing
Work with the client to help convert legacy data into Workday
Assist the integration consulting team in helping to configure and test integrations
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Deliver world class / proactive customer service to internal and external stakeholders while adhering to company policies and procedures.
Responsibility over Vendor invoice entry and processing, accurate from tax and cost perspective according to local country regulations.
Support PTP processes to ensure operational success (i.e. vendor creation is timely, invoices match PO's correctly, invoices route to the appropriate coders for non-PO invoices, etc.);
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Ensure stable, efficient and high‑quality execution of end‑to‑end P2P activities across the region (purchase requisition handling, purchase order creation, goods receipt coordination, invoice processing, payment execution and travel & expense management).
Ensure consistent execution of regional P2P activities in line with global standards and operational frameworks.
Translate P2P process requirements, Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) into clear operational targets and objectives for the regional P2P process leads.
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