Global Private Bank (LatAm & GFG Segment), Senior Associate, Digital Team

About the Role

Key Responsibilities

• Serve as the primary advocate for the LatAm and GFG segments within the Digital Team.
• Understand the unique needs and challenges of clients and advisors in these segments and ensure they are represented in product development discussions.
• Assist in writing detailed product requirements to guide development efforts.
• Plan and execute pilot programs to test new products and features, gathering feedback and making necessary adjustments.
• Develop and implement strategies to drive the adoption of digital products and tools among clients and advisors.
• Increase awareness of digital solutions and enhancements through targeted communication and training initiatives.
• Work closely with the Global Digital Product Team to influence the product roadmap.
• Provide insights and feedback to ensure digital products are aligned with the needs of the LatAm and GFG segments.
• Build and maintain strong relationships with key stakeholders, including clients, advisors, and internal teams.
• Facilitate regular communication and feedback loops to ensure continuous improvement of digital offerings.
• Conduct market research and analysis to identify trends and opportunities within the LatAm and GFG segments.
• Utilize data-driven insights to inform product development and adoption strategies.

Requirements

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• Proven experience in a similar role within the financial services industry, preferably in private banking or wealth management.
• Strong understanding of the Latin American market and Global Family Group segment.
• Prior advisor experience is preferred but not required.
• Excellent communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams.
• Demonstrated ability to drive product adoption and increase awareness of digital solutions.
• Strong analytical and problem-solving skills, with a data-driven approach to decision-making.
• Proficiency in digital tools and platforms relevant to the financial services industry.

Nice to Have

• Master's degree in Business Administration (MBA) or a related field.
• Bilingual in English and Spanish or Portuguese.
• Experience working in a global or multicultural environment.