Business Management - Investment Suitability
Credit Suisse
Mumbai, Mumbai, India
1d ago

Your field of responsibility

Join us as part of the Credit Suisse Private Banking business in APAC. You will have opportunities to interact and coordinate with various levels of management within the Bank.

The focus will be on managing and developing the Investment Suitability framework in line with evolving market practice and regulatory requirements.

Responsibilities will include responding to BAU queries, training Front Office staff, defining and delivering a best-in-class suitability framework.

Please note, you will be responsible for parts of the framework across APAC (HK, Singapore, Japan, Australia, India). Key aspects of the role include interacting with stakeholders (platform, IT, compliance, legal, and others), presenting at governance forums, business analysis and design, and change management.

Your future colleagues

Join a highly motivated team where we foster a culture of open feedback, transparency and collaboration for continued excellence.

This is an excellent platform for personal and professional development within a highly committed and collaborative team in an international and fast-paced environment.

If you consistently strive to learn, seek new technologies to redesign, improve existing processes and achieve efficiencies, we are the match for your ambition.

Remote Working?Yes

This position offers remote working opportunities for an agreed amount of days per week.

Your skills and experience

You’ll be a good match, if you have :

University degree or equivalent education

A minimum of 8-10 years’ of relevant industry experience

Proven experience in financial services is mandatory

Fluent English is mandatory (reading, writing, and speaking) as you will be required to liaise clients

Good knowledge of investment & trading products offering to Private Banking clients

Outstanding experience and a good understanding of Private Banking regulations and Compliance requirements

Experience collaborating with different stakeholders and teams, including Platform, IT, Compliance, Legal

Experience in managing projects and change the bank initiatives is preferable, including Target Operating Model design

Excellent written and interpersonal communication skills

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