Wealth Management GAIM – Proxy Product Owner Client Life Cycle (CLC) APAC

This position is based in Geneva on a fixed-term contract of 24 months.

Context

In the context of the 2025 strategic plan, Wealth Management (WM) has launched a major transformation in order to modernize its IT platform. This ambitious project consists in :

• Modernizing the backbone of our IT platform : replacement of our Core Banking System and upgrade of our Portfolio Management System
• Moving all our IT assets to the BNP P cloud
• Moving to a multi entity platform, ie the same platform for all countries

This transformation is sponsored at the group level given the very high stakes it answers:

• At WM level, it will ensure the sustainability of our platform for the decades to come, allow to reduce our cost to serve and improve our time to market for new products.
• At the Group level, it is an enabler for cross selling with other business lines such as CIB, AM or BP2S

Beyond systems, this transformation requires deep changes in terms of front to back processes as well as mindsets, organization and governance. Indeed, after years of customization at country level, the project aims at aligning all countries around common processes. It is a mandatory prerequisite to implement a multi entity platform. 

To support its transformation journey, Wealth Management has adopted an Agile@Scale organization to support the implementation of key projects (WITT, Cube, Crystal,…), and to deliver continuous improvements of the products it encompasses in the long term. 

Mission

• The mission of the Proxy Product Owner (PPO) CLC CH is to ensure that the Target Platform answers the local WM need on this scope, and to ensure that the Customer/Employee value of the products under its perimeter is frequently and sustainably maximized in a continuous improvement perspective.
• The PPO acts as the local deputy of the Product Owner CLC & Workflows, and the Product Owner Client Referential & Risk.  
• The perimeter includes CUBE, EUCLID, Sonar, and Pearl for Switzerland and DIFC (for the accounts booked in Switzerland).
• The PPO is responsible to provide clear local business requirements and ensure that the designed solution is consistent with requirements. The PPO is responsible for assisting the PO in the product backlog management. 
• Along with local COO, local Compliance Functions and local Market Heads, the PPO has to ensure acceptance and change management. 
• The PPO works following Agile methodology and is the bridge between the metier and the PO. 

Guidelines

• The PPO will favor the “adopt vs adapt” philosophy, ie leveraging as much as possible the tool native functionalities, limiting whenever possible customization. 
• The PPO will challenge local specificities in order to standardize/simplify processes in its scope, and drive change management.

Responsibilities         

• Review and Define business processes: design, submission and review
• Assist the PO in the definition of the Product Vision, and anticipate Customer/employee needs and Market evolutions so that we make the difference in time;
• Assist the PO in the Product prioritization, by ranking stories/features in the backlog;
• Test the implementation of the Stories/Features for the Product Release, ensuring that delivery is viable from a Customer/Employee acceptance perspective;
• Analyze the Product Outcomes once released, based on Customer feedbacks & Business Metrics in order to ensure continuous improvement;
• Actively participate in the Life and the Ceremonies of the Teams he belongs to (Squad, Tribe & Chapter), constantly sharing our Agile Values & Principles
• Manage the local change (end users training and material)
• Assist the end users of the different tools for any incident or issue they may face with.

More specifically on WITT, CUBE and EUCLID implementation:

• Mobilize and coordinate the relevant local stakeholders within BNPP WM (experts across business lines) to define and align internal stakeholders on the target setup
• Work in close collaboration with other local PPO streams (Banking and Foundations, Trading & Investment Services, Credit) in order to ensure a consistent design across the project when relevant
• Prioritize works and planning jointly with the PO
• Ensure deliverable are consistent with expectations and provide sign off
• Analyze the impacts on procedures and SOP, and oversight the related local updates
• Measure appropriation of processes by end-users and organize training for the latter’s.
• Ensure that regulatory constraints and reporting are correctly implemented in the processes and systems.  
• Ensure that the control framework mitigates the risks identified, in collaboration with local OPC

Organization & Governance

The Proxy Product Owner CLC APAC is part of the Customer Life Cycle Tribe and report to the Product Owner CLC & Workflows. The PPO has a functional link to the Product Owner Client Referential & Risk.

YOUR PROFILE & SKILLS 

Skills:

• The capacity to make smart, educated decisions with confidence
• Big-picture thinking and vision
• Ability to gather and parse the opinions of multiple stakeholders, often acting as the middleman between the metier and the squad
• Attention to detail
• Open-mindedness when considering new and/or deviant feature ideas
• Ability to put himself or herself in the customer’s place and identify his key needs and pain points
• A personality that can resolve conflicts and motivate the end users to adopt the tools
• Strong Presentation & communication skills
• Capacity to convince.
• Capacity to manage high stress situations.
• Ability to multi-task and manage various project elements simultaneously.
• Ability to set and meet deadlines
• Leadership skills
• Coordinating staff and internal resources
• A positive and optimistic attitude

 Performance Indicators

• On-time delivery: Fixed time projects. Agile projects.
• Process improvements.
• Risk management.
• Customer orientation.

Experience:

• 10 years + in Wealth Management industry ideally but at least in BNP Paribas
• Project Management 
• Languages: English Mandatory (French a+)

WHY JOIN US?

BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.

In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.

Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.

NB: all terminologies apply in both the feminine and the masculine.