Description

The Advisory Solutions Lead is responsible for the end-to-end definition, continuous improvement of the Bank’s advisory service, ensuring an effective process and full alignment with applicable regulatory and legal requirements. The Advisory Solution area includes responsibility on Funds distribution, new product creation and connection with global initiatives.

The role acts as a key interface between Front Office and control functions (Compliance and Legal), with a strong commercial mindset and a deep understanding of the needs across client segments (Wealth, Personal and Business), as well as solid technical knowledge of investment funds.

As the Advisory Solutions Lead, you will be responsible for the advisory service within the Bank, including the definition and evolution of the advisory offering (services and products), the governance of the advisory process, and the coordination of all stakeholders involved in delivery, ensur...