The International Private Bank Employee (IPB) and Client Experience Team (ECX) is committed to delivering a first-class experience for employees, clients, and prospects across all channels. Through a proactive, coordinated, and innovative approach, ECX partners with stakeholders across all aspects of the International Private Bank.
In this role, you will lead strategic priorities, coordinate resources, and ensure effective execution of initiatives. As part of a dynamic and growing team, you will collaborate across functions and regions to deliver innovative projects that enhance experiences for employees and clients, with opportunities to pilot and scale new ideas.
The ideal candidate is a collaborative self-starter who thrives in a fast-paced setting, with excellent written and verbal communication skills, strong interpersonal abilities, and a passion for delivering outstanding experiences. You will work with stakeholders to develop and manage experience initiatives, fostering innovation and teamwork locally and globally. The successful candidate will inspire confidence, drive outcomes, and build strong relationships across teams.
JobResponsibilities
* Manage internal and external communications from the IPB CEO and Regional CEOs, including the newsletter and recognition notes, while ensuring all messaging is accurate, consistent, and aligned with brand guidelines.
* Oversee CEO LinkedIn and Hearsay profiles, develop a content calendar and draft posts as needed.
* Develop and implement creative gifting initiatives for clients around milestone events, supporting advisors in strengthening personal client relationships.
* Direct and support one team member based in Geneva, providing guidance, feedback, and oversight to ensure effective collaboration and performance.
* Assist in managing an offshore team, leveraging their support to manage responsibilities and drive projects forward.
* Contribute ideas and feedback to improve processes and experience initiatives; proactively leverage automation tools to streamline workflows and reduce manual work.
* Maintain reports, interpret findings and provide recommendations.
* Ensure compliance with organizational policies and regulatory requirements.
* Serve as a culture carrier, fostering team values and a positive environment in support of the team head and organization.
Required qualifications, capabilities and skills
* Bachelor’s degree or relevant experience, preferably in financial services, client service, luxury brand, or a similar high-touch environment.
* Strong communication and writing skills.
* Exceptional attention to detail and organizational skills.
* Proven PowerPoint and Excel skills; experience with AI, Python, Alteryx, or Tableau is a plus.
* Ability to provide direction, feedback, and support to team members, fostering collaboration and performance.
* Program management mindset, with strong analytical, critical thinking, and problem-solving abilities.
* Ability to work well independently and as part of a team, building strong relationships with colleagues across global offices and cultures.
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