International Private Bank - Digital Product Analyst - GFG & LATAM
About The Position
The International Private Bank is seeking a proactive and motivated Analyst to join its Digital Product Team, supporting Latin America (LATAM) and Global Families Group (GFG) clients and advisors. The team’s growing digital, data, and AI agenda includes AI-enabled tools, digital platforms, analytics, and client experience. The analyst will help deliver this agenda by tailoring digital solutions to the needs of clients and advisors in these segments. The role involves writing product requirements, testing new features, reporting on adoption, and providing day-to-day support to advisors. The analyst will collaborate with senior team members, global product teams, and advisors, gaining experience in how digital products are built and rolled out at a global private bank. Responsibilities also include evaluating AI tools, identifying product and user-journey gaps, supporting launches and adoption, monitoring usage data, and conducting research on emerging opportunities.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Product Management, Computer Science, or a related field.
- 1–3 years of experience in product management, consulting, as a client advisor, banker, service team member, or a related discipline, ideally within financial services or a technology-driven environment.
- Strong analytical and problem-solving skills, comfort working with data, and a strong eye for detail.
- Excellent written and verbal communication skills, including the ability to explain technical topics in plain language.
- Organized and detail-oriented, with the ability to manage several priorities in a fast-paced, collaborative environment.
- Strong interest in digital products, AI, and client experience.
Nice To Haves
- Experience in the Private Bank, Wealth Management, or broader financial services sector.
- Familiarity with Agile methods, requirements writing, or user acceptance testing (e.g., JIRA).
- Familiarity with AI/ML concepts and hands-on experience with generative AI tools.
Responsibilities
- Help define and document product requirements for digital client and advisor products, focusing on cross-border and multi-jurisdiction needs.
- Identify gaps in the LATAM and GFG experience across digital and AI-enabled advisor and client tools, and translate them into clear requirements for product teams.
- Participate in testing and pilots by running test cases, recording issues, and following them through to resolution.
- Help carry out adoption strategies that increase advisor and client use of digital and AI-enabled tools.
- Support go-to-market strategy for new product launches and features.
- Identify friction points across the user journey and share insights with product teams.
- Handle day-to-day digital support requests from advisors and client teams.
- Define metrics, monitor usage trends, maintain a data-driven view of adoption performance, and translate insights into actionable strategies.
- Evaluate AI tools used by advisors and client teams, including their knowledge base and features; identify gaps and recommend improvements.
- Identify and champion opportunities to embed AI capabilities into products and adoption workflows, turning emerging AI technologies into practical client-facing value.
- Support new and emerging initiatives for LATAM and GFG clients as the digital agenda grows.
- Conduct market research and analysis to identify trends and opportunities within these segments.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
