Management Consultant, CLDM (Private Banking)

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    • License No 16S6080
    • Job Ref No


    Management Consultant, Client Lifecyle Design Management (CLDM)

    On behalf of a management consulting firm, we are looking for a Consultant/Senior Consultant to be a part of their Private Banking consulting team, focusing on Client Lifecyle Design Management topic.


    • Conduct research, data collection and analysis on the needs and issues of the client through interviews and workshops to translate their requirements into well-formulated solution
    • Present findings and recommendations to the client using business proposals and presentation decks
    • Document the project into systems and processes for management review
    • Close interaction with clients through regular project updates and networking
    • Support team members with other project activities
    • Independently drive the success of a work stream by directing activities, ensuring high quality deliverables and timely submission


    • 3-6 years of experience in consulting and/or project management in the private banking industry ideally.
    • Experienced in designing and implementing business capabilities in the space of Wealth Management Client Information, Client Onboarding, and Client Maintenance for banks and financial institutions
    • Familiar with industry developments in the realm of Client Lifecycle Management relating to vendors and product capabilities
    • Familiar with regulatory requirements and impact relating to KYC, Due Diligence, Profiling, Credit
    • Experienced in performing data-driven analysis using tools such as Excel, Access, Tableau, Python, etc.
    • Excellent presentation and communication skills with clients and colleagues

    For a confidential discussion, please reach out to Veo Nguyen at, 66976617
    Registration No: R1434539
    Licence No: 16S6080