R0436538 Private Bank - Client Lifecycle Management (CLM) Digital and AI, VP

About the role

Details of the Division and Team: The Client Lifecycle Management ("CLM") Digital & AI VP is a Front Office First Line of Defence role embedded within CLM, responsible for how AI, automation and digital capabilities are applied in client onboarding and lifecycle decisioning. In line with evolving MAS and HKMA expectations for fully digitised and technology-enabled onboarding journeys, this role ensures CLM maintains full ownership of client acceptance decisions, control outcomes, and execution quality in an increasingly AI-supported environment. This role is not responsible for technology build; it is accountable for operationalising AI within CLM workflows and ensuring effective adoption in real client onboarding cases. Role Purpose Embed AI and digital capabilities into day-to-day CLM onboarding and lifecycle execution Ensure CLM retains First Line ownership of decision-making in a digital environment Translate regulatory direction (MAS / HKMA) into practical, usable onboarding flows Drive adoption and effective use of AI tools by CLM and Front Office teams Role Scope Clarification This role sits within CLM, reporting into CLM leadership The role is accountable for how AI is used in CLM decisioning, not how it is built. What we will offer you: A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its center. You can expect: Flexible benefits plan including virtual doctor consultation services Comprehensive leave benefits Gender Neutral Parental Leave Hybrid working arrangements 25 days of annual paid leave, plus public holiday A culture of continuous learning to aid progression Your key responsibilities: 1. AI-Enabled CLM Decisioning Define and embed how AI outputs are used in onboarding and lifecycle processes, including: KYC data extraction and validation SoW/SoF assessment support Document verification and completeness checks Case summarisation to support CLM approval decisions 2. Agentic Workflow Execution Design and operationalise agentic onboarding workflows to: Orchestrate end-to-end onboarding steps Reduce manual handoffs and duplication Guide CLM analysts through structured decision pathways Define: Where automation applies vs. human judgement Escalation and override principles Ownership of decisions at each stage 3. Digital Client Onboarding (MAS / HKMA Alignment) Translate regulatory expectations into end-to-end digital onboarding journeys that are: Leveraging a fully ai and digitised (not partially manual) tooling Consistent across markets (SG / HK) Practical for Front Office and CLM usage Tangible benefits in end to end experience 4. Front Line Adoption & Workflow Integration Drive adoption of AI and digital tools across: CLM teams (makers, checkers, approvers) Relationship Managers and Client Advisors 5. Process Simplification through AI Identify opportunities to: Reduce onboarding turnaround time Eliminate duplication and rework Improve quality and consistency of KYC outputs 6. First Line Risk Ownership in a Digital Environment Ensure CLM retains full accountability for onboarding decisions, regardless of AI support Define clear boundaries between: AI-supported outputs Human validation and approval Define the ai governance model for CLM 7. Stakeholder Engagement (Execution-Focused) Work closely with: Front Office (RMs / Market Heads) - usability and workflow alignment AFC / Compliance - regulatory interpretation and control expectations Technology - ensure tools meet CLM requirements Your skills and experience: Core CLM Expertise At least 8-10 years of experience in CLM / KYC / AML / SoW within Private Banking or Wealth Management Deep understanding of onboarding workflows, maker-checker processes, and client risk assessment Experience operating in a First Line control environment Digital & AI Capability Experience working with: AI-enabled onboarding / KYC tools Automation or workflow orchestration platforms Digital onboarding solutions Ability to: Translate AI capability into practical workflow usage Challenge tools based on real operational needs Proven ability to deploy prompt-based AI solutions into live workflows (e.g. copilots, agentic use cases) Hands-on experience leveraging latest AI tools to deliver measurable improvements in onboarding speed, quality, and client experience Track record of moving AI from concept → real usage → tangible business outcomes Profile Fit CLM practitioner who understands how onboarding actually works operationally Comfortable working across Business, Risk, and Technology Focused on execution, adoption, and outcomes Proven track record in delivering prompt based solutions and working with the latest ai / tech s

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