Teams at NatWest Group

Manage banking, lending, investment, pension, and financial planning needs for high-net-worth private banking clients. Develop holistic wealth plans, provide investment advice, grow and manage an assigned portfolio, conduct client reviews, and deliver profitable business growth. The role also involves risk management, stakeholder networking, client relationship development, and mentoring private banking colleagues on complex financial products and services.

Leads end-to-end delivery of CRM and client onboarding technology projects using Microsoft Dynamics 365. Owns project plans, governance, financial business cases, budgets, resources, risks, issues, dependencies, and delivery controls. Coordinates business, technology, architecture, product, operations, and third-party teams while translating complex requirements into achievable plans. Manages strategic change and communicates progress, risks, and decisions to senior executives and Board-level stakeholders.

Supports Product Owners and cross-functional teams by analyzing customer and feature data, gathering requirements, documenting user stories, prioritizing product improvements, and enabling data-driven product development. The role also involves stakeholder collaboration, third-party relationship support, risk assessment, and maintaining clear product documentation for customer and colleague support.