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Project Manager K&E Questionnaire Wealth
Eingestellt von Anankei
Gesuchte Skills: Client, Interviewer
Projektbeschreibung
Context
In July we will launch a new Knowledge & Experience Questionnaire for all its clients that receive investment advisory services. For Wealth Management this represents more than 4000 relations. These clients will need to go through the questionnaire either through PC-Banking or through an interview by phone or face-to-face. The deadline is October 1st 2016.
Function Description
We are looking for a Project Manager who will:
- Identify the clients that need to be contacted
- Determine the product categories for which he/she needs to be interviewed and validate this with the Relationship manager
- Identify through which channel the client will be contacted.
- Build a file per client and assign it to an interviewer
- Assign the file to an interviewer
- Manage the overall plan and monitor the execution
- Organize the trainings of the interviewers
- Plan the accommodation of the interviewers
- Report to management on the progress
- Act as a Single Point of Contact for the Questionnaire subjects within Wealth management
Start Date ASAP
Duration 4 months
Location
Brussels
Travel
Occasional travel might be needed throughout Belgium
In July we will launch a new Knowledge & Experience Questionnaire for all its clients that receive investment advisory services. For Wealth Management this represents more than 4000 relations. These clients will need to go through the questionnaire either through PC-Banking or through an interview by phone or face-to-face. The deadline is October 1st 2016.
Function Description
We are looking for a Project Manager who will:
- Identify the clients that need to be contacted
- Determine the product categories for which he/she needs to be interviewed and validate this with the Relationship manager
- Identify through which channel the client will be contacted.
- Build a file per client and assign it to an interviewer
- Assign the file to an interviewer
- Manage the overall plan and monitor the execution
- Organize the trainings of the interviewers
- Plan the accommodation of the interviewers
- Report to management on the progress
- Act as a Single Point of Contact for the Questionnaire subjects within Wealth management
Start Date ASAP
Duration 4 months
Location
Brussels
Travel
Occasional travel might be needed throughout Belgium
Projektdetails
Geforderte Qualifikationen
-
Kategorie:
IT Entwicklung, Marketing/Vertrieb