Client Reporting Product Lead

The Client Reporting Product Lead is accountable for defining and delivering the strategic vision for Client Reporting across Private Banking and Wealth Management.

The role owns the evolution of reporting capabilities spanning quarterly and periodic client reporting, regulatory reporting obligations, digital reporting, self-service insights and future data-driven client experiences. Working within a large-scale international transformation programme, the role partners across Business, Technology, Operations, Data, Risk and Compliance functions to deliver market-leading reporting experiences that improve client engagement, colleague effectiveness and regulatory outcomes.

The successful candidate will combine strong product leadership with technology, data and programme delivery expertise, demonstrating the ability to operate effectively within a complex international matrix organisation and influence senior stakeholders across business and technology functions.

• Support definition of the end-to-end Client Reporting strategy across static, periodic and digital reporting channels for clients and colleagues.
• Establish and communicate a compelling product vision that aligns client needs, commercial objectives, regulatory obligations and enterprise technology strategies.
• Develop and maintain a multi-year strategic roadmap that balances business priorities, regulatory requirements, technical dependencies and client value.
• Drive deep understanding of client, colleague and business needs through research, data insights and stakeholder engagement.
• Champion human-centred design principles to create intuitive, engaging and accessible reporting experiences.
• Define and monitor product OKRs and performance measures, ensuring strategic objectives are translated into measurable outcomes.
• Work as a product leader in an integrated cross functional agile organisation to successfully deliver strategic capabilities.
• Translate complex business requirements into clear product outcomes and delivery objectives.
• Ensure reporting capabilities are aligned with broader enterprise digital, data and technology strategies.
• Leverage emerging technologies, including AI and GenAI, where appropriate, to improve reporting production, personalisation, insight generation and client self-service experiences.
• Ensure reporting solutions comply with legal, regulatory, conduct and risk requirements across relevant jurisdictions.
• Partner closely with Compliance, Legal, Risk and Control functions to ensure regulatory obligations are understood and reflected within the product roadmap.
• Foster a strong culture of governance and control, ensuring appropriate processes and oversight mechanisms are maintained.
• Escalate risks, issues and breaches of policy appropriately and in a timely manner.
• Provide expert advice and thought leadership to senior management and executive stakeholders.
• Build strong relationships across business and technology functions to drive alignment and effective decision making.
• Act as a recognised subject matter expert for Client Reporting within the organisation.
• Coach and develop less experienced product managers and specialists, helping to build future organisational capability.
• Negotiate and influence at senior levels both internally and externally to achieve successful outcomes.

To drive innovation, meet customer needs, and ensure the bank's long-term success and competitive edge.

• Execution of market research to understand customer needs,pain points, and emerging trends to support the analysis of profitability, market size and positioning for new products compared to existing offerings, and to identify opportunities for diversification to gain a competitive advantage.
• Collaboration with stakeholders across departments and teams including marketing,sales,technology, engineers, designers etc to generate innovative and feasible product ideas and porotypes for testing aligned with customer needs and strategic goals.
• Development of concepts and specifications which define features,functionalities,target market, user interface, technical specifications and potential revenue models of new…