Hiren Patel
Integration Project Manager @UBS
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WORK HISTORY
Integration Project Manager @UBS
London, GB
Functional Readiness Integration Project Manager & Business Analyst- End to end gap analysis on all Products and Services offered in The Private Bank- Migration of Non-Custodied client assets including Equities, Fixed Income, Funds, Private Equity, Hedge Funds and Precious Metals across the UK and Channel Island booking centres- Investor Profile client data analysis and migration ensuring compliance with all applicable regulations - Consumer Duty assessments across all Products and Services (current and future state offerings)- Establishing relationships and end to end trade processes between internal systems and external Custodians for UHNW clients as part of business development of the discretionary investment management proposition
EDUCATION
University of Birmingham
Money, Banking and Finance, Banking and Financial Support Services
ABOUT HIREN PATEL
Financial Services professional with experience in Investment Banking, Fintech and Wealth…
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