NOTE- Looking for candidates with Global Wealth Management/ Global Investment Banking experience. Domestic experience is not preferred for this role.
Hiring for- A services based MNC Client
Work Location- Mumbai, Chennai (as preferred)
Shift- International shift (US shift)
Preferred candidate profile
- 13-19 Years of experience with Strong understanding of Wealth management Operations
- Have experience of leading Global Wealth Management team of 100 -120+ with strong expertise in running Brokerage and Fiduciary functions - broker dealer, Corporate Actions, Reconciliations, Account Opening / Maintenance / Closing, Asset Transfer, Cash Sweep, Account Conversion Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, Insurance products for Global Markets
- Sound understanding related to Customer on-boarding (customer account data and document maintenance) for Fiduciary and Brokerage.
Role & responsibilities
- The role holder is expected to transform and create a very Client focused and data driven efficient organization.
- Have experience of engaging in conversations with Clients, Advisors, Risk Officer and Business COOs around redefining operating model, driving front office behavior, Business metrics and influencing client behavior
- Should have led and managed Operations transformation and change at scale including RPA, data analytics, workflow etc and have good track record of driving productivity and efficiency within the Organization
- Good to have FINRA Series 99 certifications
- Strong understanding of various risks associated with Operational processes in this space Managing all operations function and ensure consistent SLA adherence
Interested candidates can reach on
Neha
9599788568
[Confidential Information]
