Wealth Management - Experts
Job description
Analyst/senior Analyst/TL- Wealth Management To perform day to day operation, performance measurement and client management. Creation of Client Investment Review and Portfolio View, Management of compliance document, Review of newly opened application forms, Trade Support, Collateral Management and Corporate Actions Capital Market experience with knowledge in Trade Settlement or Trade Capture. Knowledge of Trust or Fiduciary operations pertaining to Securities & Custody Operations, Trust Investment Operations, Investment Performance, Trust Account Opening / Closing / Maintenance / Servicing, Cash Transaction Processing, Inquiry Management, Lockbox Operations, etc Knowledge of regulations like Banking Secrecy Act, USA patriot act, OFAC regulations etc. Manages capacity, provides oversight, and serves as escalation point for analyst Roles and Responsibilities: ? Ability to understand evaluate Capital Market and Banking product requirements ? Ability to understand business processes to verify controls are effective, mitigate risks, and suggest changes to control descriptions as needed. ? Analytically sound to take decisions on controls ? Ability to understand Complex Documentation and legal language ? Advanced Proficiency required in English Language to create documentation. ? Perform assignments/deals/tasks ? Should be able to take judgment calls and guide team members ? Attention to details to analyze Gaps in control ? Ability to review all written materials ? Should be a self-starter, motivated and highly energized individual to compete the complexity of the process
Skills Required
Key Skills
- WEALTH MANAGEMENT WITH CLIENT ONBOARDING
- ACCOUNT MAINTENANCE
Other Information
