Vice President of Wealth Management

Job title : VP Wealth Management with Project Management

Location : Mumbai /Powai -

Duration : Fulltime

We are looking for Investment banking experience along with Wealth Management and Project management experience.

1. Minimum 10+ years of experience in consulting or handling change programs within global investment banking.
2. Have detail understanding of Wealth Management function for global investment banking. Key activities processes include – Investment Products, Lending Products, Wealth Client Onboarding, Client Lifecycle, Client Risk Profiling, Suitability Checks, Investment Advisory, MI & Reporting
3. Strong experience/understanding with Avaloq Core Platform (Modules- STEX, Credit, Client Data, MIS reports, Stock exchange and payments) will be preferred; Avaloq certification is a plus.
4. Proven experience as a Program Manager; Thorough understanding of project/program management techniques and methods (Agile and Waterfall).
5. Experience in managing full E2E project delivery, Front Office to Back Office architecture overhaul projects which require coordination across multiple Corporate functions and Technology partners.
6. Excellent Knowledge of performance evaluation and change management principles.
7. Excellent Communication, Leadership skills, Organization Skills along with experience in conflict management/ issue resolution.
8. Experience of analysing complex business processes.
9. Flexibility (Openness to Change) – Adapts effectively to changing plans, domains, and priorities; is open and flexible when faced with changing project constraints and timelines.
10. Expect sound understanding of standard Trade lifecycle, financial products like cash equities, bonds, listed future & Options, Loans. CFA/ FRM certification will be preferred.