3643 Wealth Management Jobs - Page 17

Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build commercially viable solutions to address gaps & white spaces in the WM domain 15 - 20 years of experience in the WM industry or IT services industry with focus on WM / financial services verticals In-depth knowledge of concepts of wealth management. The candidate should have exposure to working in the front, middle and back office Strong domain understanding across one of more of WM and Financial Advisor Value chain process such as - Client onboarding, Relationship 360-degree summary view, Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting. Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA s, pension funds etc. Constant up to date knowledge of the latest trends in the WM Industry and emergence of FinTech ecosystem Candidate should have work experience with a few of the COTS products given below: WM Industry COTS products like FIS Unity Wealth platform, Temenos Wealth Management Financial planning tools like Naviplan SAAS products like InvestCloud Trade order management products such as Charles River, Front Arena, Fidessa, etc. Accounting products such as Eagle, Advent Geneva, etc. Performance measurement products such as Addepar, BISAM B-One, Statpro. Proven track record of building commercially viable WM solutions covering MACH principles - Micro services, APIs. Cloud, and headless Architecture Candidate should have led Architecture definition & Solution Design and overseen end to end implementation programs Candidate should be able to define tech stack for a proposed solution and also lead the effort estimation Be able to work with multiple technical teams and drive the solution development Candidate should be well versed with emerging trends and technologies in the AI space and experience of building a GenAI based solution is a big plus. AI 5+ years of hands-on experience with target operating model definition, business case creation, program roadmap definition and organization change management Stakeholder management including hands-on experience interacting with the C Suite (both business and technology) is mandatory Presentation skills with crisp and clear articulation of the solution are a must Must have experience of working with clients across multiple regions - USA, UK, Europe in a global delivery setup etc.

Associate, Data Transfer, Integration & Quality II We re seeking a future team member for the role of Associate, Data Transfer, Integration & Quality II to join our Wealth Management Data Governance team. This role is located in Pune, MH - HYBRID. In this role, you ll make an impact in the following ways: This is a unique opportunity to join Data Governance team and help be a pivotal part of Wealth Managements data transformation. The team was formed to establish robust data management and governance practices as well develop a data hub that makes information accessible and actionable to our front-line business partners. The individual in this role will have the opportunity to learn industry best practices for data management, data quality, refine their data wrangling skills, learn more about the Wealth Management and serve up data driven insights to our business partners. One of the team s primary objectives is to implement a collaborative data platform for a more streamlined way of moving, transforming, analyzing, and communicating information. This will require the analyst to build relationships with key stakeholders, to work with internal clients to understand their data needs, and to partner with IT to deliver data solutions. A key tool for the team is Collibra, CDQ and DataIku. Collibra, CDQ and Dataiku provides most of the functions needed to perform the role. i.e. connections to databases, IDE functionality, SQL functions, Jupyter notebooks. SQL software is needed to connect to certain data bases. Deliver value and deliver value frequently Build and maintain relationships with key stakeholders in WM Businesses and IT Translates complex technical concepts and analyses to non-technical audiences Prepares ad-hoc reports at the request of managers and/or other leaders Build BI and machine learning prototypes and derive actionable insights for the Businesses To be successful in this role, we re seeking the following: B Tech/BE/BS Degree (stats, math, engineering degrees are a plus) 3+ years of Experience working in Data Quality and Data Management 2+ years of experience with Collibra, CDQ Excellent interpersonal and client-facing skills 2+ years of experience with SQL Good knowledge on Snowflake Passion for helping others succeed Passion for learning new skills Self-starter Dataiku experience is good to have Experience in financial industry is preferred Good knowledge of Excel Agile experience is a plus

About Goldman Sachs Wealth Management Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively? Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. Basic Qualifications Four-year degree or higher in Management, Finance, Accounting or Economics. In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding. Acquaintance with different financial instruments (Stocks, Options, Fixed Income, Debt) Prior experience in wealth management operations or investment process implementation is a plus. Excellent organizational skills. Superior written and verbal communication skills. Ability to maintain a high level of confidentiality Enthusiastic and positive approach to problem-solving and client service. Proven track record with cross training, task-sharing and mutually supportive teamwork. Innovative thought processes and pro-active time management and task completion follow-through. About Goldman Sachs

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individuals wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation. We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, over 100,000 investors trust Syfe to grow their wealth. Since its founding, Syfe has raised US$79 million from world-class investors. The company has won multiple awards including Wealth Management Fintech of the Year by the Asian Banking and Finance Awards, as well as being recognized as one of the Top LinkedIn Startups in Singapore. Who are we: While we are a diverse set of people, we value the following core traits: Fast learning: We often require learning new tools and technologies. We believe in adopting them if they are particularly well suited for our problems, instead of limiting ourselves to what we already know. However, we are always short of time and therefore have to learn fast. Versatility: While each one of us has a core skill, we possess at least one secondary skill as well. Apart from allowing the team to be fluid, it also helps us understand how all pieces (frontend, database, network, servers, etc.) fit together. Madness about quality: Put together, individual lines of code should be robust, scalable, high-performance, fault-tolerant, and most importantly, beautiful software. We also stay up-to-date with the latest in the world of software to make ourselves better. Passion: To try out new ideas and iterate on existing product features, and love experimenting with new technology if its right for the job. Because not only do we ride the cutting edge, we make it happen. Collaboration: We believe that engineering is a continuous process of learning and improvement and that the best way to learn is by getting help from your fellow engineers. Coding is more fun when you do it together and appreciate the feedback. We are seeking a Backend Engineer to develop and own state of the art products that help bring people closer to their financial goals. As we build and scale Syfe over the next few years, our product and engineering team is growing and it is the perfect time to join the team at an early stage and create an impact within and outside the organisation. Responsibilities: Take ownership of new products/features. Contribute to the design and architecture of our backend APIs and fund management system. Ensure adherence to engineering best practices and maintain the overall quality of our codebase. Mentor and assist younger members of the team and perform code reviews. Work with the product team to translate powerful ideas into everyday business value. Requirements: 2+ years of professional software development experience Firm grasp of at least one programming language Experience with distributed system a plus Curiosity about how things work Problem-solving skills, analytical mind, and positive attitude What you get : Opportunity to be a core part of the team and shape the company Opportunity to learn and grow fast Competitive market salary A fun workplace Most importantly, an exceptional team The Syfe Advantages: Annual learning allowance for work related online courses and books Allowance for home-office setup Latest M1 Macbook Pro + as required hardware and software Best of all, our speciality is helping people manage their money. We will help you learn how to manage your own money like a pro

You are a strategic thinker passionate about driving solutions in Product Delivery. You have found the right team. As a Product Delivery Associate in Trust & Estate Solutions, you enable the release of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role. . By working with the business users, including Trust Officers, Investors, Bankers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives. Job responsibilities Drive technology development through use of agile methodologies. Create and refine JIRA stories and maintain backlog First point of contact for product support to ensure a positive user experience by triaging and escalating production issues; and proactively recognizing and responding to emerging and potential issues. Establish relationships with key functional areas within JPMorgan to support the development and ongoing delivery of T&E solutions (Technology, Operations, Risk, etc) Support for the delivery of end-to-end process and platform change for large scale initiatives, including project management and business analysis Anlysis of business processes to identify efficiencies by redefining responsibilities, workflows or implementing automation; effecting change in processes and procedures, and technology. Identify, assess and document business requirements; propose creative solutions that balance technical solutions and limitations of the platforms against business priorities Facilitate implementation of new functionality through project management, training sessions, and the development of training manuals to ensure projects move seamlessly into the BAU environment Support the broader Product Management team with ad-hoc projects from time to time. Required qualifications, capabilities, and skills 5+ years of experience delivering and facilitating change using technology and process re-engineering in a corporate environment, and / or strategy or management consulting firm Experience in Agile Methodology - Ability to write user stories representing business requirements, and test new products or product enhancements Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions Excellent communication and presentation skills as well as strong Microsoft Office skills with proficiency in Excel, Word, Visio, and PowerPoint Drive data reporting to Senior Management (recurring and ad-hoc) Expertise in excel and ability to manage large amounts of data is important Highly motivated, results-oriented, client -focused. Ability to be flexible, follow tight deadlines, organize and prioritize work Outstanding verbal & written communication skills Strong team building, presentations skills and excellent leadership, interpersonal, & relationship management skills Preferred qualifications, capabilities, and skills Experience in wealth management, private banking, investments, and/or trusts and estates Experience in supporting large scale transformation, operational risk management, and/or efficiency programs Familiarity with managing a SharePoint site You are a strategic thinker passionate about driving solutions in Product Delivery. You have found the right team. As a Product Delivery Associate in Trust & Estate Solutions, you enable the release of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role. . By working with the business users, including Trust Officers, Investors, Bankers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives. Job responsibilities Drive technology development through use of agile methodologies. Create and refine JIRA stories and maintain backlog First point of contact for product support to ensure a positive user experience by triaging and escalating production issues; and proactively recognizing and responding to emerging and potential issues. Establish relationships with key functional areas within JPMorgan to support the development and ongoing delivery of T&E solutions (Technology, Operations, Risk, etc) Support for the delivery of end-to-end process and platform change for large scale initiatives, including project management and business analysis Anlysis of business processes to identify efficiencies by redefining responsibilities, workflows or implementing automation; effecting change in processes and procedures, and technology. Identify, assess and document business requirements; propose creative solutions that balance technical solutions and limitations of the platforms against business priorities Facilitate implementation of new functionality through project management, training sessions, and the development of training manuals to ensure projects move seamlessly into the BAU environment Support the broader Product Management team with ad-hoc projects from time to time. Required qualifications, capabilities, and skills 5+ years of experience delivering and facilitating change using technology and process re-engineering in a corporate environment, and / or strategy or management consulting firm Experience in Agile Methodology - Ability to write user stories representing business requirements, and test new products or product enhancements Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions Excellent communication and presentation skills as well as strong Microsoft Office skills with proficiency in Excel, Word, Visio, and PowerPoint Drive data reporting to Senior Management (recurring and ad-hoc) Expertise in excel and ability to manage large amounts of data is important Highly motivated, results-oriented, client -focused. Ability to be flexible, follow tight deadlines, organize and prioritize work Outstanding verbal & written communication skills Strong team building, presentations skills and excellent leadership, interpersonal, & relationship management skills Preferred qualifications, capabilities, and skills Experience in wealth management, private banking, investments, and/or trusts and estates Experience in supporting large scale transformation, operational risk management, and/or efficiency programs Familiarity with managing a SharePoint site

You re ready to gain the skills and experience needed to grow within your role and advance your career and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorgan Chase within the Asset and Wealth Management Technology, you are part of an agile team that works to enhance, design, and deliver the software components of the firm s state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role. Job responsibilities Executes standard software solutions, design, development, and technical troubleshooting Writes secure and high-quality code using the syntax of at least one programming language with limited guidance Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems Adds to team culture of diversity, equity, inclusion, and respect Required qualifications, capabilities, and skills Minimum 3 years experience in relevant technology Hands-on practical experience in system design, application development, testing, and operational stability Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Demonstrable ability to code in one or more languages Experience across the whole Software Development Life Cycle Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security Emerging knowledge of software applications and technical processes within a technical discipline (e. g. , cloud, artificial intelligence, machine learning, mobile, etc. ) Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies You re ready to gain the skills and experience needed to grow within your role and advance your career and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorgan Chase within the Asset and Wealth Management Technology, you are part of an agile team that works to enhance, design, and deliver the software components of the firm s state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role. Job responsibilities Executes standard software solutions, design, development, and technical troubleshooting Writes secure and high-quality code using the syntax of at least one programming language with limited guidance Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems Adds to team culture of diversity, equity, inclusion, and respect Required qualifications, capabilities, and skills Minimum 3 years experience in relevant technology Hands-on practical experience in system design, application development, testing, and operational stability Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages Demonstrable ability to code in one or more languages Experience across the whole Software Development Life Cycle Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security Emerging knowledge of software applications and technical processes within a technical discipline (e. g. , cloud, artificial intelligence, machine learning, mobile, etc. ) Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies

As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking - Wealth Management, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner. You will be responsible for implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firms business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code, maintaining algorithms that integrate seamlessly with generative AI systems and other appropriate technologies. Produces architecture and design artifacts for complex generative AI applications, ensuring design constraints are met by software code development. Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets to continuously improve generative AI applications and systems. Proactively identifies hidden problems and patterns in data, using these insights to drive improvements in coding hygiene and system architecture specific to generative AI. Contributes to software engineering communities of practice and events that explore new and emerging generative AI technologies. Fosters a team culture of diversity, equity, inclusion, and respect. Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience. Proficient in coding in one or more languages, with a strong emphasis on Python and AI/ML frameworks. Experience in developing, debugging, and maintaining code in a large corporate environment, utilizing modern programming languages and database querying languages. Comprehensive knowledge of the Software Development Life Cycle, with a focus on generative AI applications. Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security, particularly in the context of AI/ML. Demonstrated knowledge of software applications and technical processes within technical disciplines such as cloud computing, artificial intelligence, machine learning, and mobile technologies. Expertise in AWS and GenAI/ML technologies. Preferred qualifications, capabilities, and skills Experience with AI model optimization and performance tuning to ensure efficient and scalable AI solutions. Familiarity with data engineering practices to support AI model training and deployment. Ability to collaborate with cross-functional teams to integrate generative AI solutions into broader business processes and applications. Strong understanding of machine learning algorithms and techniques, including supervised, unsupervised, and reinforcement learning. Experience with AI/ML libraries and tools such as TensorFlow, PyTorch, Scikit-learn, and Keras. As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking - Wealth Management, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner. You will be responsible for implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firms business objectives. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code, maintaining algorithms that integrate seamlessly with generative AI systems and other appropriate technologies. Produces architecture and design artifacts for complex generative AI applications, ensuring design constraints are met by software code development. Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets to continuously improve generative AI applications and systems. Proactively identifies hidden problems and patterns in data, using these insights to drive improvements in coding hygiene and system architecture specific to generative AI. Contributes to software engineering communities of practice and events that explore new and emerging generative AI technologies. Fosters a team culture of diversity, equity, inclusion, and respect. Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 3+ years applied experience. Proficient in coding in one or more languages, with a strong emphasis on Python and AI/ML frameworks. Experience in developing, debugging, and maintaining code in a large corporate environment, utilizing modern programming languages and database querying languages. Comprehensive knowledge of the Software Development Life Cycle, with a focus on generative AI applications. Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security, particularly in the context of AI/ML. Demonstrated knowledge of software applications and technical processes within technical disciplines such as cloud computing, artificial intelligence, machine learning, and mobile technologies. Expertise in AWS and GenAI/ML technologies. Preferred qualifications, capabilities, and skills Experience with AI model optimization and performance tuning to ensure efficient and scalable AI solutions. Familiarity with data engineering practices to support AI model training and deployment. Ability to collaborate with cross-functional teams to integrate generative AI solutions into broader business processes and applications. Strong understanding of machine learning algorithms and techniques, including supervised, unsupervised, and reinforcement learning. Experience with AI/ML libraries and tools such as TensorFlow, PyTorch, Scikit-learn, and Keras.

Are you passionate about building highly available, robust, and scalable distributed systemsDo you enjoy working with developers and customers to deliver modern microservice based applicationsAre you confident at iteratively refining user requirements and removing any ambiguityDo you like to be challenged and encouraged to learn and grow professionally We re looking for a Software Engineer to: be responsible for designing and building critical components to successfully deliver solutions work with a global team of analysts, engineers, and business stakeholders take ownership and drive deliveries within a supportive team environment embrace the complex business requirements and enjoy the challenge of implementing them work as part of an agile development team within a global technology team located in the Singapore, UK, Switzerland and India We may request you to complete one or more assessments during the application process. Learn more

Are you eager to work as a Java Engineer in a true agile environment where digital products are designed and built using cutting-edge technology for WMA clients and Advisors Are you passionate about building and supporting robust and scalable digital platforms involving cloud native, vendor integrations, APIs, event driver micro services We are looking for someone like this in a engineering role to: develop modern distributed applications by working in an agile team consisting of Java/UI/QA engineers and WMA business. hands-on experience in building applications in cloud and hybrid models. hands-on experience in application design & development using SDLC methodologies, well versed with Agile and waterfall processes collaborate with multiple IT & business stakeholders to understand business requirements and develop high performance and scalable solutions Youll be working with STAAT Productivity Solutions team in Pune. We are responsible for WMA (Wealth Management Americas) client facing technology applications. Your role will be accountable for design /implementation of technical solutions with in NEO / OLS platform in WMA and timely delivery of projects following agile / scrum SDLC. Diversity helps us grow, together. That s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. ideally 5+ years of hands on experience in develop, design, maintenance and integration of distributed application in java j2ee and ideally 4 years of hands on experience with web services, micro services. strong knowledge of java, application web services (rest or soap), spring frame work, spring boot is a must strong knowledge of one of cloud platforms such as azure, aws or gcp. azure preferred. strong knowledge of it infrastructure such as proxy / web seal / caching / db is a must; strong analytical, problem solving, debugging skills is a must experience with enterprise integration and messaging related technologies such as jms, mq and/or kafka exposure on cloud integration, container services and good understanding of agile based execution processes; able to operate successfully in a matrix environment proactive and detail-oriented, yet comfortable working in an environment with fast paced deliveries and changing requirements bachelors degree in either computer engineering, computer science, information technology

Are you an analytic thinkerDo you enjoy designing building and running the infrastructure servicesDo you want to play a key role in transforming our firm into an agile organization At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative. We re looking for a Cloud Developer with Azure Database Products expertise to: part of Database Product Agile POD to develop and improve database infrastructure services mainly Azure Cosmos DB, Azure Cache for Redis and NoSQL Databases (Mongo, Cassandra) provide infrastructure services that are easy to consume and efficient to operate, making effective use of cloud capabilities (IaaS, PaaS, SaaS) apply a broad range of engineering practices, from analyzing requirements and developing new features to automation by design, automated testing, deployment and Infrastructure as a Code ensure the quality, security, reliability, and compliance of solutions by applying our digital principles and implementing both functional and non-functional requirements build observability into our solutions, monitor production health, help to resolve incidents, and remediate the root cause of risks and issues passionate technologist with continuous learning record and leadership edge to bring difference learn new technologies and practices, reuse strategic platforms and standards, evaluate options, and make decisions with long-term sustainability in mind Bachelor s or master s degree or equivalent focusing on Azure Cloud Development, Azure Cosmos DB, Azure Cache for Redis and NoSQL Databases (Mongo, Cassandra) ideally 7+ years of experience as infrastructure engineer focused on Database technology and Azure Cloud Development within the finance sector deep knowledge on DevOPS, CI/CD, Git and Automation Frameworks expert in PowerShell, Azure Shell, Bash expert with Infra as a Code development with Terraform or ARM experience in one of the development skills like Python, C# strong communicator, from making presentations to technical writing new technology introduction including process and workflow optimization, technology integration and operating model definition / optimization

Job Description Summary The Digital Marketing Analyst role is part of the Wealth Management Solutions business group focused on supporting the Banking & Cash Solutions department. This role supports business decision-making by providing analysis that leads to recommended solutions for business challenges. The Digital Marketing Analyst position is responsible for providing analytical support and strategic guidance to the BCS Product and Marketing teams. This position will work cross functionally with internal business partners to leverage data and insights to aid in developing strategic digital marketing campaigns to drive client acquisition and deepening. Digital Marketing Analyst Duties & Responsibilities Works independently with the Product and Marketing team to provide analytical support and strategic recommendations for marketing campaigns, incrementality testing, omni-channel measurement, and modelling. Analyze client behavior, and campaign performance to identify opportunities for optimization and growth. Supports analytical needs of business partners by understanding the purpose of the digital marketing efforts, defines metrics for measurement, reports results in a timely manner and provides strategic recommendations to impact future marketing initiatives. Ability to create fully automated reports or dashboards to address business needs and support ad-hoc business requests. Identifies need for automation of repeat requests and works with appropriate partners to build out the solutions, providing data-driven recommendations for growth. Digital Marketing Analyst Requirements & Skills A Bachelor s Degree is required in related field A minimum of 5-7 years of experience in related roles. Proficiency with Microsoft Office Suite; intermediate to advanced Excel skills, PowerBI, SQL. Experience with digital analytics tools such as Adobe Analytics. Expertise in marketing analytics, campaign targeting, and optimization Business experience in banking/financial services setting is preferred. Detail oriented, strong organization, prioritization and time-management skills. Excels in attention to detail with high level of accuracy. Excellent verbal and written communication skills, proven analytical skills, strong problem-solving skills and highly developed interpersonal skills. Ability to respond to and deal with a range of ad hoc queries/requests. Maintains flexibility in approach and adjusts actions when appropriate. Analytical Skills: work with large datasets: facts, figures, and number crunching Attention to detail: regularly QA and cross-check your work and be vigilant in your analysis to come to accurate conclusions Ability to handle projects independently and as part of a team Ability to adapt and adjust direction to meet business objectives Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Full-Time/Part-Time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S Presidents Office Job Family Group Business Support & Operations

Position Summary: The Junior Cap Intro Administrator provides essential support to the Capital Introduction team, assisting with scheduling, data entry, and coordination tasks. This entry-level position is ideal for someone looking to start a career in financial services, particularly in hedge fund or investor relations environments. Qualifications: Bachelor s degree (Finance, Business, Economics, or related field preferred). 6-10 years of experience in financial services, administration, or internship experience in a similar field. Strong organizational skills and attention to detail. Proficiency in Microsoft Office (especially Excel, Outlook, and PowerPoint). Strong communication skills and willingness to learn in a fast-paced environment. Familiarity with CRM systems or databases. Interest in hedge funds, private markets, or institutional investing. Previous internship or administrative experience in a finance-related role. UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. .

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

1. Business & Functional Expertise - Serve as the primary domain expert for wealth management, digital advisory, and investment journeys. - Interpret and validate business requirements across modules such as: - 360 Customer Overview & Net Worth Analytics - Account Funding & Investment Cash Accounts - Self-Execution & Robo Advisory Journeys - Total Portfolio View & Performance Tracking - Wealth Planning & Goal-Based Investing - Ensure Comarch platform capabilities are aligned with: - Customer onboarding - Portfolio management - Order placement (market, limit, stop) - Reporting and analytics - Integration with vendors (e.g., IVS, GTN) 2. Testing & Quality Assurance - Collaborate with the Testers to define test scenarios and acceptance criteria. - Validate: - Real-time balance updates - Order execution flows (T+1 settlement, pool accounts) - Portfolio aggregation from multiple vendors - Historical data accuracy (charts, reports) - Regulatory compliance (e.g., MiFID II, FATCA) - Support UAT and regression testing for all modules. 3. Stakeholder Collaboration - Act as a liaison between: - Business teams (Wealth, Compliance, Product) - Technical teams (Developers, QA, Integration) - External vendors (Comarch, IVS, GTN) - Provide training and documentation for internal teams. Required Skills & Experience Domain Knowledge - 8+ years in wealth management, private banking, or investment advisory. - Strong understanding of: - Investment products (equities, ETFs, robo portfolios) - Portfolio performance metrics (absolute/relative returns) - Risk profiling and goal-based investing - Regulatory frameworks (MiFID II, FATCA, CRS) Digital Wealth Platforms - Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud). - Familiarity with: - Digital onboarding and KYC - Self-execution and robo-advisory flows - API-based integrations and data aggregation Testing & Delivery - Experience in Agile/Scrum delivery environments. - Ability to define and validate test

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Job Title: FIN_Grp Tax_VP Job Code: 10680 Country: IN City: Mumbai Skill Category: Finance Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . Nomura Services, India supports the group s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: Nomura Services Indias Finance Department operates as a strategic global hub delivering comprehensive financial services across multiple divisions. The department encompasses Financial Control & Reporting, which handles core accounting and regulatory compliance; Product Control, managing complex trading activities and P&L validation; Tax Operations, providing global tax support and compliance; Finance Projects & Transformation, driving digital initiatives and process improvements; Finance Operations, managing day-to-day transactions and vendor relationships; and Management Reporting, delivering critical business insights and analytics. Through integrated technology platforms and standardized processes, these divisions work collaboratively to support Nomuras global operations while maintaining high standards of accuracy, efficiency, and regulatory compliance. Business Overview: Nomuras Powai Tax Business Unit serves as a global tax center of excellence, providing comprehensive tax services and support across multiple jurisdictions. The unit handles complex tax operations including tax accounting, compliance, reporting, and advisory support for Nomuras global entities. Operating with specialized teams for direct tax, indirect tax, and transfer pricing, the unit leverages technology solutions and standardized processes to ensure accuracy and efficiency. The team collaborates closely with global stakeholders to manage tax risks, optimize tax positions, and support business decisions while maintaining strict compliance with international tax regulations and reporting requirements. Through continuous process improvement and automation initiatives, the unit plays a crucial role in Nomuras global tax strategy and operations. Position Specifications: Corporate Title Vice President Functional Title Vice President Experience 10-14 Yrs Qualification Chartered Accountant/CPA/CMA Requisition No. Role & Responsibilities: This role requires a comprehensive blend of tax technical skills across varying areas of Tax including the ability to help the Tax team navigate through current and emerging reporting requirements, management, and professional capabilities beyond technical domain expertise listed below. Competencies in emerging areas of tax such as Base Erosion and Profit Shifting (BEPS) and Country-by-Country Reporting and how it interacts with Group reporting will be preferred. Strong leadership skills encompassing team development, strategic planning including ability to identify change management opportunities and working across functions and regions to deliver a collaborative solution is key are essential, cross-cultural collaboration. Key personal attributes include leadership presence, adaptability, and strong professional ethics, while technology proficiency in data analytics, automation tools, and digital transformation is crucial for driving innovation. The ability to balance multiple priorities, mentor teams, and maintain composure under pressure while delivering high-quality results. Tax Technical Expertise including but not limited to the following Corporate Tax Compliance International Tax Planning Tax Accounting (ASC 740/IAS 12) Indirect Taxes (VAT/GST) Tax Treaty Analysis Tax Audit Management Knowledge of Financial Services Industry (preferred) which may include broad understanding of the following areas and its interaction with Tax Investment Banking Products Derivatives Taxation Financial Instruments Structured Finance Global Markets Operations Banking Regulations Mind Set: Mandatory Desired Domain Tax Technical Expertise including but not limited to the following: Corporate Tax Compliance International Tax Planning Tax Accounting (ASC 740/IAS 12) Indirect Taxes (VAT/GST) Tax Treaty Analysis Tax Audit Management Knowledge of Financial Services Industry (preferred) which may include broad understanding of the following areas and its interaction with Tax IB Products Derivatives Taxation Financial Instruments Structured Finance Global Markets Operations Banking Regulations Technical Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an ownership in own development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age. *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.

Job Title: FIN_Cst Mgmt & Analytics_AN Job Code: 10659 Country: IN City: Mumbai Skill Category: Finance Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . Nomura Services, India supports the group s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: Powai Finance is an integral part of the CFO division and plays a key role in various Finance functions ranging from Treasury, Global Middle Office, Financial Control & Regulatory Reporting, Global Infrastructure, Cost Analytics and MI. Located strategically to cater to multiple time zones, Powai Finance ensures internal and regulatory deliverables across all regions are supported Business Overview: CMA team in Mumbai is an extension of the Global CMA team providing Analytical and Quantitative Support to the onshore teams. Team caters to Monthly book closure as well as MIS requirements of senior management across Nomura Group (Retail, Wholesale, Corporate divisions) and regions (Japan, AeJ, EMEA and US). Team is responsible for monthly and quarterly reporting of Revenues, Expenses and other financial resources. Within CMA, Cost Control team caters to month end close and MIS requirements and provides Cost analytics to senior management of Nomura Group division across all regions. The team is comprised of dedicated regional groups based in Powai supporting Global stakeholders in Europe, Asia-Ex, Japan and US Position Specifications: Corporate Title Analyst Functional Title Senior Analyst / Assistant Manager Experience 3 - 6 years Qualification B.Com / M.Com / Postgraduate / MBA / CA Requisition No. 10659 Role & Responsibilities: Mind Set: Mandatory Desired Domain Strong communication skills with an ability to directly coordinate with global stakeholders Strong analytical skills and ability to perform under pressure Strong accounting knowledge Problem solver and ability to work independently Financial Services industry exposure Basic understanding of Investment Banking products Focus on driving process streamlining / improvements and creating efficiencies Technical Strong Excel and basic PPT knowledge Essbase Hands on experience in SQL / PowerBI would be an added advantage Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an ownership in own development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age. *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

Job Title: FIN_Cst Mgmt & Analytics_AN Job Code: 10452 Country: IN City: Mumbai Skill Category: Finance Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . Nomura Services, India supports the group s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: Powai Finance is an integral part of the CFO division and plays a key role in various Finance functions ranging from Treasury, Global Middle Office, Financial Control & Regulatory Reporting, Global Infrastructure, Cost Analytics and MI. Located strategically to cater to multiple time zones, Powai Finance ensures internal and regulatory deliverables across all regions are supported Business Overview: CMA team in Mumbai is an extension of the Global CMA team providing Analytical and Quantitative Support to the onshore teams. Team caters to Monthly book closure as well as MIS requirements of senior management across Nomura Group (Retail, Wholesale, Corporate divisions) and regions (Japan, AeJ, EMEA and US). Team is responsible for monthly and quarterly reporting of Revenues, Expenses and other financial resources. Within CMA, Cost Control team caters to month end close and MIS requirements and provides Cost analytics to senior management of Nomura Group division across all regions. The team is comprised of dedicated regional groups based in Powai supporting Global stakeholders in Europe, Asia-Ex, Japan and US Position Specifications: Corporate Title Analyst Functional Title Senior Analyst Experience 3-5 years Qualification Postgraduate / MBA / CA Requisition No. 10452 Role & Responsibilities: Mind Set: Mandatory Desired Domain Strong communication skills with an ability to directly coordinate with global stakeholders Strong analytical skills and ability to perform under pressure Basic accounting knowledge Problem solver and ability to work independently Financial Services industry exposure Basic understanding of Investment Banking products Focus on driving process streamlining / improvements and creating efficiencies Technical Strong Excel and PPT Essbase Hands on experience in SQL / PowerBI would be an added advantage Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an ownership in own development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age. *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.

About Wahed: We have a passion to reduce financial inequality and exclusion by building world leading financial products and services aimed at giving access to all. We are a New York headquartered Financial Technology (FinTech) company focused on serving values-based (shariah compliant) digital financial services to retail clients globally, starting with wealth management. We have an impressive global team aligned with this purpose and are looking for trail blazers in their fields that will take our customer delivery to new levels. We can promise you a digital first and truly international culture, as well as a fascinating immersion into the world of FinTech and Islamic finance. Job Description We are seeking a detail-oriented Compliance Associate in overseeing and enhancing our transaction monitoring process across the UK. The Ideal candidate will assist in identifying and investigating suspicious activities and ensuring compliance with regulatory requirements and supporting the regulated firm in meeting its anti-money laundering (AML) obligations. Transaction Monitoring: Perform daily transaction monitoring of customer transactions using internal systems and tools to detect potential money laundering, terrorist financing, fraud, and other financial crime risks Investigate alerts generated by internal transaction monitoring systems as well as those raised by our custodian, to analyse customer behaviour and document findings with appropriate rationale Collaborate with other teams (e.g., onboarding, KYC, operations, ) to obtain necessary customer or transactional information. Maintain accurate and detailed records for all transaction monitoring activities, ensuring relevant registers and systems are updated on a regular basis. Draft Suspicious Activity Reports (SARs) for filing with regulatory authority. Identify trends and patterns that may indicate financial crimes, including money laundering and terrorist financing. Maintain detailed case records and support compliance reporting requirements. Customer Due Diligence (CDD) & KYC: Review and verify Know Your Customer (KYC) documents for onboarding and existing clients Ensure adherence to customer due diligence (CDD) and enhanced due diligence (EDD) requirements. Support the compliance team in client risk assessments and risk-based approach analysis. Compliance Systems & Controls: Assist in the optimization and calibration of transaction monitoring systems. Work with the IT and Risk teams to enhance automated monitoring tools Recommend i mprovements in compliance processes to mitigate financial crime risks Regulatory and Compliance support: Support the MLROs in UK in ensuring compliance with AML/CFT regulations and internal policies Monitoring changes in AML/CFT regulations and contributing to policy updates where necessary Support MLROs in periodic review and enhancement of transaction monitoring rules, thresholds and systems. Job Specification Skills & Competencies: Masters / Bachelor s degree in Finance, Business, Law, or a related field. 2-4 years of experience in AML/Compliance, with a focus on transaction monitoring. Effective written and verbal communication skills is a must. Basic understanding of financial regulations or a strong interest in compliance and AML. Strong analytical, communication, and stakeholder management skills. Good analytical and problem-solving skills. Proficiency in Microsoft Office (Excel, Word, Outlook).

Lead end-to-end QE strategy for Comarch platform implementation in a digital wealth environment. Define test strategies across wealth use cases, integration with banking systems, and cloud deployments. Work closely with Comarch product and implementation teams to align on release quality. Manage cross-functional QE resources (functional, automation, performance, UX). Report quality metrics to both the bank s digital leadership and Comarch stakeholders. Overall Responsibility for Quality of testing and Timely delivery Key Driver of the Test improvement Initiatives Create Test strategy, Overall Plans, Resource requirements and allocation, technical skill areas Interaction with Client team on Project Risks & Concerns and resolution of issues Report project status to the Delivery or Program Manager. Ensure compliance with Client and QualityKiosk processes. Consolidate and report metrics for project activities. Knowledge Management on the project Create Test Design and Execution Plan and schedule of testing Assign tasks to the team members & manage workload efficiently Tracking project milestones and deliverables Managing the offshore team and monitor the work Providing the inputs / clarifications to offshore team Keeping track of new requirements from the project Daily Defect discussions Ensure adherence to onsite-offshore process and agreed timelines Coordinate with users for inputs, review and approvals Responsible for Metrics Measurement and Implementation Report upon testing activities, including testing results, to build test suite, write test cases coverage, defects Ensure adherence to test Processes Coordinate with various team in Client for UAT Must have experience with Digital wealth implementation Good to have working experience in Comarch wealth management Good to have working experience in UAE market