3643 Wealth Management Jobs - Page 27

Client Marketing & Lifecycle division is responsible of application related to Relationship manager Workstation, client onboarding (KYC) and Client Marketing needs to target client and generate contact opportunities. This BA role will be interfacing between business and technical development team to understand, gather and translate requirements. Responsibilities Direct Responsibilities Partner with internal global user groups to learn their business, processes, challenges, technology solutions and strategic objectives To understand the system functions and be able to define the evolutions of the functional architecture. Responsible for proper documentation of functional and non-functional specifications Review functional test cases with development and testing team/ manager. Manage and coordinate all end-to-end activities to deliver multiple projects (from scoping to implementation) to agreed parameters. Chair meetings with project stakeholders from all levels e.g., sponsor to project team, potentially in different locations. Collaborate with technical team member and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs; identify upfront dependencies with other teams potentially involved within the project. Actively manage project conflicts, dependencies, changes to scope, cost or schedule, risks, and issues, and ensure plans are in place to mitigate them with urgency, and communicate these to relevant stakeholders in a timely manner. Comply with Regulatory Requirements and internal guidelines; Contribute to the reporting of all incidents according to the incident management system. Technical & Behavioral Competencies Good knowledge of Front Office business processes- Client 360 view, Selling process and suitability. Prior knowledge working in client referential data, KYC is a must. Ability to work in fast-paced environment. CRM experience with tools like Finantix or salesforce or WDX or in-house tools. Technical knowledge like PL/SQL, Oracle forms, HTML, XML, Java is a plus. Conversant with JIRA / Confluence is a plus. Conversant with any wireframe tools is a plus. Specific Qualifications (if required) Bachelors Degree or equivalent experience required 3 years experience in Wealth Management / Private banking Skills Referential Behavioural Skills : Communication skills - oral & written Ability to deliver / Results driven Critical thinking Ability to collaborate / Teamwork Transversal Skills: Ability to understand, explain and support change Ability to develop and adapt a process Ability to manage / facilitate a meeting, seminar, committee, training Ability to anticipate business / strategic evolution Analytical Ability Education Level: Bachelor Degree or equivalent

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You will engage in discussions to refine application designs, ensuring they align with business objectives while maintaining a focus on user experience and efficiency. Your role will also include reviewing existing applications to identify areas for improvement and innovation, ultimately contributing to the overall success of the projects you are involved in. Roles & Responsibilities:- Expected to be an SME.- Collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate workshops and meetings to gather requirements and feedback from stakeholders.- Mentor junior team members to enhance their skills and knowledge in application design. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP Portfolio and Project Management.- Strong analytical skills to assess business requirements and translate them into technical specifications.- Experience with application design methodologies and best practices.- Ability to work collaboratively in a team environment and manage multiple priorities.- Familiarity with project management tools and techniques. Additional Information:- The candidate should have minimum 12 years of experience in SAP Portfolio and Project Management.- This position is based at our Hyderabad office.- A 15 years full time education is required. Qualification 15 years full time education

The candidate will have the opportunity to work within WMIS as a Business Analyst closely with various teams to design & develop solutions aligned with our overall strategy. Responsibilities As Senior Business analyst, you will play an important role in projects by working closely with development team, Business and various transversal teams like Document Management, IT Security, IT Risk, Architect, Application Integration, and Production Support. You will report to Division head in Singapore Technical & Behavioral Competencies Very good experience in business analysis in Document management Good experience in working as BA for multiple minor Document management projects in parallel Possess ability to manage various interested parties such as stakeholder, subject matter expert, third party vendor, contractor and business user Good understanding of business needs from end users and document well the scope and requirements, followed by Specification sign-offs. Proactively communicate and collaborate with external and internal third-parties to analyze information needs and functional requirements and deliver the following artifacts as needed: Functional specifications, Use Cases, Screens design and Interface designs Define requirements focusing on users needs rather than users solution expectations, using various and appropriate tools: interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, tasks and workflow analysis Drive and challenge business units on their assumptions of how they will successfully execute their plans Experience in Wealth management functional knowledge A high understanding of how Document management works in Wealth Management A proven track record of collaborating and delivering in matrix environments by driving consensus and constructively challenging Good knowledge of task management, time management, risk management Excellent analytical skills combined with strong written and verbal communication skills Focused approach on objectives and can-do-attitude Very good organized and experience in prioritizing the project tasks Able to independently manage complex project functionalities An excellent communicator with good presentation skills Good Project committee presentation skills Ensure all functional audit issues and project risk are managed to meet resolution deadlines Highlights any potential concerns /risks and proactively shares best risk management practices Takes accountability in project issues and discuss with concerned team members and manage the issue well To motivate, engage and develop each member of the project team functionally Specific Qualifications (if required) Bachelors Degree in computer science or computer engineering 8 to 10 years of hands-on experience as Business Analyst Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Ability to deliver / Results driven Client focused Communication skills - oral & written Transversal Skills: Ability to understand, explain and support change Ability to anticipate business / strategic evolution Analytical Ability Ability to develop others & improve their skills Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 7 years Other/Specific Qualifications (if required) -

Client On-Boarding teams goal, is to ensure a global and consistent first service is rendered to the clients. Ensure practices are adhered to banks standard procedures and guidelines with an emphasis in the area of compliance. Keeping abreast with the changes in regulations (site, regional, global, HO), assess its impact. Responsibilities Direct Responsibilities Work closely with internal customers to provide support to on-boarding of clients to the Bank. Maintain sound work processes and integrity of client data. Maintain workflows in accordance with site specific (SG/HK) requirements and ensure they are understood. Controls are in place with regards to safe custody of account documentation, potential operations risks associated with users requests to access database of sensitive client data, signatures and document images. Administer request from internal regulators, internal stakeholders with respect to audit review . Provide feedback and escalate issues to the appropriate functions and management. Contributing Responsibilities Understand the principles and be familiar with Client databases requirements individuals/Corporates/Holding Companies/Trust Accounts. Technical & Behavioral Competencies Ensure Integrity of Creation and Maintenance of Client Data and meeting SLA & KPI. Manage processes of closure of accounts. Link clients to banking service tools (eg Direct access to advisory desks,dormant,deceased accounts, Blocking / Unblocking of accounts , etc) as requested as part of support handling. Ensure all clients documents/files are stored securely whether electronically, through Image scanning or in paper format. Support internal customers queries related to clients data/profiles to facilitate processes. Prepare regular reports for Management review (daily / weekly / monthly / quarterly / periodic statistics) Ensure timely processing of static data inputs request. Appropriate and confidential handling of client data and information. Provide Regional Support following SG and HK time and public holidays. Work within a team with an adaptable flexible approach, coordinate with team members and internal customers to resolve complex cases and address issues in a timely manner. Be open to change and support the vision of working in a fully transversal operation. Ability to share information and eventually train new team members. Abide with operational risk procedures and escalate incidents to Management where necessary. Contribute to the implementation and controls for daily processes and assist with the update of procedures. Report and escalate concerns / issues to Manager when required. Liaise regularly with the following internal groups to ensure a smooth support process: WM COB SG/HK , Compliance, Legal , FO team, Client on-boarding and due diligence team in Singapore / Hong Kong or other support team within WMHK/WMSG that have any involvement in the Client On-boarding process. Good communication & Interpersonal skills. Fluent in English (spoken and written) Basic PC skills and MS office knowledge Demonstrate good analytical skills. Ability to work under pressure and exhibit problem solving skills Team player, Independent, positive attitude and attention to details. Specific Qualifications (if required) Fresher or Maximum 1-1.5 years of relevant working experience. Bachelors level degree or professional qualification. Skills Referential Behavioural Skills : Ability to collaborate / Teamwork Attention to detail / rigor Client focused Adaptability Transversal Skills: Analytical Ability Ability to anticipate business / strategic evolution Ability to understand, explain and support change Choose an item. Choose an item. Education Level: Bachelor Degree or equivalent Experience Level Beginner Other/Specific Qualifications (if required) -

Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the teams goal. Responsibilities Direct Responsibilities Understanding of structured test methods and processes of both SDLC and STLC Proactively communicate and collaborate with team to analyze testing requirements and deliver the following artifacts as needed: Test Plan, Test strategy Test Cases, Test Completion Report and sign-off, exception reporting and follow-up. Creation of good quality test scenarios for manual testing, reviewing and validating them with BA and inputting in ALM Execution of manual test cases, issuing reports (DSR, RCA, etc.) and sharing with the test manager on a timely manner Execution of end-to-end integration testing in collaboration with other applications teams Testing effort estimation based on the requirements from BAs, PMs. Experience in managing and maintaining test data, which allows reproducible results and comparison between successive tests runs. Strong analytical and quick learning skills required, to handle test cases in a rich and complex architecture with many interconnected applications. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, managers, subject matter experts and technical teams. Execution of performance test scenarios, propose efficient ways to do performance testing. Participate and contribute to all Agile / Scrum rituals of the squad (daily stand-up, grooming, sprint planning, retrospective meetings) Reporting to test lead & manager on the test activities progress and data gathering to generate metrics. Automation script development & maintenance, knowledge on the automation framework is an advantage. Experience on HP ALM Octane. Contribute to analysis of defects and identification of root cause and pattern. Coordinating various upstream or downstream application teams requesting test data and support while execution of test cases Ability to accommodate more than one testing at a time for concurrent projects testing Contributing Responsibilities 5+ and less than 9 years relevant experience in software testing in Banking domain Experience working in scrum team * Proficient in test life cycle management using HP-ALM/ALM Octane Manual Functional testing with various techniques on Identifying required test data or mockup required test data. Integration testing with Stubs and Drivers on System Integration testing, End to End testing. Identifying regression test cases from existing pool of functional test cases or create them if they are not available. Hands-on experience in writing test cases for complex projects, test data preparation and test execution. Hands on experience in writing performance test cases. Good oral & written Communication skills. A good team player with problem-solving attitude. Analytical and precise: Capacity to challenge the team and convince based on facts. Technical & Behavioral Competencies 5+ and less than 9 years experience as a Test Analyst in a financial institution Strong Functional knowledge of Back Office processes, financial products, trade life cycle obtained either through an IT core system implementation project or via positions held within the Operations department of Bank. Strong exposure to Securities and derivatives/Wealth management Exposure to trading products testing is a plus Automation knowledge (Good to have) Proficient in Quality center/HP-ALM-Octane and JIRA Specific Qualifications (if required) Skills Referential Behavioural Skills : Ability to collaborate / Teamwork Ability to deliver / Results driven Communication skills - oral & written Ability to share / pass on knowledge Transversal Skills: Ability to understand, explain and support change Analytical Ability Ability to develop and adapt a process Education Level: Choose an item. Experience Level Choose an item. Other/Specific Qualifications (if required) -

The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development (Format, screen, profile.) Perform Actuate Reports development and support Help / act as BA for various topics. Asset documentation Perform functional testing of PMS domain systems (formalization in ALM System) Perform Business Analysis, interacting with various business representatives Write technical specifications for developments done by technical teams (Unix, Java, WTX maps) Prepare technical deliveries and support implementation by integration teams. Propose solutions and improvements Contribute to key and strategic projects Contribute to Support Activities Perform Project Management activities Perform quality reporting and controls in line with the Teams QACMP Applications managed by the team : Triple A core objects, Triple A data model, functional asset unicity Knowledge of R24, IRIS, TTI, TFI is added advantage. Train other junior team members. Technical & Behavioral Competencies Functional knowledge Minimum Proficiency Level General knowledge about private banking or asset management environment Skilled (4-5 years experience) Business Analysis Skilled (4-5 years experience) Technical skills Minimum Proficiency Level Securities (Equities, bonds, derivatives, Struct. Prods) Skilled (>3 years experience) Portfolio Management (asset allocation, rebalancing, ..) Skilled (>3 years experience) FX / Money market Skilled (>3 years experience) Performance Skilled (>3 years experience) Payments Medium (2 years experience) Cash Management Medium (2 years experience) Technical skills Minimum Proficiency Level Oracle, Sybase Medium (4 years experience) Triple A TSL/API framework Medium TripleA Scripting and system set up Skilled (>5 years experience) TripleA Front end (GUI) development Format, Screen, Profiles, Meta dictionary, Default values, List , Classification etc Must (>5 years experience) Unix (shell scripting) Medium (2 years experience) Quality Assurance / Project Management process Medium (2 years experience) Testing Skilled (>3 years experience) Actuate Skilled (>5 years experience) Other skills Minimum Proficiency Level Communication skills Good Team player Good Analytical skills Excellent Specific Qualifications (if required) Minimum qualifications and Experience : Bachelor degree (with major in computer science or finance) 5 years experience in the private banking or asset management industry 5 years experience in IT Development activities Other Value-added Competencies : Working in Agile / Scrum methodology (Good to have). Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Communication skills - oral & written Attention to detail / rigor Adaptability Transversal Skills: Ability to understand, explain and support change Analytical Ability Ability to anticipate business / strategic evolution Ability to develop and leverage networks Ability to set up relevant performance indicators Education Level: Bachelor Degree or equivalent Experience Level At least 5 years Other/Specific Qualifications (if required) Previous working knowledge on Temenos TripleA system is must. Knowledge of process methodology Experience of business support in a Wealth Management organization is a plus Some knowledge of French language is a plus -

Does financial data excite youWe re looking for someone like that to provide support to the branch team. You ll: assist financial advisors providing analytical information and aiming to understand the client s goals create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients analyze and interpret portfolio performance reviews perform business analytics as needed to support financial advisors Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: Bachelors degree Must have a wide degree of business / product knowledge, technology savvy, and people skills 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function Advance excel and VBA skills preferred Ability to think outside the box to identify areas of opportunities You are: an excellent communicator with good interpersonal skills analytical and logical a dynamic and flexible team player Highly motivated, able to work independently and apply own initiative Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Are you a master of MT564/MT568Can you correlate your actions with impact on clientsAre you keen at being at pulse of Wealth ManagementWe re looking for someone like that who can: Self driven individual who takes up roles and responsibilities seriously An Individual who like to challenges status quo Someone who has good amount of Income and CA acumen to connect dots between pre and post activities, once event is set up Communicate with supervisors to make them aware of any potential problems or Risks Obtain accurate, comprehensive and timely corporate action related information (e. g. DRIP/DVOP, CHAN, LIQU, REDM, INTR, DVCA etc. ) Interpret announcement information on various corporate actions for potential deadline sensitive terms Discrepancies and exceptions need to be resolved promptly Understand and adhere to all departmental procedures and controls Adherence to the quality standards and procedures laid down in the team Research plus review more complicated corporate action events using database system. Identify all eligible holders, develop and ensure to distribute notifications related to corporate market events complex in nature Resolve all discrepancies; ensure to take action on everyday matters as well as inquiries from all external clients plus internal departments Ensure to escalate more complicated issues complying procedures to assure timeliness and processing accuracy Convey and manage entire event deadlines Ensure to reconcile SWIFT MT564 / MT568 (notifications/narrative) as received from global custodian versus customer positions held at back-office systems You ll be working in the Corporate and Income section in Pune. We are responsible for the correct and timely processing of Corporate Action and Income transactions. This includes cash payments such as dividend, interest, liquidation and redemption or corporate events like merger, capital increase, tender or purchase offer and stock split on equities, bonds or hedge fund products. As a strong member of the team you will work closely within the integrated value chain and our global / international interfaces. You have: a degree in business or commerce experience in financial services relevant experience in securities products, ideally in Corporate Actions and Income processing command of Microsoft Excel / Power Point / Word / Outlook Prior solid working experience in finance management at least 4 years Effective written and verbal communication skills in English Ability to prioritize tasks accordingly You are: totally focused on client service and timely execution of task orders motivated, self-directed and driven (always staying up to date and improving) fluent in German and English (knowledge in French or Italian language is a plus Knowledge of financial concepts and terminology, especial in Corporate Action / Announcement Utility Experience in a work environment which required attention to detail and adherence to specific rules and standards required Ability to multitask in a fast paced environment Good knowledge of Excel & Word and SWIFT Strong written and verbal communication skills in English required Ability to research and understand financial concepts Candidate should be willing to work in international shifts

We have an opportunity to impact your career and provide an adventure where you can push the limits of whats possible. As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking -Banking and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Build and drive adoption of standardized telemetry, monitoring, alerting, and analysis tools and practices, while identifying and supporting observability and anomaly detection metrics tailored to the needs of specific applications and products Identify production incident themes and drive improvements across applications and product groups and work with teams to drive, support, and measure adoption Own standardized deployment and recertification processes and documentation, ensure and support cross-application adoption Define and ensure adherence to service level objectives for capacity and response time, specific to user journeys and applications Collaborate with architects and product teams to enhance application resiliency and implement Idempotency principles across transaction lifecycles. Conduct knowledge transfer sessions on operational best practices and establish support channels for developers to enhance their operational capabilities. Achieve AI/ML certifications for team members to enhance technical capabilities and expertise. Adds to team culture of diversity, equity, inclusion, and respect Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 5+ years applied experience. Hands-on experience with cloud-based applications, technologies and tools, deployment, monitoring and operations, such as Kubernetes, Prometheus, FluentD, Slack, Elasticsearch, Grafana, Kibana, etc. Relational and NoSQL databases; developing and managing operations leveraging key event streaming, messaging and DB services such as Cassandra, MQ/JMS/Kafka, Aurora, RDS, Cloud SQL, BigTable, DynamoDB, MongoDB, Cloud Spanner, Kinesis, Cloud Pub/Sub, etc. Networking (Security, Load Balancing, Network Routing Protocols, etc. ) Demonstrated experience in the fields of production engineering and automation. Strong understanding of cloud technology standards and practices. Proficiency in utilizing tools for monitoring, analysis, and troubleshooting, including Splunk, Dynatrace, Datadog, or equivalent. Preferred qualifications, capabilities, and skills Ability to conduct detailed analysis on incidents to identify patterns and trends, thereby enhancing operational stability and efficiency. Familiarity with digital certificate management and automation tools. Knowledge of frameworks such as CI/CD pipeline. Excellent communication and collaboration skills. We have an opportunity to impact your career and provide an adventure where you can push the limits of whats possible. As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking -Banking and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Build and drive adoption of standardized telemetry, monitoring, alerting, and analysis tools and practices, while identifying and supporting observability and anomaly detection metrics tailored to the needs of specific applications and products Identify production incident themes and drive improvements across applications and product groups and work with teams to drive, support, and measure adoption Own standardized deployment and recertification processes and documentation, ensure and support cross-application adoption Define and ensure adherence to service level objectives for capacity and response time, specific to user journeys and applications Collaborate with architects and product teams to enhance application resiliency and implement Idempotency principles across transaction lifecycles. Conduct knowledge transfer sessions on operational best practices and establish support channels for developers to enhance their operational capabilities. Achieve AI/ML certifications for team members to enhance technical capabilities and expertise. Adds to team culture of diversity, equity, inclusion, and respect Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 5+ years applied experience. Hands-on experience with cloud-based applications, technologies and tools, deployment, monitoring and operations, such as Kubernetes, Prometheus, FluentD, Slack, Elasticsearch, Grafana, Kibana, etc. Relational and NoSQL databases; developing and managing operations leveraging key event streaming, messaging and DB services such as Cassandra, MQ/JMS/Kafka, Aurora, RDS, Cloud SQL, BigTable, DynamoDB, MongoDB, Cloud Spanner, Kinesis, Cloud Pub/Sub, etc. Networking (Security, Load Balancing, Network Routing Protocols, etc. ) Demonstrated experience in the fields of production engineering and automation. Strong understanding of cloud technology standards and practices. Proficiency in utilizing tools for monitoring, analysis, and troubleshooting, including Splunk, Dynatrace, Datadog, or equivalent. Preferred qualifications, capabilities, and skills Ability to conduct detailed analysis on incidents to identify patterns and trends, thereby enhancing operational stability and efficiency. Familiarity with digital certificate management and automation tools. Knowledge of frameworks such as CI/CD pipeline. Excellent communication and collaboration skills.

If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance. We are currently seeking an experienced professional to join the WPB team. Principal Responsibilities The incumbent will be responsible for facilitation of the asset sales process including customer interface, document completion, interaction on behalf of RMs with builders/societies in case of mortgage cases , discrepancy resolution etc. Would be responsible for Asset Product Disbursal of the region Facilitate business new as well as existing cases with the branch asset specialists. Develop an expert knowledge of customer base, market trends, and competitor activities in order to manage strategic direction Engage with builders, and other intermediaries to develop business for the region. Daily co-ordination with internal stakeholders such as underwriting, Legal, etc. for pre & post approval activities. Provide dedicated back-end support to Branch RMs in the login, approval and disbursal of their applications. Interact with senior business managers to identify peer company best-in-class service practices & technologies Operational effectiveness: Ensure that discrepancy rates of pre & post approval applications are within acceptable benchmarks Ensure nil fraudulent application Requirements Graduate/ Post Graduate in any discipline with 4-7 years of relevant experience. Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Chandigarh , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Independently manage the assigned distributor channel/network and also enhance the scope of distribution Establish & Manage relationships through a regular calling programme Organise promotional activities and ensure high share of mind of our products, increase the visibility of HSBC Mutual Fund Schemes and PMS schemes and improve awareness of our schemes Organise and facilitate investor and distributor meetings Organise and conduct training sessions for the Channel Work closely with the Investment management team to equip the sales force in the channel with details on the Markets and Products, and be able to communicate the key features of our products over competition. Provide regular performance, product and competitor updates Deliver sales budgets for the given geography/distributor portfolio Procure new and maintain direct relationships with assigned customers/network clientele Productively work with the Operations/Customer Service to ensure efficiency is maintained. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 10 to 12 years of experience in Wealth management in a clientfacing role involving Mutual Fund Sales Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply NISM Certificate Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

No sales involved, Review client profile & offer tailored investments Build client relationship through regular reviews, communication, meet Prepare documents for Estate Planning (will be trained) Added Advantage: Knowledge in personal taxation

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Signature / Inisgnia RM : IN Leading PVT Sector BANK!! Mumbai / Thane Job Title: Signature / Inisgnia RM Location: Mumbai / Thane CTC : Signature RM : 10LPA Inisgnia RM : 18LPA Position Purpose: To generate revenue by acquiring new clients and cross-selling Wealth and Business Banking products to individuals and business owners. Key Responsibilities: Increase liability and investment portfolios through new client acquisition and deepening existing relationships. Drive revenue through cross-selling business banking and wealth products like Forex, Insurance, Investments, and Retail Assets. Focus on acquiring and managing potential high-value clients (businesses, individuals, and NRIs). Increase product penetration by offering more products to each client. Regularly review client portfolios and provide financial check-ups. Collaborate with product specialists for tailored solutions to clients. Ensure adherence to compliance processes and improve documentation quality. Maintain total client ownership and 360 engagement. Qualification: Graduate Experience: 6+ years in Business Banking or relevant field. Apply Now! URGENT HIRING IN Leading PVT Sector BANK. Send your resume to [people1qc@gmail.com] - SHRADDHA BAMNE OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

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.

Job Details: Position: Research on Fund Managers (Alternative Assets)- Investment Portfolio Job Location: - Mumbai Shift Timing: - 12:30 PM to 9.30 PM Hybrid Policy: 3 days from office and 2 days work from home Role & responsibilities Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a company research template Organizing and ensuring that the company research template is filled in correctly and lacking errors, so it is ready for distribution to companys research group Amending and fixing research template errors based on direction from companys research group Making sure the accuracy of the data inserted into the company research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings Preferred candidate profile Experience in global markets with adequate exposure in multi-asset/alternatives asset classes Prior experience in asset management or investment/fund due diligence with strong understanding of investment strategies CFA Charter holder and/or progress towards CFA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Interested candidate can share their CV at aishwarya@beanhr.com

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. * Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. * Create an incremental SIP Book * Will be responsible for achieving New Business development targets by reactivating / activating new clients. * Ensure all clients are met on a regular basis. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular communication and portfolio reviews. Collaboration with internal teams is crucial to provide seamless branch banking services while ensuring compliance with regulatory standards and internal policies. Active involvement in business development activities to acquire new clients and enhance the portfolio will be a key focus. To excel in this role, you should hold a Bachelor's degree in finance, economics, business administration, or a related field, coupled with at least 6 years of proven experience in wealth management, particularly in handling HNI clients and offering customized investment solutions. A solid grasp of financial markets, investment products, and portfolio management is essential. Your interpersonal and communication skills should be excellent, enabling you to establish trust and rapport with clients. The ability to work collaboratively within a team and across departments will be vital. Possessing certifications such as CFP, CFA, or equivalent would be advantageous.,

Roles and Responsibilities: As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. Key Responsibilities: Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses. Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs). Meet all UHNI & Corporate Clients of the respective branch and franchisee. Responsible for achieving branch profitability . Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc. Responsible for the expansion of the client base , including HNI, ground (direct), and web clients. Develop business through the appointment of new franchisees in the assigned territory. Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers. Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization. Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability. Preferred Candidate Profile: Graduate or above. Must be from the Wealth Management sector . Excellent communication skills. Proven capability in team handling .

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. - Prospect and acquire new NRI customers through various channels, including referrals, networking, and digital platforms. - Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions. - Provide expert advice and guidance on NRI banking products and services, including NRE/NRO accounts, remittances, investments, and wealth management solutions. Perks and benefits:- Attractive Growth, Conveyance and Joining/Confirmation Payouts

1-Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI clients. 2-Cross Selling of other financial products like MF and Structured products. 3-Meet the required AUM.

Designation: Senior Process Executive Experience: Min 1 Year in International Voice Support Qualification: Commerce Graduate CTC: Up to 5.75 LPA + Incentives & Allowances Night Shifts Location Bangalore (Work from Office) Contact Payal 9257655181

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance