3636 Wealth Management Jobs - Page 3

Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Uses extensive knowledge to consult on complex compliance and risk issues. Keeps abreast of new laws and regulations to determine impacts on firm compliance standards. Collaborates with management to develop new policies and practices to ensure compliance with legal requirements.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience Roles and Responsibilities: Leads highly complex projects and serves as a subject matter expert for operational compliance issues. Provides guidance to lower-level associates working on less complex issues.Responsible for ensuring that team members across the firm are aware of internal processes regarding compliance and that they are implementing programs to follow policies applicable to their areas.Serves as an advisor to the business on compliance-related issues. Consults with managers on new firmwide policies, guiding them on matters related to implementation and compliance; monitors ongoing compliance across all teams. Designs andExecutes education and training programs for employees whose functions or responsibilities involve compliance with applicable firm policy and regulatory and industry laws.Leads projects to resolve process issues and to evaluate plan documents and administrative forms for compliance issues.Collaborates with management on plan design and/or administrative enhancements to influence best practices while meeting client objectives.Conducts formal vendor performance reviews to help inform vendor selection process. Provides leadership with due diligence reports when new vendors are required and rationale for vendor changes. May participate in vendor selection and negotiation of contracts. Qualification Any Graduation

You will be working as a Virtual Relationship Manager at Equirus Wealth Private Limited located in Ahmedabad. Equirus is a prominent mid-market investment bank known for its expertise in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The organization is committed to providing top-notch advisory services to clients for their investments, assisting corporates in their growth and capital requirements, and aiding families in managing their wealth. Led by experienced bankers, Equirus collaborates with esteemed investors to deliver exceptional results. Your responsibilities will include onboarding customers and fulfilling digital KYC requirements across all customer segments, promptly addressing and resolving customer inquiries, and educating existing and potential customers about investment products or services using provided scripts. It will also involve handling customer queries, understanding their needs, closing sales, guiding high net-worth prospects to the field sales team if necessary, updating customer information in the database, processing transaction orders accurately, and managing grievances to uphold the company's reputation. Moreover, you will be expected to maintain call and sales records and gather valuable information. To qualify for this role, you should be a graduate with at least 2 years of proven experience as a Tele Sales & Service Representative or in a similar sales/customer service position within the Banking, Wealth Management, Insurance, or related Financial Services sector. A sound understanding of the KYC process for Mutual Funds and a successful track record of meeting sales quotas, preferably over the phone, are essential. Proficiency in relevant computer programs such as Excel and CRM software, as well as telephone systems, is required. You should have the ability to learn about investment products and services and effectively communicate this information to prospects. Additionally, fluency in English and the regional language of the state, along with strong communication and interpersonal skills to resolve issues and handle complaints, are necessary. The role offers a negotiable salary and falls under the category of Digital Service Relationship Manager in the Wealth Service RM department at Equirus Wealth Private Limited. This is a full-time position based in Ahmedabad, India, Asia.,

As a Senior Trade Surveillance Analyst at UBS, you will be responsible for performing automated and manual market conduct surveillance activities across the Investment Bank and Wealth Management division. Your role will involve analyzing potentially suspicious activities flagged by systems, engaging with business stakeholders on market conduct-related matters, and driving continuous process improvements. You will also contribute to strategic projects and automation/optimization initiatives. In this individual contributor role, you will be part of the Market Conduct Surveillance Team in Pune. Your responsibilities will include learning about UBS and its clients" trading strategies, understanding regulatory frameworks of exchanges and markets, investigating flagged events, preparing investigative reports, and actively participating in team discussions, investigations, and knowledge sharing. Additionally, you will work in an international team with a regional mandate. To excel in this role, you should have at least 10 years of relevant work experience in the Trade Surveillance domain, with a strong knowledge of Investment Banking and Wealth Management businesses, financial markets, products, and trade lifecycles. You should be capable of independently investigating and reviewing alerts generated by surveillance systems and conducting market conduct investigations for complex cases. Furthermore, experience in engaging with external surveillance vendors and advocating for system/control design changes will be beneficial. UBS is the world's largest and the only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. With a presence in over 50 countries, UBS offers a diverse and inclusive work environment that values collaboration, diversity, and individual empowerment. Join UBS and be part of a team dedicated to ongoing success, with a focus on new challenges, a supportive work environment, opportunities for growth, and flexible working options. UBS is committed to disability inclusion and offers reasonable accommodations throughout the recruitment process. As an Equal Opportunity Employer, UBS values and respects the diverse cultures, perspectives, skills, and experiences within its workforce.,

We are looking for candidates who have cleared their INTERMEDIATE/IPCC CA exams/ MBA with finance or Banking finance, Investment Banking, Wealth Management for the post of Business Analyst. Responsibilities 1) Requirements gathering, 2) Work with BFSI sector, Investment banking, wealth management, treasury and loans 3) Documentation of scope and scenarios, 4) Project Planning/Tracking/Presentation and Coordination with key stakeholders, 5) Offsite/Onsite Application Support - Issue tracking, Change management, User Training, Audit support 6) Testing/Diagnosis of complex business scenarios 7) Team building Required Qualifications/Skills INTERMEDIATE/IPCC CA exams with 3 years of Articleship Bachelor's or Masters degree (B.com, M.com, MBA (Finance) with 1-3 years of work experience as Business Analyst Basic documentation/presentation experience Good communication and interpersonal skills Analytical thinking and problem solving capability Planning, organizational, and time management skills Proficient in Excel (compulsory)

Responsibilities: Lead a team of associates in various verticals of finance that are supporting operations of the Salt Lake City (SLC) Shared Services Center. Be a part of the growth of the team in Bangalore, including recruitment. Liaise with the team in the US regarding their requirements and service level agreements for each role. Be the single point of contact for all SLC stakeholders. Onboarding of associates and help in transitioning the work of each new associate. Responsible for developing and coaching of the team members. Monitoring the quality of work done and manage the flow of day to day operations. Oversee successful completion of all team tasks and responsibilities Continuous Process improvements and any value add that can be implemented in each process from JCPenney Bangalore. Create reports to measure the performance of each vertical and present to the management monthly. Constant communication with the team and associate engagement. Supports departmental and center-wide initiatives and goals. Core Competencies & Accomplishments: Varied exposure to various verticals in Finance Accounts Payable, General Accounting, Fixed Assets etc. Excellent communication and leadership skills. Should have handled a team. Looking for high energy, team-oriented leader who constantly strives for personal and team improvement. Experience/Education: 4-5 years accounting experience is preferred, with the experience of leading a team. B Com graduate/MBA.

Job Title: Premium Current Account Manager (PCAM) Department: Retail Branch Banking / Business Banking Location: Mumbai Experience Required: Minimum 4 years in business banking Key Responsibilities: Acquire high-value current account customers (individuals & businesses) Drive CASA (Current Account Savings Account) growth with a focus on premium segment Identify and onboard trade & SME clients with large transaction volumes Cross-sell banking products: cash management, payment gateways, insurance, forex, etc. Ensure KYC compliance and smooth onboarding process Develop and maintain long-term relationships with clients to generate repeat business Monitor account activity and ensure high activation and utilization rates

Contribute to the development of the strategy and implementation of the Business Plan for Burgundy Private Segment of Axis Bank partnership. Define directions and objectives considering both internal and external scenarios to maximize revenue and profitability from the relationship. Sustain a successful relationship with the partner, characterized by a high level of strategic alignment & tactical engagement in the life insurance business. Contribute to the development of the strategy and implementation of the Business Plan for Burgundy Private Segment of Axis Bank partnership. Define directions and objectives considering both internal and external scenarios to maximize revenue and profitability from the relationship. Sustain a successful relationship with the partner, characterized by a high level of strategic alignment & tactical engagement in the life insurance business.

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people , Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. Were in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, weve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, weve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

The ideal candidate will have a strong background in sales management and a proven track record of success. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain strong relationships with customers and stakeholders. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive growth. Monitor and control sales expenses to ensure profitability. Job Requirements Proven experience in sales management with a minimum of 3 years of experience. Strong leadership and team management skills. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills.

Role: Avaloq developer Experience:3-8 years Location: Mumbai Budget: 15LPA-19LPA No. of Openings: 10 Share your resume on suzanjadhav.bnh@gmail.com Required Skills and Qualifications: Bachelors degree in computer science, Information Technology, or a related field. 3 to 5 years of proven experience as an Avaloq Developer. Stock Broking background. In-depth understanding of the Avaloq Banking Suite modules and functionalities (e.g., core banking, payments, securities, wealth management. Need tech screened profiles with immediate to 30 days joiners . Job Summary: We are seeking a highly motivated and experienced Avaloq Developer to join our growing team. In this role, you will be instrumental in designing, developing, and implementing robust and scalable solutions on the Avaloq Banking Suite. You will work closely with business analysts and other technical teams to translate complex business requirements into technical specifications and deliver high-quality software. Responsibilities: Design, develop, test, and deploy custom solutions within the Avaloq Banking Suite, including Avaloq Script, PL/SQL, and other related technologies. Analyse business requirements and translate them into technical designs and specifications. Perform system configuration, customization, and integration of Avaloq modules. Conduct thorough unit testing, integration testing, and support user acceptance testing (UAT). Troubleshoot and resolve technical issues, providing timely and effective solutions. Collaborate with cross-functional teams, including business analysts, project managers, and other developers, to ensure successful project delivery. Participate in code reviews, ensuring adherence to coding standards and best practices. Contribute to the continuous improvement of development processes and methodologies. Stay up to date with the latest Avaloq features, functionalities, and industry trends.

You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio reviews, staying up-to-date with market trends and regulatory guidelines, collaborating with internal teams for client onboarding and compliance checks, building and maintaining long-term client relationships, achieving business targets, and organizing client meetings, webinars, and financial literacy sessions. To excel in this role, you should have 2 to 5 years of experience in wealth management, financial planning, or investment advisory, along with certification in NISM (Investment Adviser / Mutual Fund Distributor). Knowledge of investment products, taxation, insurance, and risk assessment tools is essential, as well as strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software is required, along with high integrity, ethical standards, and a client-centric mindset. Having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous, along with exposure to HNI/UHNI client management and experience with digital wealth platforms and tools. If you are ready to shape the financial future of clients and meet the qualifications mentioned above, please apply now by sending your CV to: fawas.m@ixiligence.com. This is a full-time position that requires in-person work in Trivandrum, Kerala.,

As a Senior Business Analyst specializing in Wealth Management Transformation, you will play a crucial role in a dynamic team dedicated to driving strategic initiatives across various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your expertise in wealth management products and services will be instrumental in leading large-scale business analysis and transformation projects, working closely with stakeholders to identify areas for improvement, and creating detailed business requirements aligned with transformation goals. Your responsibilities will include conducting gap analyses, proposing data-informed optimizations, facilitating workshops to align strategy and execution, and delivering actionable insights to senior leadership. You will collaborate with advisors, investment teams, and IT professionals to drive end-to-end transformation projects in financial services and banking environments. Additionally, you will mentor junior analysts and foster a culture of continuous improvement within the team. To excel in this role, you should have at least 7 years of experience in business analysis, with a minimum of 3 years in wealth management or financial services. Your strong domain knowledge across various wealth management domains and proven track record in driving transformation projects will be essential. Proficiency in financial modeling, investment analysis, and tools such as Excel, PowerPoint, Visio, JIRA, and Confluence is required. Exposure to SQL, Python, and data visualization tools like Tableau, Power BI, or QlikView is highly preferred. Familiarity with Agile methodologies and excellent communication skills are also crucial for success in this position. Joining our team will provide you with the opportunity to work on mission-critical transformation projects in a globally-aligned Wealth Management platform. You will collaborate with leaders in investment strategy, advisory, and digital innovation, leveraging cutting-edge tools in financial modeling, analytics, and machine learning. We offer a supportive culture that encourages learning, leadership development, and career advancement, along with competitive compensation, work-life balance programs, and access to next-gen investment platforms. If you are a data-savvy analyst passionate about driving transformation in the wealth management domain, and eager to make a meaningful impact, we invite you to apply now and become a valuable member of our future-focused team.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Professionals with work experience around 7 to 10 years on one or more of Banking areas (any of the below) in Finacle including Lending (Securitized, Unsecure, Mortgages), Regulatory and Compliance, Treasury and Investment Banking, Wealth Management, and Finacle DEH (Digital Engagement Hub). As a Business Analyst in one or more Banking transformation projects, your key responsibilities will include working closely with the Product Owner to define the epics and user stories, driving overall work stream activities, managing day-to-day functional activities of the project, developing and configuring efficient implementations, and ensuring the product operates as specified by debugging and resolving issues observed during testing. Mandatory Skills: Technical: - Experience in Core Banking projects like Implementation, Upgrade, Application Development and Maintenance across geographies - Providing technical solutions, preparing Technical Specification documents, and understanding configuration and customization requirements - Knowledge of databases, infrastructure, application servers, Technical Architecture, Security, and Performance management - Understanding of banking solution and technology architecture, data models, and structure - Ability to understand API specifications, integration patterns, and documentation of the same - Experience in evolving banking technology landscape such as Microservices, Cloud, Devops, RPA (Automation), etc. - Proficiency in project management tools like JIRA Functional: - Strong consulting skills, business process and workflow design - Experience in requirements gathering, documentation, and gap analysis in Banking areas - Documenting epics and user stories for functional and non-functional requirements - Analytical thinking, customization approach, and configuration mapping - Excellent client-facing skills, reviewing test cases, and guiding the testing team and Business as needed - End-to-end banking implementation and transformation experience - Knowledge in Finacle Core Banking/Digital Banking/mobile Banking Solution - Analytical skills in data analysis, test management, and organization - Experience in development team coordination EY exists to build a better working world, helping to create long-term value for clients, people, and society by providing trust through assurance and enabling clients to grow, transform, and operate with the help of diverse EY teams in over 150 countries.,

You should have over 15 years of experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. It is essential to have at least 3 years of direct experience in managing global vendors. In this role, you will be working on service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to cover end-to-end processes. Your responsibilities will include managing service delivery risk and change in alignment with the business vision and strategy. You will be tasked with overseeing service delivery across multiple businesses, products, and contracts, which includes application, infrastructure, and back-office services.,

TradeAir (IFSC) is an IFSCA-registered broker-dealer and fund management entity specializing in financial services and wealth management for Institutional Investors, NRIs, OCIs, and international investors. As a gateway to secure and efficient investing and trading across GIFT City and global markets, we are dedicated to providing excellence in financial solutions. We are looking for a senior Finance and Accounts Head to join our GIFT City team and take charge of the department. As the Finance and Accounts Head, your key responsibilities will include: - Acting as the single point of contact for fund administrators and overseeing activities such as reconciliation, reporting, and the ongoing transition project between fund administrators. - Leading accounting functions across various business verticals, including FME and Broker-Dealer, to enhance operational efficiency and create synergies. - Ensuring accurate portfolio reporting by preparing cash, position, and market value reconciliations. - Collaborating with internal teams and external partners to streamline processes, develop new financial products, and enhance services. - Providing comprehensive support during audits by preparing financial statements and resolving audit queries. - Compiling and presenting Management Information System (MIS) reports for strategic decision-making. - Ensuring compliance with TDS, GST, SEZ, and IFSC regulatory requirements, and filing returns accurately and on time. - Preparing financial statements in compliance with relevant financial reporting standards like Ind AS, IFRS, or US GAAP. - Leading a team of two to three associate/junior accountants. Qualifications and Requirements: - Inter CA, Semi-Qualified CA, Post graduate in commerce, or MBA in Finance. - Minimum of 2 years of experience in Finance or Accounts executive roles within a financial services firm, preferably a broker or asset management company. - Strong understanding of accounting principles, financial reporting, and a bonus if familiar with markets and derivatives. - Knowledge of TDS, GST, IFSC, and SEZ compliance requirements. - Ability to take initiative, ask relevant questions, and drive results effectively.,

We are looking for a Senior Manager in Wealth Management (Advisory) to join our team at Guardian Capital. As an Elite Wealth and Asset Management firm, we have been recognized as the best investment advisory firm in India by CNBCTV18. At Guardian, we offer a wide range of services including Wealth Management, Financial Planning, and Taxation services, all tailored to meet our clients" individual needs. Why work at Guardian 1. Our people are our greatest assets. 2. We value integrity, passion, and a commitment to excellence. 3. With our company in a growth phase, there are ample opportunities for career advancement. We also offer ESOPs. 4. We believe in creating a fun and fulfilling work environment where every team member's role is meaningful. 5. Our ultimate goal is to make a significant impact on the quality of life for the families who entrust us with their savings. As a Senior Manager in Wealth Management (Advisory), you will play a vital role in our organizational success by focusing on three key pillars: Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. Client Service: - Gather required documents and information during client onboarding. - Conduct purchase cost analyses when requested. - Hold regular meetings with clients to address inquiries and resolve issues. Daily Activities: - Allocate time as required for the above responsibilities. Salary Range: - Freshers: 8 to 10 lac pa (excluding bonus) - Experienced: 10 to 12 lac pa Mode of Work: Office-based (5 days a week) Location: Jubilee Hills, Hyderabad Bond: One year If you are a candidate with a Master's degree in Business Administration (Finance or related field) and at least 2 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B tests, NISM VA, XXI A, we encourage you to apply. Join Guardian Capital and embark on a fulfilling career while helping clients achieve their financial goals! Interested candidates can submit their resumes to hr@gcia.in. For more information, please visit our websites at www.gcia.in, www.guardianholdings.in, and www.guardianassetmanagement.in. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,

At EY, you will have the opportunity to develop a career that is as unique as you are, supported by a global network, inclusive culture, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are vital in contributing to EY's continuous improvement. By joining us, you can create an exceptional experience for yourself while contributing to building a better working world for all. As a WAM - Aladdin professional, your expertise should include prior experience in one or more Aladdin modules such as Core Aladdin, Aladdin Risk, Implementation, and Client Servicing. Your responsibilities will involve being the primary point of contact for your project, identifying project risks early, planning for contingencies, resolving issues promptly, managing scope changes, overseeing resource allocation, ensuring project objectives are met on time, and maintaining effective communication with customer representatives. You should be prepared to travel as necessary and be open to cross-training in various industry-focused wealth and asset management packages. In terms of people responsibilities, you will be tasked with fostering a quality culture, managing the performance of direct reports, aligning the project team towards common objectives, motivating team members, promoting teamwork, and integrating cross-team project functions to build a high-performing and responsive team. You will also participate in organization-wide initiatives aimed at enhancing team effectiveness. The ideal candidate will possess sector-specific experience in financial services or capital markets, with knowledge of different asset classes across front, middle, and back-office operations for both buy and sell sides of the business. You should have a solid understanding of portfolio management, trade execution, data control, operations, and portfolio administration. Additionally, techno-functional knowledge of Core Wealth/Asset management, preferably with experience in third-party packages like Aladdin, Multifonds, Charles River, among others, is required. Strong communication, leadership, and client-facing skills are essential, along with the ability to understand and translate client requirements effectively to the team. Qualifications for this role include an MBA/MCA/BE/B.Tech or equivalent with 8 to 10 years of experience in FIS products. Preferred skills include prior client-facing experience, functional testing, UAT testing, platform implementations, and familiarity with databases such as Oracle, MS SQL, and DB2. Join EY in our mission to build a better working world, where diverse teams across 150+ countries leverage data and technology to provide assurance, drive growth, facilitate transformation, and deliver value to clients while upholding trust in the capital markets. Working in areas such as assurance, consulting, law, strategy, tax, and transactions, EY teams strive to address complex global challenges by asking better questions and finding innovative solutions.,

You will be joining a digital family office comprising a team of over 12 CAs, CFAs, CFPs, and MBAs, dedicated to serving more than 250 clients and managing 100 crore in AUM. As a personal wealth manager, you will be responsible for addressing all aspects of clients" financial needs including investment, insurance, tax planning, and more. The core services offered by the company include Goal-Based Financial Management, Risk Mitigation & Insurance Planning, Fixed Income Investment Advisory, Loan Management & Optimization, and Cash Flow Management. Your main responsibilities will involve collaborating with the advisory team to develop individualized financial plans for clients, covering areas such as investment, retirement, estate, and tax planning while aligning with their risk profile. You will conduct in-depth analyses of clients" financial situations encompassing income, expenses, assets, liabilities, and investment portfolios. Additionally, you will share the responsibility of nurturing client relationships, understanding their financial requirements thoroughly, and offering comprehensive solutions. It will be crucial to implement action plans in line with clients" financial objectives and provide continuous support throughout the year, addressing any inquiries or concerns they may have. The ideal candidate for this role would possess a CFP/CWM or CFA certification or hold a Bachelor's/Master's degree in a commerce/management field coupled with 2-4 years of relevant work experience in Wealth Management or Financial Planning. You should demonstrate the ability to work effectively in a team-based and collaborative environment, showcasing self-motivation, flexibility, and adaptability to changing circumstances. Excellent interpersonal and communication skills are essential, along with a strong commitment to personal and professional growth and development.,

As an Associate Relationship Manager in the Corporate Liability Group within Wholesale Banking, your primary responsibility will be to develop and execute a corporate liability strategy tailored for a specific city or region. Your target will be to engage with top clients within the coverage area and successfully convert them into valuable accounts. Your key roles and responsibilities will include originating New to Bank (NTBs) accounts, as well as managing and nurturing a portfolio of Corporate Liability Group clients that you have sourced independently. You will be tasked with initiating Cash Management Services (CMS), Trade Processing, and Foreign Exchange (FX) transactions with Cash Rich Corporate clients, particularly focusing on Digital First Companies, local IT/ITES firms, and subsidiaries of Multinational Corporations (MNCs). A solutions-based approach will be crucial in onboarding these clients, offering unique and customized solutions where necessary. Furthermore, you will engage with founders of well-funded start-ups, particularly those in online aggregation, e-commerce, and fintech sectors, to provide cash and trade solutions and facilitate their onboarding. Building Liquid Asset or Cash-backed Lending, including preparing short credit assessment memos, will also be part of your responsibilities. Developing strong relationships with Private Equity (PE) and Venture Capital (VC) funds, as well as Incubators, will be essential to provide cash and trade solutions to their portfolio companies. Extending these influencer relationships to reputable law firms and Chartered Accountants will also be crucial. Managing existing client relationships effectively to increase Current Account (CA) balances, term deposits, CMS/Trade/FX throughputs, and maximizing revenues from these services will be a key focus. Additionally, cross-selling other bank products such as salary accounts and wealth management to optimize the share of wallet will be part of your mandate. Collaboration with Product Sales Managers and Implementation teams across various banking products will be necessary to achieve your goals and objectives effectively. To qualify for this role, you should hold a graduate degree in any discipline, with a post-graduate qualification being advantageous. A minimum of 2-5 years of relevant experience in corporate current account acquisition is required to excel in this position.,

e are looking for highly experienced and motivated professionals for a leading role in our PCG Wealth division at the Prabhadevi branch. The ideal candidate should have a strong background in handling HNI/Ultra-HNI clients, wealth advisory, and team management. PCG Wealth Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Job Summary The TL-Cards & Payments role requires a professional with 6 to 7 years of experience adept in MS Excel to manage and optimize card and payment operations. The candidate will work in a hybrid model during day shifts focusing on enhancing operational efficiency and contributing to the companys growth in the financial sector. Experience in Asset Management Operations or Asset & Wealth Management is advantageous. Responsibilities Oversee the daily operations of card and payment systems to ensure seamless transactions and customer satisfaction. Analyze transaction data using MS Excel to identify trends and areas for improvement in payment processes. Collaborate with cross-functional teams to implement strategies that enhance payment system efficiency. Develop and maintain comprehensive reports on payment operations to support decision-making processes. Ensure compliance with industry regulations and company policies in all payment-related activities. Provide technical support and guidance to team members on MS Excel functionalities and best practices. Coordinate with stakeholders to address and resolve any issues related to card and payment operations. Monitor system performance and implement necessary upgrades to maintain optimal functionality. Drive initiatives to improve customer experience and satisfaction in payment transactions. Conduct regular audits of payment processes to ensure accuracy and reliability. Facilitate training sessions for team members to enhance their skills in payment operations and MS Excel. Support the development of new payment solutions by providing insights and recommendations. Contribute to the companys mission by ensuring efficient and secure payment operations that benefit society. Qualifications Possess strong proficiency in MS Excel for data analysis and reporting. Have experience in Asset Management Operations or Asset & Wealth Management as a valuable asset. Demonstrate excellent problem-solving skills and attention to detail. Exhibit strong communication and collaboration abilities. Show capability to work effectively in a hybrid work model. Display knowledge of industry regulations related to card and payment operations.

Key Accountabilities/ Responsibilities Financial: To achieve our set targets on monthly basis with the correct information adhering to the quality parameter. 100% transaction updated on all the leads request received. Proper knowledge on the product process. 100% achievement of the daily targets. Adhering to the compliance. Adhering to the login time break timings. Productivity: Update on the performance. Quality would help to provide the right set of information to the customers for the better customer service Providing the end to end resolution to the customers query. Daily MIS to be published MIS on Leads received, Leads converted and Premium generated. Stakeholder interfaces Experience Education

Role Description : As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred .

Role Description Duties and Responsibilities: Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Training and coaching new hires in the team Fund Manager Screening and quarterly update of the financial statements, onboard new fund managers and update portfolio details as per the schedule of investments Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Technical Skills Requirement: University or College degree, preferably with a major in finance A proven interest in the financial markets and preferable in hedge fund / private equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Soft Skills Requirement: Good communication skills (written and verbal) with experience with US based support environment Good documentation skills Ability to work as part of a team and build strong working relationships with peers Demonstrate a structured and methodical approach Flexible and adaptable approach to problem solving Flexible and open to multiple shifts Qualifications: Commerce Graduate (BBA / Bcom) or Equivalent Pursuing CFA/ MBA finance preferred Experience: At least 2-3 year of experience in private equity and alternative investments. Experience in working with Fund/Investment Managers; international exposure will be preferred.