Wealth Management Specialist

Mphasis

2 - 6 years

10 - 20 Lacs

pune bengaluru

Posted:8 hours ago| Platform:

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Skills Required

wealth management services capital market money management kyc verification new account management cash onboarding

Work Mode

Work from Office

Job Type

Full Time

Job Description

Process Knowledge

Deep understanding of Capital Market and Stock Market operations, especially the US market.
Expertise in Cash Management, Account Opening, and Maintenance Operations (e.g., householding, client data updates, reporting).
Experience in drafting emails, handling escalations, and preparing reports for internal and client use.
Must maintain 100% accuracy due to the financial impact of any errors.
Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage their expectations.
Comfortable working in a high-compliance, detail-oriented environment.

Experience Required

2 to 5 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry.
Hands-on experience in Cash Management and New Account is highly desirable.

Technical & Soft Skills

Proficient in MS Office tools: Excel, PowerPoint and professional email communication.
Typing speed of at least 28 WPM with 95%+ accuracy.
Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage expectations.
Strong written and verbal communication skills.
Excellent analytical thinking and problem-solving abilities.

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