Wealth Operations Analyst

Company Description

“Multi Family Office Firm”

1. Winner “Best Multi Family Office” In India at the AIWMI, India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012,

2009, & 2008

3. Winner of Citywealth Asian Family Office of the Year,2011

Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009

Service support for the advisor/relationship team which will include:

·      Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same

·      Transaction execution and fund house coordination

·      Record and MIS maintenance

·      Opening of client bank and demat accounts

·      All administrative tasks related to the client’s overall wealth including held away investments/shares/ bonds/ real estate/ etc.

·      Coordination and follow up with service providers and clients

Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client’s overall wealth.

Candidate Profile

• Prior work experience of wealth operations in Mutual funds, AIF, PMS (Min. 1 year)
• Candidate should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com – Eco Honors
• He/She should have considerable skills in office tools like Excel, PowerPoint, etc.
• He/She should have Excellent Analytical, Problem Solving and Communication Skills and be a team player
• He/She should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations
• Should have the DNA for client centricity and quality