Job Description
Job Description
NOTE- Looking for candidates with Global Wealth Management/ Global Investment Banking experience. Domestic experience is not preferred for this role.
Hiring for-A services based MNC Client
Work Location- Mumbai, Chennai (as preferred)
Offered Salary Hike- 30% to 35% of fixed hike on current fixed CTC + variable (not-negotiable)
Shift- International shift (US shift)
Preferred candidate profile
1. 15-17 Years of experience with Strong understanding of Wealth management Operations
2. Have experience of leading Global Wealth Management team of 100 -120+ with strong expertise in running Brokerage and Fiduciary functions - broker dealer, Corporate Actions, Reconciliations, Account Opening / Maintenance / Closing, Asset Transfer, Cash Sweep, Account Conversion Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, Insurance products for Global Markets
3. Sound understanding related to Customer on-boarding (customer account data and document maintenance) for Fiduciary and Brokerage.
Role & responsibilities
1. The role holder is expected to transform and create a very Client focused and data driven efficient organization.
2. Have experience of engaging in conversations with Clients, Advisors, Risk Officer and Business COOs around redefining operating model, driving front office behavior, Business metrics and influencing client behavior
3. Should have led and managed Operations transformation and change at scale including RPA, data analytics, workflow etc and have good track record of driving productivity and efficiency within the Organization
4. Good to have FINRA Series ++ certifications
5. Strong understanding of various risks associated with Operational processes in this space Managing all operations function and ensure consistent SLA adherence
NOTE- Looking for candidates with Global Wealth Management/ Global Investment Banking experience. Domestic experience is not preferred for this role.
Hiring for-A services based MNC Client
Work Location- Mumbai, Chennai (as preferred)
Offered Salary Hike- 30% to 35% of fixed hike on current fixed CTC + variable (not-negotiable)
Shift- International shift (US shift)
Preferred candidate profile
1. 15-17 Years of experience with Strong understanding of Wealth management Operations
2. Have experience of leading Global Wealth Management team of 100 -120+ with strong expertise in running Brokerage and Fiduciary functions - broker dealer, Corporate Actions, Reconciliations, Account Opening / Maintenance / Closing, Asset Transfer, Cash Sweep, Account Conversion Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, Insurance products for Global Markets
3. Sound understanding related to Customer on-boarding (customer account data and document maintenance) for Fiduciary and Brokerage.
Role & responsibilities
1. The role holder is expected to transform and create a very Client focused and data driven efficient organization.
2. Have experience of engaging in conversations with Clients, Advisors, Risk Officer and Business COOs around redefining operating model, driving front office behavior, Business metrics and influencing client behavior
3. Should have led and managed Operations transformation and change at scale including RPA, data analytics, workflow etc and have good track record of driving productivity and efficiency within the Organization
4. Good to have FINRA Series ++ certifications
5. Strong understanding of various risks associated with Operational processes in this space Managing all operations function and ensure consistent SLA adherence
💡 Quick Summary
Seeking a career-building opportunity? The Only 24h Left: VP- Investment Banking Ops position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
