Private Wealth Manager- MNC (AVP)

💰 ₹18,000 - ₹28,800 (Est.) 📍 Pune

Job Description

Deutsche Bank


Business Product Analyst, AS
Deutsche Bank • Mumbai, Maharashtra • via LinkedIn
13 hours ago
Full–time
Apply on LinkedIn
Apply on Built In
Job description
Position Overview

Job Title: Business Product Analyst, AS

Location: Mumbai, India

Role Description
• The Advisory Solutions team is responsible for managed investment solutions including funds, alternative investments, and ETFs.
• The team works closely with client advisors to provide a range of managed investment solutions to meet client objectives.
• This includes assessing product needs, creating fundsolutions / positioning along with regular follow-on updates.
• In addition to supporting the sales function, the specialist will be involved in ongoing product management and the maintenance of the APAC funds platform.

What We’ll Offer You

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your Key Responsibilities
• Maintenance of the regional platform for Funds and Alternatives investments through collaboration with leading global asset managers.
• Content production of regular updates: fund data, commentary, product documents etc.
• Operational set ups of Funds, ETFs, and Alternatives to facilitate orders/transfers. Additionally maintain regular checks to ensure correct securities set up and mapping.
• Regular update of the regional fund lists to ensure accuracy, and availability of the data.
• Regular oversight of fund transfer process for all funds.
• Support the production of marketing materials and regular fund updates to facilitate sales.
• Prepare sales and exposure reporting to key stakeholders, ensuring sales efforts are effectively monitored and directed.
• Ensure regulatory processes and reports are adhered to.
• Project management on new process initiatives.
• Proactively ensuring information related to products and platforms is accurate, adhering to Deutsche Bank Private Bank’s internal processes.
• Work with a multi-location team spread across Singapore, Hong Kong, and Mumbai in a coordinated approach.
• Participate in writing key operating procedures, maintain organized records of DB internal approvals, review existing processes for effectiveness and devise new processes or streamline as needed.
• Build relationships, co-ordinate and engage with DB internal control functions and various other teams across the value chain.

Your Skills And Experience
• Minimum bachelor’s degree with focus on Finance, Management or similar. CFA / FRM / CA / CAIA will be preferred.
• Experience in the financial services industry with prior experience working in product team serving global funds will be preferred.
• Good analytical skills with a keen eye for detail.
• Adept in Microsoft Office (Excel, PowerPoint, and Word) and computer literacy to navigate internal systems with other technical computing knowledge (e.g., Bloomberg Terminal, etc.) an advantage.
• Willingness to cover APAC morning hours (starting at 7:30 am Indian Standard Time).
• Demonstrated ability to work both independently, as a team member, and as a collaborative partner

How We’ll Support You
• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About Us And Our Teams

Please visit our company website for further information:

https://www.db.com/company/company.htm

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.
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L
Leading MNC Bank


Private Wealth Manager- MNC (AVP)
Leading MNC Bank • Mumbai, Maharashtra • via Workassist.in
15 hours ago
₹20L a year
Full–time
Apply directly on Workassist.in
Job description
• Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM & INR 6cr
• Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM
• A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements
• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
• Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements
• Use financial acumen and investment expertise to review a client& information, work closely with the
• Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer

💡 Quick Summary

Seeking a career-building opportunity? The Private Wealth Manager- MNC (AVP) position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.

Sponsored

Job Details

Company Name: Leading MNC Bank

Frequently Asked Questions

Click the Apply Now button on this page, login or register for free on CallCenterJob.co.in, fill in your name, mobile number, city, and experience, then submit your application. The recruiter will contact you directly.
The expected salary for Private Wealth Manager- MNC (AVP) in Pune is ₹18,000 - ₹28,800 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Private Wealth Manager- MNC (AVP) is an on-site position based in Pune. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Private Wealth Manager- MNC (AVP). Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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