VP Wealth Management

About the job

Job title : VP Wealth Management with Project Management Location : Mumbai /Powai - Duration : Fulltime We are looking for Investment banking experience along with Wealth Management and Project management experience. • Minimum 10+ years of experience in consulting or handling change programs within global investment banking. • Have detail understanding of Wealth Management function for global investment banking. Key activities processes include – Investment Products, Lending Products, Wealth Client Onboarding, Client Lifecycle, Client Risk Profiling, Suitability Checks, Investment Advisory, MI & Reporting • Strong experience/understanding with Avaloq Core Platform (Modules- STEX, Credit, Client Data, MIS reports, Stock exchange and payments) will be preferred; Avaloq certification is a plus. • Proven experience as a Program Manager; Thorough understanding of project/program management techniques and methods (Agile and Waterfall). • Experience in managing full E2E project delivery, Front Office to Back Office architecture overhaul projects which require coordination across multiple Corporate functions and Technology partners. • Excellent Knowledge of performance evaluation and change management principles. • Excellent Communication, Leadership skills, Organization Skills along with experience in conflict management/ issue resolution. • Experience of analysing complex business processes. • Flexibility (Openness to Change) – Adapts effectively to changing plans, domains, and priorities; is open and flexible when faced with changing project constraints and timelines. • Expect sound understanding of standard Trade lifecycle, financial products like cash equities, bonds, listed future & Options, Loans. CFA/ FRM certification will be preferred.

Requirements

• Consulting
• Wealth Management
• Project Management
• Investment Banking
• Change Management
• Data Management

Qualifications

• CFA
• FRM
• Investment Banking experience
• Wealth Management experience

Preferred Technologies

• Consulting
• Wealth Management
• Project Management
• Investment Banking
• Change Management
• Data Management