Manager Consulting Expert - Wealth Management and Financial Services

Gratitude Inc

2339 Views

16 hours ago

10-12 Year(s)

Manila (Taguig)

Job Description

Key Skills

Data Analysis Project management

2 candidate(s) have already applied for this Job. Apply now

Qualifications:

• 2-3 years of relevant project management experience

• Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and corporate actions, mid office – order management & trade support, investment accounting, performance and risk assessment, reporting, and billing)

• Minimum of 1 year in project management

• Minimum of 1 year in any of the following:

o Digital transformation (operating model transformation or new operating model implementation)

o Digital solutions (digitalizing legacy processes revisiting client experience and reducing cost)

o SMART technologies (self-monitoring, analysis, and reporting technology i.e. artificial intelligence, machine learning, and big data analysis)

Role

Accounts Executive/Accountant

Timings

Rotational Shifts (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

Accounting / Tax / Company Secretary / Audit

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Sonia Abad

Recruiter - Gratitude Inc

NA, philippines

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