Manager Consulting Expert - Wealth Management and Financial Services
Gratitude IncManager Consulting Expert - Wealth Management and Financial Services
Job Description
Key Skills
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key skills
Wealth Management
Financial Services
Project Management Certifications
Digital Transformation
Digital Solutions
SMART Technologies
Job title: Manager Consulting Expert - Wealth Management and Financial Services
Work Set-up: 2 days/week onsite, mid-day shift
Location: Taguig
Salary range: 100K - 150K
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
Funds Management
Timings
Flexible (Permanent)
Industry
Accounting / Finance
Work Mode
Work from office
Functional Area
Banking / Financial Services
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.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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