Manager Consulting Expert - Wealth Management and Financial Services
Gratitude IncManager Consulting Expert - Wealth Management and Financial Services
Job Description
Key Skills
1 candidate(s) have already applied for this Job. Apply now
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
Account Manager
Timings
Day Shift (Permanent)
Industry
Accounting / Finance
Work Mode
Work from office
Process
Semi-Voice
Functional Area
ITES / BPO / Customer Service
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?
Get the Best Jobs
on your Fingertips
Similar Jobs
Training & Quality Manager | IT Helpdesk | SaaS | BPO
Gratitude Inc5 - 6 Year(s)
₱ 90 - ₱ 120K p.m
Manila, Philippines
Team Leader
Gratitude Inc2 - 5 Year(s)
₱ 35 - ₱ 45K p.m
Manila, Philippines
CUSTOMER SERVICE REPRESENTATIVE (CALL CENTER AGENT)
Gratitude Inc1 - 2 Year(s)
Confidential
Manila, Philippines
MARKETING OPERATIONS MANAGER
Gratitude Inc4 - 7 Year(s)
₱ 120 - ₱ 150K p.m
Manila, Philippines
Hiring CSR
Gratitude Inc1 - 5 Year(s)
Confidential
Manila, Philippines
2 - 5 Year(s)
₱ 20 - ₱ 30K p.m
Manila, Philippines
CSR collection account -EXL Alabang
Gratitude Inc1 - 20 Year(s)
₱ 27 - ₱ 40K p.m
Manila, Philippines
2 - 4 Year(s)
Confidential
Manila, Philippines
Monitoring, Observability & Event Management Architect
Gratitude Inc5 - 6 Year(s)
₱ 100 - ₱ 108K p.m
Manila, Philippines
Massive Hiring For Healthcare Account with joiner bonus
Gratitude Inc0 - 5 Year(s)
₱ 20 - ₱ 35K p.m
Manila, Philippines