Manager Consulting Expert - Wealth Management and Financial Services

Gratitude Inc

1462 Views

19 hours ago

3-4 Year(s)

₱ 100 - ₱ 120K p.m

Manila (Taguig)

Job Description

Key Skills

Wealth Management Digital Solutions SMART Technologies

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Description / Requirements

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

Area / Territory Manager

Timings

Day Shift (Permanent)

Industry

Real Estate / Property

Work Mode

Work from office

Functional Area

Sales / Business Development / Client Servicing

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