Senior Wealth Manager

4 days ago

Hyderabad Secunderabad Telangana, India beBeeCredit Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title: Senior Wealth Manager

As a Senior Wealth Manager, you will play a key role in leading and participating in moderately complex initiatives and deliverables. Your responsibilities will include contributing to large-scale planning related to wealth underwriting.

You will review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness. This involves monitoring existing portfolios to identify issues that require an in-depth evaluation of variable factors and presenting recommendations for resolving moderately complex situations.

Independently, you will resolve moderately complex business, operational, or technical issues while leading teams to meet deliverables. You will leverage a solid understanding of wealth underwriting functional area policies, procedures, regulations, and compliance requirements.

You will also develop a solid understanding of home lending policies, procedures, regulations, and compliance requirements for wealth investment management client mortgages as needed.

In collaboration with peers, colleagues, and mid-level managers, you will resolve issues and achieve goals. Additionally, you will serve as a mentor for lower-level staff.

Finally, you will provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations.

  • Key Responsibilities:
  • Lead and participate in moderately complex initiatives and deliverables
  • Contribute to large-scale planning related to wealth underwriting
  • Review, analyze, and evaluate borrower financial data
  • Present recommendations for resolving moderately complex situations
  • Independently resolve moderately complex business, operational, or technical issues
  • Lead teams to meet deliverables
  • Develop a solid understanding of home lending policies
  • Collaborate with peers and colleagues
  • Provide input on credit risk management decisions

Required Skills and Qualifications:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to lead and collaborate with teams
  • Understanding of wealth underwriting policies and procedures
  • Knowledge of home lending policies and regulations

Benefits:

Others:

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