Asset Management Wealth Management Specialist

2 months ago


Hyderabad, India DATAECONOMY Full time

Responsibilities:

  • Engagewith clients and manage relationship ensuring alignment with clientobjectives and risktolerance.
  • Workclosely with client and delivery team to deliver solutions as perrequirements.
  • Workwith clients to understand the current landscape help in creatingtarget state across all business functions andoperations.
  • Createa functional requirement and business requirement documents andhelp delivery team to document technical documentations mapping thebusinessfunctions.
  • Understandthe business process in details and work closely with architects toevolve a conceptual and logical datamodel.
  • Bringthe industry experience to help drive business architecture andsolutions.
  • Collaborateall internal teams and clients to ensure there are no gaps in theclient understanding and internal architects & deliveryteams.
  • Communicatewith business using business language and translate the businessrequirements in language that internal IT teams canunderstand.

KeySkillsRequired:

  • AssetManagement: Extensive experiencein in all functions of asset management including investmentstrategies investment portfolios asset allocation fundadministration marketdata.
  • WealthManagement: Proficiency inproviding comprehensive wealth management services includingfinancial planning estate planning and retirement planningportfolio construction / management client onboarding client riskprofiling trade processing portfolio & position accountingaccount performance reporting settlement and clearance process& marketdata.
  • AssetServices: Knowledge of assetservicing including custody corporate actions income processingshareholder identification tax & certificationadministration andreporting.
  • FinancialAnalysis: Strong analyticalskills for assessing market trends financial statements andinvestmentopportunities.
  • ClientRelationship Management:Excellent interpersonal and communication skills for understandingthe roadmap engage with customers and guide and help the deliveryteam to deliver solutions as per client sexpectations.
  • RegulatoryCompliance: Understanding ofregulatory requirements and compliance related to asset and wealthmanagement.






Requirements

Qualifications:

  • Bachelors degree in finance Economics Business Administration or a relatedfield; master s degree or professional certifications (e.g. CFACFP)preferred.
  • Extensiveexperience in asset management wealth management and asset servicesdomains
  • Proventrack record of managing and implementing complexsolutions.
  • Stronganalytical and modellingskills.
  • Excellentcommunication negotiation and relationship managementskills.
  • Indepthknowledge of financial markets investment products and regulatoryrequirements.
  • Abilityto work independently and as part of a team in a fastpaced dynamicenvironment.




BenefitsStandardCompany Benefits
AssetManagement, Wealth management, Asset Servicing

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