Wealth Management

7 months ago

Bengaluru, India JPMorgan Chase & Co. Full time

As a Project Manager, you will participate in projects and provide support for various initiatives and any associated business transformation projects. You may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you will work on project deliverables. Primary areas of focus will include eliciting project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis.

As a Project Manager, you will critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Additionally, you will assist in the overall coordination and management of the program, including status, scorecards, and other key project

Job responsibilities

The candidate should have relevant project management experience in one or several of the operations area (back or middle office), relevant experience in a reputable bank, strategy consulting, fund administrator or financial institution across multiple jurisdictions, and looking to take on a new challenge in a growing, fast paced and ever changing environment. The candidate should have proven track record in implementing/integrating a core banking system, internally developed or from a third party vendor. 

Good knowledge of Client Operations in Wealth Management: Client Onboarding, KYC, Account Maintenance, Client Documentation Management preferable but not essential, Good knowledge and experience in the Digital space for the banking and financial environment, Good understanding of Project Methodologies and especially the Product Framework and the Agile framework, including working in a Design Led change organization, Conduct data analysis, data collection, and synthesis to translate into empirical solutions or evidence that can optimize project reporting with a sense of prioritization Work with business partners to design, introduce, or re-engineer existing processes and business applications, Be responsible for the planning, requirements gathering, management and execution of projects through a project plan and engagement of various functional groups (Legal, Compliance, Technology, Operations, Business Management, Risk) and across several platforms, Plan and coordinate testing of new functionality and regression testing,  Provide updates on the project status to senior management and stakeholders,

Required qualifications, capabilities, and skills:

Bachelor's degree required, Extensive end to end project management / business analysis experience including scoping, business case development, implementation, testing (UAT) and change management, Excellent communication and presentations skills with the ability to deal with different stakeholder groups (as well as Senior Management) to elicit business requirements, procedures, and processes, Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint, Strong organisational and prioritisation skills, detail-oriented, and strong interpersonal skills, Ability to analyse and resolve project-related issues and follow through with set objectives, Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work.

  • Wealth Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full time

    Company OverviewAnand Rathi Wealth Limited is a renowned financial services firm dedicated to providing top-notch wealth management solutions.SalaryThe estimated annual salary for this role ranges between ₹6,00,000 to ₹15,00,000 based on industry standards and location.Job DescriptionRole Summary: As an Account Manager at Anand Rathi Wealth Limited, you...

  • Stack Wealth

    2 days ago

    Bengaluru, India Stack Wealth Full time

    Company Description : Stack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...

  • Senior wealth manager

    2 weeks ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning And Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship Manager Location - Bangalore Experience Range - 10-15 years Mandatory Requirement: Client Acquisition Wealth Management About the client: Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances. Job Role and Responsibilities: The RM...

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

  • Senior Wealth Manager/Wealth Manager

    1 week ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Position Summary : We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager will lead client engagements, mentor junior team members, and contribute to...

  • Senior Wealth Manager/Wealth Manager

    1 week ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Position Summary:We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager will lead client engagements, mentor junior team members, and contribute to the...

  • Senior Wealth Manager/Wealth Manager

    1 week ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Position Summary:We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager will lead client engagements, mentor junior team members, and contribute to the...

  • Senior Wealth Manager/Wealth Manager

    4 weeks ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Company Overview: Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies.Position Summary: We are...

  • Senior Wealth Manager/Wealth Manager

    4 weeks ago

    Bengaluru, India Creddinv Technologies Pvt Ltd Full time

    Company Overview: Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies.Position Summary: We are...

  • Wealth Manager

    4 weeks ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Wealth manager

    7 days ago

    Bengaluru, India Nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Wealth Manager

    1 week ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Wealth Manager

    1 week ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships by providing comprehensive financial planning and investment management services. Your primary focus will be on assisting clients in achieving their wealth goals, especially as they pertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Wealth Manager

    4 weeks ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Wealth Manager

    4 weeks ago

    Bengaluru, India nucleo Full time

    Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

  • Associate Relationship Manager

    4 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Associate Relationship Manager

    4 weeks ago

    Bengaluru, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...