Vice President - Program And Wealth Management

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
10-12 years
Mumbai, Maharashtra
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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Job Description

  • Hi,
  • This is with regards to an opening with Global Financial Services firm in Mumbai
  • Role - Vice President (Change/Program Management in Wealth Management Space)
  • Minimum 10+ years of experience in consulting or handling change programs within global investment banking.

Have detail understanding of Wealth Management function for global investment banking. Key activities processes include Investment Products, Lending Products, Wealth Client Onboarding, Client Lifecycle, Client Risk Profiling, Suitability Checks, Investment Advisory, MI & Reporting

Strong experience/understanding with Avaloq Core Platform (Modules- STEX, Credit, Client Data, MIS reports, Stock exchange and payments) will be preferred; Avaloq certification is a plus modules.

Proven experience as a Program Manager; Thorough understanding of project/program management techniques and methods (Agile and Waterfall).

Experience in managing full E2E project delivery, Front Office to Back Office architecture overhaul projects which require coordination across multiple Corporate functions and Technology partners

Skills

Investment AdvisoryInvestment ProductsProject DeliveryReportingStockStock ExchangeWealth Management

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