Assistant Manager - Wealth Management - Banking & Financial Services

Assistant Manager - Banking & Financial Services

JOB DESCRIPTION:

- Will be working / practical knowledge about operation of certain service industry of BFS segment such as PMS, MF, AIF, Wealth Management Offshore funds etc.

- The candidate should have the ability to analyze, compare, and interpret facts and figures quickly; and be able sound judgments based on this information.

He / She should have good oral and written communication skills, well-developed interpersonal skills, leadership and people management skills.

- Business understanding, systems and computer skills are required.

- Accuracy and the ability to handle responsibility with limited supervision are important.

- He / she should not have major constraint for travelling outstation.

- He / She should be in a position to lead the team of at least 4-5 juniors under him and guide them. Also may have to report to partner directly

Vital :

- Experience in Bank & Financial Institutions particularly in wealth management firms, depository or capital markets

Essential :

- Ability to work independently, we have an autonomous work environment perfect for individual with strong business judgement

- Proven supervisory abilities

- Attention to detail, accuracy & quality

- People management experience, more proactive, professional maturity, strong work ethic and collaborative work approach

Core Competencies:

- Service Orientation - Should be aware of both - the internal as well as external customers and their needs; and is committed to meeting the customers' evolving, long-term needs - the focus is on SERVICE

- Result Orientation - Should be able to direct efforts towards developing and implementing realistic action plans to meet business objectives; with a sense of urgency - the focus is on achieving RESULTS

- Initiative - One must not only understand and accept the responsibilities towards his/her job; but also proactively works towards identifying challenges and its resolution - the focus is on seeking SOLUTIONS

- Professionalism - Should have in-depth knowledge of all functions and displays not only required skill-set, but also ethics and integrity while conducting the job - the focus is on PROFESSIONALISM

- Cooperation - One must ensure completion of all tasks at hand and simultaneously extends support to team members and displays joint ownership towards achieving business objectives - the focus is on TEAMWORK

- Communication/Feedback - Should believe in providing feedback to other associates and receiving feedbacks to enhance performance, thereby meeting business objectives - the focus is on OPEN COMMUNICATION

DESIRED CANDIDATE PROFILE:

- Has working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMC's, AIF, Depository or Capital Markets etc.

- Should have thorough knowledge and understanding of investments and securities.

- Should be abreast of the SEBI and RBI regulations applicable.

- Supervision and responsible for quality and timely delivery of all engagements within financial services practice

- Internal SOPs and methodology to be kept updated.

- Define and manage appropriate key performance indicators to ensure delivery of work, as agreed with key stakeholders.

- Strengthen the delivery capabilities of the practice by training and mentoring the team and adhering to professional practice requirements.

- Release alerts and thought leadership articles at regular intervals.

- Partner with Business Solutions resources for automating processes thereby building efficiencies.

- Knowledge of Wealth Spectrum / Miles software would be preferable.