Posted By
Posted in
Banking & Finance
Job Code
1310656
AVP Advisory -Wealth/Portfolio Management
This role reports functionally to VP - Global Advisory Lead (GSC Bangalore) and will focus on building and enhancing the advisory proposition across client segments. Key responsibilities include:
- Deliver best-in-class advisory services to clients through the development of investment platform and enhancement of portfolio analytics.
- Handle modelling methodology for asset classes and securities that adheres to product suitability, risk frameworks and governance requirements.
- Unify the advisory client journey across market segments globally by developing features and tools for efficient portfolio construction.
- Support the commercialization of the advisory proposition.
- Build up a robust knowledge base on the different tools that can be utilized to institutionalize the advisory framework and provide guidance to the stakeholders accordingly.
- Collaborate in an agile environment as the subject matter expert with Transformation and IT in specialized work streams to develop new product features.
- Provide sales enablement support related to Global Advisory.
- Undertake Product Management activities for Global Advisory (incl. Prism Advisory in Asia)
What you'll do (List out Key Responsibilities):
Responsibilities:
- Interface closely with Blackrock and internal IT to develop or enhance Advisory features is utilizing.
- Collaborate with various IWS product teams to incorporate the relevant investment content into the Advisory process.
- Provide domain expertise to resolve BAU/Operational issues from booking centres related to Global Advisory.
- Manage the quality of advice and the model methodology within the Advisory architecture framework.
- Liaise with other local platform teams to enhance the UI/UX for the advisory client journey.
- Perform critical data quality checks to ensure the accuracy and stability of outputs from key platforms like Aladdin, ART, eFOS, Avaloq & Qliksense.
- Collaborate with global & regional Advisory team on sales enablement topics and solve topics related to portfolio construction and investment content.
- Resolve advisory topics related to portfolio analytics escalated by the front office.
- Manage risk governance by maintaining Target Operating Manuals (TOM) and relevant process documents for audit purposes.
- Monitor and administer shared workspace/mailbox to track and address Advisory related queries.
- Develop Product Management domain knowledge and effectively manage governance forums like topic specific workstream meetings to commercialize Prism features.
- Design MI dashboards and liaise with data providers in the bank for streamline process.
- Strive to embed accuracy, consistency, operational efficiency and risk management attributes in the process design and business frameworks.
Targets & Measures:
- New or enhanced features developed.
- New or enhanced investment content that can be utilized for the Advisory client journey.
- Stakeholder feedback on resolving BAU issues.
- Stability, scalability, and accuracy of the Aladdin platform and overall system architecture supporting the client life-cycle management.
- Nil evidence of breaches towards the bank's policies & regulations like Data Protection and Privacy, Anti Money Laundering, Information Risk policy and Regulatory requirements, process specific regulations. Abide by Group Compliance policy.
- Clarity and proactive mode of communication and on time completion of deliverables.
- Subject matter expert within Advisory and develop domain knowledge in investment products like Alternatives and Structured Products.
- Qualitative feedback on engagement & collaboration.
- Exhibiting maturity to navigate complex scenarios, resolve conflicts, co-ordinate well within the team and mentor new joiners.
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Posted By
Posted in
Banking & Finance
Job Code
1310656