Division Overview
- Asset Wealth Management Finance supports the AWM business in both a financial reporting and financial analysis capacity. AWM is part of the Private Clients and Asset Management (PCAM) Group serving the needs of High and Ultra High Net Worth clients.
Role Overview
To assist AWM Finance Group, meeting its financial reporting and analysis objectives.
Key Aspects of Role
- Perform quality assurance, review and oversight
- Month-end close activities, Revenue and Expense Accruals, Revenue and cost allocations, MRP Balance Sheet Review Process, Balance reporting and production, Monthly Regulatory / Management Reporting and Commentary, Division & Branch Forecast, Financial Modeling, Comprehensive Account Analysis, Various reconciliations, Various reports
- Reporting requirements & changes
- Managing process risk, client expectation
- Process re-engineering
- Managing team deliverables, KPI, KRI
- Managing projects and implementing the same in AWM
Qualification and Experiences:
- Tenured, at least 6 years Accounting / Financial experience in Financial Services
- People (team) management experience of at least 3 years
- Masters Degree (preferably in Accounting / Business or related discipline)
- Accounting qualified (ACA, CIMA, CA, CFA) preferred
- Private Wealth Management experience preferred
- Management reporting related experience
- General ledger experience preferred
Skills and Knowledge:
- Pro-active problem solving and analytical skills
- Client/relationship management skills (defend / explain / challenge numbers)
- Process Management / re-engineering excellence
- Strong organizational and interpersonal skills
- Strong knowledge in MS Office products and comfort with overall technology
Key Finance Competencies:
- Business & Technical Knowledge
- Analytical Thinking & Problem Solving
- Teamwork & Organizational Influence
- Business Advisory & Partnership
- Financial & Control Leadership
- Client Relationship Focus
- Analytical Thinking & Problem Solving
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