JOB DESCRIPTION

Position - Associate Director - Wealth Management

Department - GR&RS FR - Buy Side

Reporting To Global Head of Buy Side

Location India (Mumbai/Pune/Gurgaon/ Chennai)

Essential

Qualifications

MBA (Finance) or equivalent

Any professional qualifications in wealth management would be a plus

Role Summary

Overall Responsibility

- Lead the wealth management franchise for the buy side practice across client prospecting, solutioning and engagement management

- Engagements could be across wealth value chain ranging from client prospecting, client analytics, investment research, portfolio monitoring and reporting.

- Nature of services could span enterprise data analytics and digitalization, investment research, business and operations support and transformation

Functional Responsibilities -

- Able to independently conceptualise and scope projects for wealth management clients.

- Work with the BD team in developing client proposals, preparing functional and technical responses to RFPs

- Engage with external partners, where necessary for appropriate client solutioning - Collaborate with internal teams to ensure client value proposition is appropriate

- Manage and lead client presentations / discussions as a domain expert

- Work with Data analytics /research / technology teams for client POCs and to shape existing solutions to meet client expectations

- Build requisite teams for effective execution of engagements

- Direct and manage teams for executing engagements and reviewing the quality of the work undertaken

- Lead governance of wealth engagements with clients

Experience

- 10+ years

- Domain expert with extensive understanding of the wealth management and advisory industry - could be with an actual wealth management firm or a service / solution provider to wealth management clients

- Exposure across different segments of the wealth management industry covering RMs/Advisors, Investment Research and management, portfolio management, client and regulatory reporting

Skill Sets / Competencies

- Excellent oral and written communication skills and ability to engage with global clients and internal teams across geographies

- Positive attitude and ability to turnaround tasks quickly within short deadlines

- Interpersonal and relationship building skills

- Result Orientation

- Ability to deal with pressure

- Ability to prioritize and switch between a variety of time-sensitive issues

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