Senior Wealth Management Expert - Personal Finance & Wealth Management Solutions

Senior Wealth Management Expert

Desired Skills :

- Deep Domain expertise in personal finance & wealth management solutions.

- Complete awareness of all financial products available

- Expertise in offering personalized solutions based on customer's profile. Deep understanding of global best practices.

- Domain knowledge in stock markets (quant / fundamental / technical / derivatives / macro / structured products)

- Strong Communication Skills

- Strong foundations in Mathematics & Finance

- Proficient in MS Office

Academic background:

- MBA with strong academic record.

- Additional Finance qualifications like CFA

Work experience 8 - 12 Years in Wealth Management

Job description :

- Benchmark global & domestic competitor products, draw customer insights from primary market research and apply advanced theoretical frameworks to develop Personal Finance/Wealth Management offerings & digital customer journeys that succeed with customers

- Working in a cutting edge team focused on developing the most advanced digital apps in the Fintech space to meet complete wealth management needs of customers

- Ancillary functions such as creating & communicating content about the products for marketing/sales/training/digital platform, etc.

- Coordinating with other divisions in the company for successful roll-out and implementation of developed products