Vice President - Financial Planning Models - Wealth Management

Vice President - Financial Planning Models Manager - Wealth Management 

- The Wealth proposition and Wealth products represent one of the most critical capabilities and pillars to fulfill RBWM customers- Financial needs as well as fully deliver Clients capabilities to the full benefits of our clients.

- The establishment and maintenance of a comprehensive Financial Planning framework and relevant Products and Service offering for our Wealth qualifying clients is critical to achieving RBWMs priorities in the coming years. The use of robust models to drive the right customer outcomes in financial planning and product service offering

- The Person will be managing key Financial Planning and Advice models like Client Risk Profiling Models, Simulation models and other models relating to advice and suitability. The role holder will also act as an SME to support the Centre of Reference for Product Risk Rating (PRR CoR).

- The role is global in nature and supports all the RBWM markets. A global job role ensures consistency in the financial planning framework and approach across markets. The complexity of the business requires the development and usage of global models like Product Risk Rating and Risk Tolerance Questionnaires, as well as global oversight on key projects.

- This is a key role in the Global Financial Planning team which will be based out of the team in Bangalore.