Job Description

Skill required: Wealth Management - Wealth and Asset Management Applications Designation: New Associate Qualifications:BCom,Any Graduation Years of Experience:0 - 1 Year What would you do? Analytical ThinkingSCommunication / Presentation SkillsEMulti-tasking / Time ManagementEAbility to LearnE What are we looking for? Creation of Client Investment Review and Portfolio View, Management of compliance document, Review of newly opened application forms, Trade Support, Collateral Management and Corporate ActionsFunctional Expertise:?Minimum 4-7 years of experience in Brokerage or Retirement Services pertaining to Insurance, Annuities, Pension fund Brokerage Accounts, etc?Knowledge of regulations like Banking Secrecy Act, USA patriot act, OFAC regulations etc?Subject Matter Expert?Review for accuracy and provide inputs ?Coordinates with onshore team or stakeholderStay apprised of capital market updates through reading, research, and training through appropriate sources. Roles and Responsibilities: Ability to understand evaluate Capital Market and Banking product requirements Ability to understand business processes to verify controls are effective, mitigate risks, and suggest changes to control descriptions as needed. Analytically sound to take decisions on controls Ability to understand Complex Documentation and legal language Advanced Proficiency required in English Language to create documentation. Perform assignments/deals/tasks Attention to details to analyze Gaps in control Ability to review all written materials Should be a self-starter, motivated and highly energized individual to compete the complexity of the process Ability to interact with internal stakeholders to explain the process and present the processQualificationsBCom,Any Graduation

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