Engage with clients and manage relationship, ensuring alignment with client objectives and risk tolerance.
Work closely with client and delivery team to deliver solutions as per requirements.
Work with clients to understand the current landscape, help in creating target state across all business functions and operations.
Create a functional requirement and business requirement documents and help delivery team to document technical documentations mapping the business functions.
Understand the business process in details and work closely with architects to evolve a conceptual and logical data model.
Bring the industry experience to help drive business architecture and solutions.
Collaborate all internal teams and clients to ensure there are no gaps in the client understanding and internal architects & delivery teams.
Communicate with business using business language and translate the business requirements in language that internal IT teams can understand.
Key Skills Required:
Asset Management: Extensive experience in in all functions of asset management including investment strategies, investment portfolios, asset allocation, fund administration, market data.
Wealth Management: Proficiency in providing comprehensive wealth management services, including financial planning, estate planning, and retirement planning, portfolio construction / management, client onboarding, client risk profiling, trade processing, portfolio & position accounting, account performance, reporting, settlement and clearance process & market data.
Asset Services: Knowledge of asset servicing, including custody, corporate actions, income processing, shareholder identification, tax & certification, administration, and reporting.
Financial Analysis: Strong analytical skills for assessing market trends, financial statements, and investment opportunities.
Client Relationship Management: Excellent interpersonal and communication skills for understanding the roadmap, engage with customers and guide and help the delivery team to deliver solutions as per client’s expectations.
Regulatory Compliance: Understanding of regulatory requirements and compliance related to asset and wealth management.
Requirements
Qualifications:
Bachelor’s degree in finance, Economics, Business Administration, or a related field; master’s degree or professional certifications (e.g., CFA, CFP) preferred.
Extensive experience in asset management, wealth management, and asset services domains
Proven track record of managing and implementing complex solutions.
Strong analytical and modelling skills.
Excellent communication, negotiation, and relationship management skills.
In-depth knowledge of financial markets, investment products, and regulatory requirements.
Ability to work independently and as part of a team in a fast-paced, dynamic environment