Job Seekers, Please send resumes to resumes@hireitpeople.com
Job Details:
Must Have Skills:
- Wealth Management domain
- Investment Policy Statements
- Private Banking domain
Detailed Job Description:
- 5 years of Experience in Wealth Management domain. 8 years of Financial Domain experience preferred.
- Knowledge of IPS Investment Policy Statements Process, Asset Allocation, Investment Advisory products, Advisory Billing, Wealth Management platforms
- Financial Planning
- Performance Reporting
- Portfolio Management Trading Knowledge of products like Vestmark, Charles River, Fiserve APL, etc.
- Private Banking domain
- Prior experience of working with BusinessWealth Advisory Product Managers for
Minimum years of experience: 5+
Top 3 responsibilities you to shoulder and execute:
- Wealth Management domain
- Investment Policy Statements
- Private Banking domain.
