- Mumbai, Maharashtra, India
- On-site
- Full-time · Associate
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Responsibilities
- Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
- Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
- Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
- Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
- Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
Requirements
- Graduate or postgraduate qualification in Commerce
- Nice to have: End-to-end transaction execution and settlement activities within Wealth Management or Investment Operations
- Nice to have: Experience working with multiple internal and external stakeholders across banking, custody, compliance, technology, and product providers
- Nice to have: Understanding of client reporting
- Nice to have: Security master maintenance