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Wealth management

JP Morgan Chase & Co.
Bengaluru / Bangalore
Not Specified

Job Description : The Wealth Management Team Leader is responsible for various processes within the life cycle of financial products. The individual will be expected to work in a team environment supporting a variety of other areas within the firm s

Skills :

Consultant - Wealth Management

Genpact
India Pune
Not Specified

With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world&rsquos biggest brands&mdashand we have fun doing it. Now, we&rsquore calling all you rule-breakers and risk-takers who see the world diffe

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Senior Associate - Wealth Management

Genpact
India Pune
Not Specified

With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world&rsquos biggest brands&mdashand we have fun doing it. Now, we&rsquore calling all you rule-breakers and risk-takers who see the world diffe

Skills :

Associate Manager, Wealth Management Ops

Standard Chartered
India Chennai
Not Specified

About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody

Skills :

Completion of Know Your Customer (KYC) for every new relationship acquired . Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening . Regular client meetings for complet

About Accenture: Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Int

Skills :

Job Role: 1. Provide client service support in : 1. Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow 2. Responding to client inquiries on documen

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Kotak Wealth Management: The Kotak Mahindra Group (‘Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen yea

Skills :

Job Description : Role Overview: We are looking for a dynamic individual, with strong analytical skills, a keen interest in financial markets, and the enthusiasm to drive their own book of work.Members of our Investment Solutions Data, Analytics & M

Job Description : Wealth Management-IPB Cash-Operations Analyst Description Roles & Responsibilities - include specific functions/ tasks/ performance objectives The primary responsibility of cash processing team is to release and process wire transf

Completion of Know Your Customer (KYC) for every new relationship acquired . Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening . Regular client meetings for complet

BSG-Wealth Management-Operations

Kotak Mahindra Bank Limited
India Mumbai
Not Specified

Job Role 1. To work on the technology implementation for wealth business 2. Ability to transform the needs of their business users and stakeholders into business requirement 3. Preparation of Requirement documents, test plans, incident reporting. 4.

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Job Description : Wealth Management - Tax Project Manager/ Business Analyst (Operations) - Vice-President- Mumbai/Bangalore Job Description Our Team The Tax projects team is responsible for managing and supporting the implementation of key multi-yea

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Background: The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now, the team comprises of RMs (Product) who work closely with the Wealth relationship team and deep-mine their customer base for bus

Job Description : Key Responsibilities: * The candidate will be responsible for assisting in operational due diligence engagements on long only/liquid alternatives fund managers on JPM Wealth Management platform * Due diligence review includes

Job Description : J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major ma

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Job Role: * Manage financial planning of Wealth UHNI clients, identify their needs and provide them with suitable products and asset allocation. * Detailed Performance analysis of client portfolios and periodical review the portfolio * Build

Role: . Handling personalized service requests of Privy customers. . Generation of timely business MIS. . Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment. . Coordination with CPC/RPC/In

Process Developer - Wealth Management

Genpact
India Noida
Not Specified

With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world&rsquos biggest brands&mdashand we have fun doing it. Now, we&rsquore calling all you rule-breakers and risk-takers who see the world diffe

Skills :

Job Role: * Transactions & customer matters * Provide customer bank balances/Miles/MFSS data for Trust clients on as required basis to Trust Administration Team or to their appointed consultants * Work on assigned projects which are

Kotak Wealth Management: The Kotak Mahindra Group (‘Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen yea

Skills :

Kotak Wealth Management: The Kotak Mahindra Group (‘Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen yea

Skills :

Job Role: . Responsible for owning, improving and enhancing adoption of Kotak Wealth's digital platform . Work on new digital customer and RM experience platform by defining the features and functionalities and drafting business requirements . Mainta

Job Role : The key responsibilities of the role will be as follows: 1.Team Leader to handle SRM's and will be responsible for supervising, managing and motivating team members on a daily basis. 2.As a team leader, you will be the contact point for al

Completion of Know Your Customer (KYC) for every new relationship acquired . Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening . Regular client meetings for complet

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