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Must Have Skills:Wealth Management domainInvestment Policy StatementsPrivate Banking domainDetailed 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 PlanningPerformance ReportingPortfolio Management Trading Knowledge of products like Vestmark, Charles River, Fiserve APL, etc.Private Banking domain Prior experience of working with BusinessWealth Advisory Product Managers forMinimum years of experience: 5+
Top 3 responsibilities you to shoulder and execute:Wealth Management domainInvestment Policy StatementsPrivate Banking domain.