Expert in Wealth Management and Private Banking

24 hours ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱500,000

Working as a Financial Services Expert, you will have the opportunity to collaborate with stakeholders to gather, analyze, and document requirements for key initiatives in wealth management, asset management, and private banking.

Key Responsibilities
  • Engage with business stakeholders to identify and prioritize project requirements.
  • Develop clear functional specifications for IT and development teams.
  • Evaluate existing systems and processes to identify gaps and recommend improvements aligned with business goals.
  • Support testing, validation, and implementation phases of system changes and enhancements.
Requirements
  • Demonstrable track record in financial services with experience in wealth management, asset management, or private banking.
  • Strong analytical, documentation, and interpersonal communication skills.
  • Ability to thrive in a collaborative, fast-paced environment while managing multiple priorities.
  • Working knowledge of industry-leading tools and methodologies.
What We Offer
  • Comprehensive medical and insurance benefits.
  • Opportunity to work on transformative projects and drive innovation in the financial services space.
  • Exposure to best-in-class methodologies and continuous professional growth.
Equal Opportunity Statement

We are an equal opportunity firm committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic.

Job Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance and Information Technology
  • Industries: Banking, Financial Services, and Technology

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