Wealth Management Strategist

2 weeks ago

Taguig, National Capital Region, Philippines Visage Executive Search Full time
Job Description

We are seeking an experienced Wealth Management Strategist to join our team at Visage Executive Search. This is a unique opportunity for a skilled professional to lead the development and implementation of innovative wealth management solutions.

  • Develop, produce, and maintain relevant documentation and reports for the Wealth management and financial services program.
  • Act as a consultant to the delivery teams and business engineering team and share wealth management and financial services insights and best practices as applicable.
  • Support the Director, of Service Enablement to develop, articulate, and implement business process improvement initiatives on an ongoing basis.
Required Skills and Qualifications
  • Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and corporate actions, mid office – order management & trade support, investment accounting, performance and risk assessment, reporting and billing)
  • Minimum of 1 year in project management
  • Minimum of 1 year in any of the following: Digital transformation (operating model transformation or new operating model implementation) Digital solutions (digitalizing legacy processes revisiting client experience and reducing cost) SMART technologies (self-monitoring, analysis and reporting technology i.e. artificial intelligence, machine learning and big data analysis)
Benefits

This role offers a competitive salary and benefits package, including opportunities for career growth and professional development.

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