Must Have Experience:
- Must have experience in Wealth Management/Financial Planning platforms in handling International customers / process
- Being a Client facing role, the candidate must have excellent client service delivery experience
- Candidate should be willing to work in US Time zone and follow client holiday calendar.
- Good understanding of various capital markets products((Fixed Income, Futures Options, Equity, Derivatives etc.)_ and securities along with their lifecycle.
- Proficiency in MS Office, Worked on Bloomberg, Reuters,IDC,JPM, Markit. .
- Project Management experience for the Wealth Management domain
- Strong ''ASANA'' tool knowledge/usage or experience in any other ''Work Management Platform'' for effectively managing and collaborating on tasks and projects.
- Fluent in MSFT(Microsoft Office 365) suite
- Worked in any Project management AI Tool(E.g. ''GAMMA)for creation of polished project proposals, presentations, status reports, etc
- Knowledge of Agile/technical experience could be an added advantage, though not mandatory
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