Project Manager-Wealth Management recruitment

Core responsibilities:-

Creating and managing detailed project plans, tracking to milestones, resolving issues and escalating as needed.
Communicating projects status to all levels within the organization, including Senior Management.
Implementing formal change processes.
Building consensus among all groups within the organization.

Core Requirements:-

5 – 10 years of hands on Project Management and/or Business Analysis experience.
5 – 10 years of investment and portfolio management experience, including asset allocation, and rebalancing.
5+ years of experience in managing wealth management product offerings. These product offerings will be made available to financial advisors for developing portfolios for their clients.
5 – 10 years of securities processing, and trading operations experience.
5+ years of wealth management client on-boarding experience.
Knowledge of financial planning and private wealth proposal generation.
5+ years’ experience developing BRD and FRD.

Desired skills:-

Knowledge of project management standards and tools.
Knowledge of current regulatory initiatives and how they can impact the business.
Advanced MS Office skills to produce professional quality documents, data analysis and management and at times develop various prototypes or test support tools.
Strong negotiating and influencing skills.
Excellent interpersonal skills.
Excellent verbal and written skills.

Job board with a personal touch