Asset & Wealth Management-PWM WSS Asia- Analyst- Bengaluru

About the role

Asset & Wealth Management-PWM WSS Asia- Analyst- Bengaluru at Candidate Experience site - Interim Campus Acquisition and CW. Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management.

What you'll do

• Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management
• They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the…
• Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services
• Perform new account onboarding, asset transfers, account maintenance and other account service requests
• Leverage your operational background and experience to contribute to a growing business

What you need

• Wealth management
• Capital markets
• Customer service
• Accounting
• Reporting
• Risk management
• B.Com or BBA

Good to have

• Client relationship
• Salesforce