Sr Manager - Senior Wealth Operations and Documentation
Sr Manager - Senior Wealth Operations and Documentation
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Position: Sr Manager Senior Wealth Operations and Documentation
Reporting to: Head of Wealth Operations
Location: Mumbai
Experience Required: 10 years of experience in wealth management operations and documentation
Overview:
The Sr Manager in Wealth Operations and Documentation will play a pivotal role in leading and strategizing all operational and documentation processes within our Wealth Management division. You will ensure streamlined operations compliance and client documentation accuracy while fostering a culture of innovation and continuous improvement.
Key Responsibilities
- Lead and manage a team responsible for wealth operations and client documentation processes.
- Develop and implement operational strategies to enhance efficiency and service quality.
- Ensure compliance with regulatory requirements and internal policies.
- Collaborate with crossfunctional teams to support business growth and client satisfaction.
- Oversee client onboarding transaction processing and documentation accuracy.
- Identify process improvements and leverage technology for operational excellence.
- Act as the focal point for audit processes and ensure timely resolution of any findings.
- Train mentor and develop the team to foster professional growth and skill enhancement.
Skills and Qualifications
- Bachelors degree in Finance Business Administration or a related field. A masters degree is advantageous.
- Extensive experience in wealth management operations with a strong focus on documentation.
- Proven ability to lead and develop highperforming teams.
- Indepth understanding of regulatory frameworks and compliance within wealth management.
- Strong analytical problemsolving and decisionmaking capabilities.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and digital tools for wealth management.
What We Offer
- Competitive salary and performancebased bonuses.
- Comprehensive health benefits and pension plan.
- Opportunities for career advancement within a global financial institution.
- Continuous learning and development programs.
- Diverse and inclusive work environment.
- Flexible working arrangements with a hybrid work model.
Employment Type
Full Time
