OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

REQUIREMENTS

• 5+ years of prior work experience in the financial industry
• Demonstrable experience in a line management role is essential
• Prior experience in handling regulatory engagements
• Ability to partner with Operations, Compliance, Legal and Technology to drive regulatory engagement
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholdersIntegrity, ethical standards and sound judgment

Please refer the Job description for details