Manager Consulting Expert - Wealth Management & Financial Service

Qualifications:

• 2-3 years of relevant project management experience
• Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and corporate actions, mid office – order management & trade support, investment accounting, performance and risk assessment, reporting, and billing)
• Minimum of 1 year in project management
• Minimum of 1 year in any of the following:
o Digital transformation (operating model transformation or new operating model implementation)
o Digital solutions (digitalizing legacy processes revisiting client experience and reducing cost)
o SMART technologies (self-monitoring, analysis, and reporting technology i.e. artificial intelligence, machine learning, and big data analysis)