Wealth Management - PWM Asia - Analyst - Bengaluru

Helping clients navigate markets to support their investment goals. Providing client service management support to clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. Monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades.

Requirements

• Bachelor's degree (2018 – June 2022)
• 0-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• 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
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off
• Tuition Reimbursement