banking services advisor

Accenture

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Analyst 
Qualifications:BCom
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. 
What are we looking for? &bull;Financial Analysis &bull;Banking, Financial Services &bull;Underwriting &bull;Ability to work well in a team &bull;Commitment to quality &bull;Strong analytical skills &bull;Written and verbal communication &bull;Ability to meet deadlines
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BCom

Banking Advisory Analyst

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Analyst 
Qualifications:BBA/BCom/MCom
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. 
What are we looking for? &bull;looking for banking relevant experience
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,MCom

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Specialist 
Qualifications:BBA/BCom/Master of Business Administration
 
Years of Experience:7 to 11 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. 
What are we looking for? Looking for resources with banking background
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of moderately complex problems &bull; May create new solutions, leveraging and, where needed, adapting existing methods and procedures &bull; The person would require understanding of the strategic direction set by senior management as it relates to team goals &bull; Primary upward interaction is with direct supervisor &bull; May interact with peers and/or management levels at a client and/or within Accenture &bull; Guidance would be provided when determining methods and procedures on new assignments &bull; Decisions made by you will often impact the team in which they reside &bull; Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,Master of Business Administration

Banking Advisory Specialist

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Associate 
Qualifications:BBA/BCom/MCom
 
Years of Experience:1 to 3 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. 
What are we looking for? &bull;looking for banking relevant experience
 
Roles and Responsibilities: &bull;In this role you are required to solve routine problems, largely through precedent and referral to general guidelines &bull; Your expected interactions are within your own team and direct supervisor &bull; You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments &bull; The decisions that you make would impact your own work &bull; You will be an individual contributor as a part of a team, with a predetermined, focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,MCom

Banking Advisory Associate

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Senior Analyst 
Qualifications:BBA/BCom/MCom
 
Years of Experience:5 to 8 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. 
What are we looking for? &bull;looking for banking relevant experience
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of increasingly complex problems &bull; Your day to day interactions are with peers within Accenture &bull; You are likely to have some interaction with clients and/or Accenture management &bull; You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments &bull; Decisions that are made by you impact your own work and may impact the work of others &bull; In this role you would be an individual contributor and/or oversee a small work effort and/or team &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,MCom

Banking Advisory Senior Analyst

JPMorganChase

<div>JOB DESCRIPTION 
J.P. Morgan Asset and Wealth Management &ndash; IPB Digital &amp; Data Transformation &ndash;Alternative Investments Advisor &amp; Client Experience Product Manager, Vice President, London
About Asset and Wealth Management
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $3.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset &amp; Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset &amp; Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world&rsquo;s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We&rsquo;re thrilled to be consistently named by both Euromoney and Global Finance Magazine as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record.
Our team
As part of the International Private Bank (IPB) Digital &amp; Data Transformation (DDT) organization, the IPB Digital Advisor &amp; Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It&rsquo;s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.
Job description
As part of the IPB Digital Advisor &amp; Client Solutions Product team, the IPB Digital Alternative Investments Advisor &amp; Client Solutions Product Manager, is responsible for leading efforts to re-imagine the Alternative Investments digital experience, empowering our advisors with an easy to navigate, intuitive to use digital toolkit and ensuring an integrated end-to-end journey from Advisors to Clients. A key focus will also be to integrate the various components across the Alternatives Investments toolkit, including pre &amp; post marketing journey, content discovery &amp; education, subscriptions/trade management, portfolio reporting &amp; performance analysis and driving this experience across Advisor &amp; Client platforms. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure successful execution.
As a Product Manager, you will determine the digital life cycle of clients investing through our Active Advisory offering and that of our advisors who support these clients. You will define the product vision, goals and objectives, requirements, and prioritize delivery of digital tools in order to maximize the business value of the initiative.
You will partner closely with Regional Investment Heads, Solutions Product Development, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
Core Responsibilities<ul>
<li>Understand client and advisor needs. Invests in a deep understanding of the business opportunity, advisor &amp; client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor &amp; client needs, and to inform feature definition so that it is relevant and useful.</li>
<li>Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
</li><li>Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.</li>
<li>Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
</li><li>Embody true &ldquo;customer-obsession&rdquo; in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.</li>
<li>Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region</li></ul>
Qualifications<ul>
<li>5+ years of experience in financial services, preferably with experience in wealth management, alternative investments, asset management, digital banking, or a closely related business leading strategic or transformational change.</li>
<li>Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market</li>
<li>Ability to prioritize projects, say &lsquo;no&rsquo; when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.</li>
<li>Proven ability to execute via successful internal partnerships with other organizations.
</li><li>Influence peers with diverse points of view and build consensus.</li>
<li>Excellent leadership skills &ndash; of product, programs, projects, and teams.
</li><li>Structured thinker, effective communicator with excellent written communication skills.
</li><li>Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.</li>
<li>Highly self-motivated and ability to remain calm under intense pressure.</li>
<li>Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
</li></ul>ABOUT US 
 
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 
<div>
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. 
</div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

IPB Digital & Data Transformation –Alternative Investments Advisor & Client Experience - Product Manager - Vice President

Servion Global Solutions

<div>
 
 Role: Demand Management &amp; Capacity Planning Advisor
 
 
 Experience: 20+ Years
 
 
 Location: Riyadh, Saudi
 
 
 
 
 
 Job Description:
 
 
 
 
 
 Role Overview:
 
 
 We are seeking an experienced Advisor &ndash; Demand Management &amp; Capacity Planning to join our PMO team in Riyadh. This senior advisory role is designed for a seasoned professional with over 20 years of experience in banking or financial services, who can provide strategic direction and hands-on leadership in managing demand and resource capacity planning for the PMO function. The Advisor will support the PMO Head in optimizing project demand and capacity planning across the bank&rsquo;s PMO function.
 
 
 
 
 
 Key Responsibilities:
 
 <ul>
 <li>
 Lead demand management processes and ensure alignment with strategic priorities.
 </li>
 <li>
 Develop and maintain capacity planning models for PMO resource optimization.
 </li>
 <li>
 Support the PMO in establishing governance frameworks, standards, and reporting structures.
 </li>
 <li>
 Partner with business and IT leaders to maintain transparency and balance between demand and available capacity.
 </li>
 <li>
 Drive the development and implementation of demand management frameworks to prioritize projects aligned with strategic goals.
 </li>
 <li>
 Design and manage capacity planning models to forecast resource requirements and optimize utilization.
 </li>
 <li>
 Drive the development and implementation of demand management frameworks to prioritize projects aligned with strategic goals.
 </li>
 <li>
 Support the PMO in establishing performance tracking.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Deliver insights and analytics to senior management on capacity vs. demand trends, risks, and improvement opportunities.
 </li>
 <li>
 Mentor and guide PMO professionals in best practices related to demand and capacity planning.
 </li>
 </ul>
 
 
 
 
 Qualifications &amp; Experience:
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business, Engineering, or IT (Master&rsquo;s preferred).
 </li>
 <li>
 20+ years of experience in banking or financial services.
 </li>
 <li>
 Proven experience in demand and capacity management, portfolio governance, and PMO advisory.
 </li>
 <li>
 Strong understanding of project management methodologies (PMI, PRINCE2,Agile).
 </li>
 <li>
 Advanced analytical and stakeholder management skills.
 </li>
 <li>
 Strong expertise in demand management, capacity planning.
 </li>
 <li>
 Demonstrated success in supporting or leading PMO operations.
 </li>
 <li>
 Excellent communication, analytical, and leadership skills with the ability to influence senior stakeholders.
 </li>
 </ul>
 
 
 
 
 Competencies:
 
 <ul>
 <li>
 Demand and capacity Planning &amp; Forecasting
 </li>
 <li>
 Portfolio &amp; Resource Management
 </li>
 <li>
 Aid in Decision-Making &amp; Influence
 </li>
 <li>
 Strategic &amp; Analytical Thinking
 </li>
 <li>
 Resource &amp; Portfolio Optimization
 </li>
 <li>
 PMO Governance &amp; Performance Management
 </li>
 <li>
 Leadership &amp; Cross-Functional Collaboration
 </li>
 </ul>
 
 
</div>

Project Management Officer

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Project Management Officer