wealth management associate

Shiv Software

<div>
 
 
 Position: Associate Advisor
 
 
 
 
 Location: New City, NY
 
 
 
 
 
 
 Seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
 
 
 
 
 
 As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 Client Service &amp; Meeting Support
 
 
 <ul>
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 Assist the lead advisor with ongoing client relationship management.
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 Prepare meeting agendas, financial reports, and follow-up summaries.
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 Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
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 Maintain accurate and compliant client records in CRM and financial planning software.
 </li>
 </ul>
 
 
 Financial Planning &amp; Investment Support
 
 
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 Help gather and analyze client data to build financial plans.
 </li>
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 Draft initial plan scenarios, cash-flow projections, and retirement analyses.
 </li>
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 Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).
 </li>
 </ul>
 
 
 Operational &amp; Administrative Support
 
 
 <ul>
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 Coordinate account openings, transfers, and custodian paperwork.
 </li>
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 Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
 </li>
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 Maintain excellent communication with clients through email and phone
 
 .
 
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 </ul>
 
 
 
 
 
 Qualifications
 
 
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 Previous experience in financial services or wealth management strongly preferred.
 </li>
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 High attention to detail and strong organizational skills.
 </li>
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 Excellent communication skills (written and verbal).
 </li>
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 Ability to work in a fast-paced, client-focused environment.
 </li>
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 Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
 </li>
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 Interest in pursuing CFP&reg;, Series 65, or other industry licenses is a bonus.
 </li>
 </ul>
 
 
</div>

Associate Advisor

Confidential

<div>
 
 
 JOB PURPOSE:
 
 
 
 
 
 
 The
 
 Senior Associate &ndash; Wealth Management
 
 plays a key role in supporting the strategic implementation of our organization's initiative to attract and serve
 
 Family Offices
 
 and
 
 Ultra High Net Worth Individuals (UHNWIs
 
 ),
 
 
 focusing on ecosystem development, client experience enhancement and regulatory enablement.
 
 
 
 
 
 
 KEY ACCOUNTABILITIES:
 
 
 
 
 
 
 🔹
 
 Strategic Implementation
 
 : Works closely with the line manager in implementing the strategic roadmap for attracting and onboarding Family Offices and UHNWIs to our platform, aligning with the broader vision of establishing a robust Wealth Management ecosystem.
 
 
 🔹
 
 Strategy Execution Support:
 
 Supports in execution of Wealth Management strategy, which is aligned with our strategic plan, by identifying structural gaps and proposing ecosystem enhancements.
 
 
 🔹
 
 Market Intelligence:
 
 Conduct market intelligence and ecosystem mapping to identify trends, gaps, and opportunities.
 
 
 🔹
 
 Cross-Functional Collaboration
 
 : Collaborate with internal teams (Legal, Licensing, Tax, Financial Services Sector, Information Technology, Client Affairs and Strategy Office) to refine regulatory frameworks and client onboarding processes.
 
 
 🔹
 
 Stakeholder Coordination:
 
 Coordinate with Banks, Asset Managers, Family Office advisors, and industry associations to strengthen Qatar&rsquo;s wealth management ecosystem.
 
 
 🔹
 
 Sector Representation
 
 : Represent us at sector-specific forums and conferences to promote thought leadership and strategic positioning in compliance with MCC policy.
 
 
 🔹
 
 Legal Structure
 
 : Advisory Provide advisory input on our legal structures (e.g., Trusts, SPVs, Foundations, SFOs, Multi-Family Offices) to internal teams and external stakeholders.
 
 
 🔹
 
 Client Journey Optimization
 
 : Assist in refining client journeys and onboarding processes for UHNWIs and family offices.
 
 
 🔹
 
 Reporting &amp; Insights:
 
 Prepare sector reports, dashboards, and presentations for internal stakeholders.
 
 
 🔹
 
 Planning &amp; Performance
 
 : Contribute to departmental planning, budgeting, and performance tracking.
 
 
 🔹
 
 Business Development:
 
 Support Work in tandem with the department by providing sectoral insights and strategic support.
 
 
 🔹
 
 Ad Hoc Assignments &amp; Managerial Support
 
 : Perform other related duties or assignments as directed by the Manager &ndash; Wealth based on the company&rsquo;s needs.
 
 
 🔹
 
 Business Development
 
 : Provide sector-specific insights and strategic support to the department to enhance business development initiatives.
 
 
 
 
 
 
 QUALIFICATIONS, EXPERIENCE and SKILLS:
 
 
 
 
 
 
 🔹 Bachelor&rsquo;s degree in BA, Finance, Accounting, Economics, or related discipline.
 
 
 🔹 Preferably an MBA or equivalent post-graduate qualification from a recognized business school.
 
 
 🔹 Minimum of 5 years of relevant experience in strategic partnerships or ecosystem enablement&mdash;preferably within governmental, semi-governmental, or financial services sectors.
 
 
 🔹 Experience in roles that involve stakeholder engagement, ecosystem building or sector development
 
 
 🔹 Excellent communication, negotiation, presentation and interpersonal skills in English.
 
 
 🔹 Experience in BD and Account Management fields in multicultural environment.
 
 
 🔹 Negotiation, facilitation and presentation skills
 
 
 🔹 Problem solving and prioritization skills
 
 
 🔹 Report writing
 
</div>

Senior Associate - Wealth Management & Family Office Services

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 About the Program
 
 
 
 The Deutsche Bank Junior Talent Program is a 12-to-15-month program that offers a unique opportunity to gain real-world exposure in Private Banking. Designed to help you develop your skills through formal training and continuous support, you will be integrated into our day-to-day activities and quickly gain the confidence to take on real projects by learning first-hand how and what we deliver for clients worldwide.
 
 
 
 As a participant of this program, you will:
 
 
 
 <ul>
 <li>
 Learn about the firm and how we do business
 </li>
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 Gain the skills and knowledge necessary to support our businesses
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 Have access to the training and guidance to help you prepare for the next level
 </li>
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 Build valuable professional networks and interact with colleagues across the firm
 
 
 
 </li>
 </ul>
 
 Eligibility
 
 
 
 Recent 2024 and 2025 graduates with an undergraduate or graduate degree from all academic backgrounds or professionals with no more than 18-months of full-time work experience looking to make a career transition are welcome to apply.
 
 
 
 About The Division
 
 
 
 Deutsche Bank Private Bank (PB) is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients.
 
 
 We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS.
 
 
 We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
 
 
 
 What You'll Do
 
 
 
 As a Junior Talent with the PB Middle East team, you will collaborate with Private Banking colleagues in achieving their financial (Net New Assets, Revenue, Asset Under Management), operational and risk objectives. This is achieved by working in close partnership with Relationship Managers/ Investment Managers/ Account Managers in the day-to-day planning and servicing for the clients.
 
 
 
 You will be immersed in real responsibilities such as:
 
 
 
 <ul>
 <li>
 Assisting PB Middle East Private Banking colleagues in daily back-office administration tasks
 </li>
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 Preparing reports, summaries, meeting notes and supporting CFS in meeting compliance-related regulatory tasks
 </li>
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 Learning and applying front-office systems
 </li>
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 Supporting the Sub-Region Head in strategic projects and execution such as expanding the Middle East footprint through offshore and onshore collaboration within the internal DB group
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 To further support CFS in any administrative tasks, collaborating cross functionally with key internal partners including CLM / Compliance / Legal / Products / Advisory and Sales and DB WM&rsquo;s entire range of product specialists to deliver the firm&rsquo;s best capabilities, solutions and investment thinking
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 Acting within professional, legal and ethical boundaries and guidelines, in accordance with all internal and external laws and regulations, DB's internal policies and procedures including the Code of Ethics and Conduct
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 Internally flagging and managing reputational risks and conflict issues in coordination with relevant stakeholders
 
 
 
 </li>
 </ul>
 The Junior Talent Program is an ideal way of finding out whether a career in Private Banking meets your needs and aspirations.
 
 
 
 Skills and Qualifications We Are Looking For:
 
 
 
 <ul>
 <li>
 Fluency in English and Arabic
 </li>
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 Previous internships or exposure to financial services, the Private Banking business and/or capital markets is a plus
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 Excellent written and verbal communication skills, proficiency in Word, Excel, and PowerPoint, and excellent interpersonal skills to work effectively in teams
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 Excellent analytical capabilities with a high attention to detail and accuracy
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 Self-motivated and proactive team players who can build strong relationships and work effectively in a team environment across different locations
 
 
 
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 </ul>
 
 Well-being And Benefits
 
 
 
 Deutsche Bank is committed to creating a health-promoting and caring work environment where our people can be themselves, feel supported and happy, so they can perform at their best and thrive in their careers.
 
 
 
 Deutsche Bank and Diversity
 
 
 
 Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital/civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation, or disability.
 
 
 We guarantee that your application will remain anonymous and be treated confidentially. Please let us know if you require any adjustments to enable you to apply or attend an interview. If you would like to discuss your requirements, or have any concerns about the application process, please contact your recruiter.
 
 
 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
 
 
 We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
</div>

Private Banking Intern - 12 to 15 months

JPMorganChase

<div>JOB DESCRIPTION 
We are seeking a highly motivated Go-To-Market Associate to join our high-energy marketing team. In this role, you will partner closely with our digital product, design, and technology teams to plan and execute go-to-market strategies that drive adoption of our advisor digital tools. This position focuses on internal go-to-market and communications, ensuring stakeholders are aligned and equipped for successful product launches.
As a Go-To-Market Associate in the team, you will be responsible for managing the pipeline of launches, calendaring upcoming initiatives, ad preparing impactful resources&mdash;including presentations, internal communications, and digital content. This role offers a unique opportunity to gain exposure to senior leaders, build a strong professional network across the business, and learn the front-to-back product lifecycle.
Job responsibilities:<ul><li>
Partner with marketing, product, design, and tech teams to support go-to-market strategies for internal audiences.</li><li>
Manage the calendar of product launches, ensuring timely alignment and communication across teams.</li><li>
Develop and prepare high-quality launch materials, including presentations, short-form content, internal newsletters, and digital communications.</li><li>
Build communication strategies and resources that support adoption of our advisor digital toolset.</li><li>
Track and coordinate upcoming initiatives, ensuring milestones and deadlines are met including digital adoption metrics.
</li><li>Collaborate with senior leaders to align messaging and ensure consistent execution often via PowerPoint Decks</li><li>
Adapt to changing priorities and contribute to process improvements that enhance efficiency and impact.</li></ul>
Required qualifications, capabilities and skills:<ul><li>
Bachelor&rsquo;s degree in Marketing, Communications, Business, or a related field (or equivalent experience).</li><li>
Minimum 3 years of experience in marketing, go-to-market, product marketing, or business management with a strong element of communications.</li><li>
Strong PowerPoint skills and experience with design tools (e.g., Adobe Creative Suite, Canva, Figma)</li><li>
Excellent written and verbal communication skills, with the ability to simplify complex concepts.</li><li>
Highly organized with strong project management skills; able to manage multiple priorities simultaneously.</li><li>
Personable, professional, and collaborative, with the ability to work across teams and levels.</li><li>
Attention to detail, innovative mindset, and strong problem-solving abilities. An inquisitive mindset and strong sense of curiosity will be helpful.</li><li>
Comfortable working under pressure in a fast-paced environment and strong self-starter with ability to multi task and manage multiple deadlines.
</li></ul>ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
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> 
 
 
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>

Marketing and Communications - Go-To-Market - Associate

Enrichers Investment Group

Company DescriptionEnrichers Investment Group (EIG) is a private equity firm based in Lahore, Pakistan. Founded in 2011, EIG aims to revolutionize the investment industry in Pakistan through modern wealth management capabilities and transparent investor relations. We offer diverse investment opportunities in real estate, financial markets, physical trade, business brokerage, and agri-division. Our team of experienced executives, backed by strong risk management strategies, ensures legal due diligence and helps clients make smart financial choices for long-term returns.Role DescriptionThis is a full-time on-site role for a Human Resources Associate at Enrichers Investment Group in Lahore. You will be responsible for HR management, maintaining HRIS, benefits administration, and training.Qualifications<ul><li>Bachelor's degree in Human Resources.</li><li>Human Resources (HR) knowledge and skills</li><li>Experience in HR management and HRIS</li><li>Hiring and Recruiting skills</li><li>Interviewing and Communication skills</li><li>Training skills</li><li>Proficient in benefits administration</li><li>Must know about social platforms for Recruitment</li><li>Excellent organizational and communication skills</li><li>Attention to detail and ability to handle confidential information</li><li>Strong problem-solving and decision-making abilities</li><li>Ability to multitask and prioritize effectively</li><li>Proficient in Microsoft Office Suite and other relevant software</li></ul>Job Type: Full-timePay: Rs50,000.00 - Rs70,000.00 per monthWork Location: In person

HR Associate (Male)

Aventus

Associate Director - AI Process Transformation Aventus Abu Dhabi Emirate, United Arab Emirates Overview Our client is a prominent Sovereign Wealth Fund in Abu Dhabi seeking a visionary leader to drive AI-enabled process transformation across a major organization in the UAE. This high-impact role combines strategic influence, process-engineering expertise, and hands-on experimentation with GenAI, automation, and intelligent workflows. About the Role As Associate Director - AI Process Transformation, you will: <ul> <li>Act as the organization's AI evangelist, inspiring teams through thought leadership, roadshows, and capability-building.</li> <li>Lead cross-functional design squads to reimagine business processes, embedding GenAI agents, automation, and ML insights.</li> <li>Develop and maintain a rolling 18-month process transformation roadmap prioritized by ROI and strategic fit.</li> <li>Own the governance and value-realization framework, ensuring benefits are tracked, compliant, and sustainable.</li> <li>Codify best practices, templates, and AI playbooks to empower departments to self-serve future redesigns.</li> <li>Publish white papers, benchmarks, and success stories to showcase transformation impact.</li> </ul> Candidate Requirements <ul> <li>15+ years in business process re-engineering and digital transformation, with 5+ years leading enterprise-wide initiatives.</li> <li>Strong track record delivering GenAI, RPA, process mining, and workflow automation solutions.</li> <li>Expertise in Lean Six Sigma, BPMN, and Design Thinking methodologies.</li> <li>Experience in change management frameworks (e.g., Prosci/ADKAR).</li> <li>Exceptional communication and storytelling skills, with the ability to rally executives and frontline teams alike.</li> <li>Financial and analytical acumen, linking process redesign to tangible business outcomes.</li> </ul> If you're a seasoned transformation leader with a passion for AI, automation, and business reinvention, we'd love to hear from you. Apply today to explore this opportunity. Additional Details <ul> <li>Seniority level: Director</li> <li>Employment type: Full-time</li> <li>Job function: Information Technology</li> </ul>

Associate Director - AI Process Transformation

Nomura

<div>
 
 
 Nomura Overview:
 
 
 
 
 
 
 Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.
 
 
 
 
 
 Nomura Services, India supports the group&rsquo;s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group&rsquo;s global operations.
 
 
 
 
 
 At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies &amp; programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards.
 
 
 
 
 
 
 Division Overview:
 
 
 
 
 
 
 Nomura International Wealth Management (IWM) have more than 50 years of experience delivering value to our high-net-worth clients in Asia. Our commitment to deliver bespoke solutions is paired with judicious planning, coupled with Asia insight to meet clients&rsquo; wealth planning and investment goal objectives.
 
 
 
 
 
 Nomura IWM have access to both global and regional investment opportunities across multiple asset classes - fixed income and equity securities, including currencies, interest rates and credit in cash, derivatives and structured products. IWM will take advantage of Nomura&rsquo;s research-based advice, strong execution capabilities and bespoke solutions that leverage our global expertise in Global Markets, Investment Banking, Asset Management and other affiliates.
 
 
 
 
 
 IWM rolls up to Nomura&rsquo;s Wholesale division along with Global Markets (GM) and Investment Banking (IBD).
 
 
 
 
 
 
 
 
 
 Business Unit Overview:
 
 
 
 
 
 
 This role is within the IWM Client Experience - Front Office (CE-FO) domain that focuses on enhancing client experience, reducing operational risk, and improving front office efficiency. The team plays a strategic role in delivering client-facing initiatives and works closely with Business Management, IPAS, Operations, Compliance and Technology teams to implement solutions that improve client service delivery and operational efficiency.
 
 
 
 
 
 
 
 
 
 What We Offer:
 
 
 
 
 
 <ul>
 <li>
 We support employee wellbeing by ensuring a sense of purpose and belonging.
 </li>
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 We offer a comprehensive range of wellbeing services which allows employees to get access to the assistance they need at any point in their wellbeing journey.
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 Our bespoke benefits support employees and their family&rsquo;s holistic wellbeing and are inclusive of diverse identities and family structures.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Position Specifications:
 
 
 
 
 
 
 
 Corporate Title:
 
 Associate
 
 
 
 Experience:
 
 2 - 5 years of relevant experience
 
 
 
 Qualification:
 
 Bachelor's degree in Business, Finance, Economics, Data Science, or a related field; MBA or relevant master's degree is a plus
 
 
 
 
 
 
 Role &amp; Responsibilities:
 
 
 
 
 
 
 Role:
 
 <ul>
 <li>
 We are seeking an experienced and dynamic Business Analyst to join our Wealth Management Business Transformation team.
 </li>
 <li>
 In this pivotal role, you will be at the forefront of driving change and innovation within our wealth management division, working on high-impact projects that shape the future of our business around client experience.
 </li>
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 You will be required to assist in driving efficiency initiatives to improve client experience, reduce operational risk and reduce hours and efforts.
 </li>
 </ul>
 
 
 
 
 Responsibilities:
 
 
 
 
 
 
 Initiative Management
 
 
 <ul>
 <li>
 Drive and coordinate Client Experience Improvement Initiative
 </li>
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 Lead digital platform for Soft Token Implementation &amp; migration
 </li>
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 Manage Front Office Efficiency Initiative
 </li>
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 Oversee Fee Schedule Updates
 </li>
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 Execute Client Experience Improvement Projects
 </li>
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 Manage Complete BM Change Implementation
 </li>
 </ul>
 
 
 Business Analysis and Documentation
 
 
 <ul>
 <li>
 Engage with stakeholders to gather, analyse, and document business requirements.
 </li>
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 Translate requirements into functional specifications, user stories, and actionable solutions.
 </li>
 <li>
 Perform data analysis, gap analysis, and impact assessments for process and system improvements.
 </li>
 <li>
 Facilitate workshops/meetings to drive consensus and solution design.
 </li>
 <li>
 Collaborate with developers to ensure business&ndash;IT alignment.
 </li>
 <li>
 Support testing, validation, training, and issue resolution for new or enhanced systems.
 </li>
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 Lead User Acceptance Testing for digital banking/CE-FO initiatives.
 </li>
 <li>
 Define UAT scope, objectives, success criteria, and create test plans, cases, and scripts.
 </li>
 <li>
 Coordinate testers and stakeholders, manage UAT execution, defect resolution, and reporting.
 </li>
 <li>
 Facilitate kick-offs, status meetings, and post-mortems.
 </li>
 <li>
 Track progress, escalate risks/issues, and provide UAT sign-off upon meeting quality standards.
 </li>
 <li>
 Assist in project planning, scheduling, tracking, and reporting across CE-FO initiatives.
 </li>
 <li>
 Maintain project documentation, including timelines, minutes, and dashboards.
 </li>
 <li>
 Support resource allocation, budget tracking, and risk/issue management.
 </li>
 <li>
 Coordinate stakeholder engagement and cross-team alignment.
 </li>
 <li>
 Provide administrative and governance support to project/program managers.
 </li>
 </ul>
 
 
 
 
 
 Process Improvement
 
 
 <ul>
 <li>
 Identify opportunities for automation
 </li>
 <li>
 Reduce manual workload
 </li>
 <li>
 Streamline client service processes
 </li>
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 Enhance operational efficiency
 </li>
 <li>
 Implement best practices
 </li>
 </ul>
 
 
 Risk Management
 
 
 <ul>
 <li>
 Ensure regulatory compliance
 </li>
 <li>
 Enhance data integrity
 </li>
 <li>
 Address system exceptions
 </li>
 <li>
 Improve control accuracy
 </li>
 <li>
 Monitor and report on risk metrics
 </li>
 </ul>
 
 
 
 
 
 Mind Set:
 
 
 
 
 
 <ul>
 <li>
 Strong understanding of client experience and front office operations in wealth management
 </li>
 <li>
 Experience in business analysis and project management
 </li>
 <li>
 Knowledge of client reporting systems and digital platforms
 </li>
 <li>
 Strong stakeholder management and communication skills
 </li>
 <li>
 Excellent analytical and problem-solving capabilities
 </li>
 <li>
 Project coordination and execution skills
 </li>
 <li>
 Proficiency in MS Office Suite (especially Excel and PowerPoint)
 </li>
 <li>
 Experience with workflow management tools (e.g., JIRA)
 </li>
 <li>
 Prior experience in Wealth Management space
 </li>
 <li>
 Experience with client statement and fee schedule implementations
 </li>
 <li>
 Knowledge of authentication systems and digital platforms
 </li>
 <li>
 Understanding of regulatory requirements in banking
 </li>
 <li>
 Experience in process improvement and automation initiatives
 </li>
 <li>
 Prior experience in strategy roles would be an added advantage
 </li>
 </ul>
 
 
 
 
 
 We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer&rsquo;s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.
 
 
 
 
 
 
 
 
 
 
 *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.
 
 
 
 
 
 
 
 *The benefits are subject to change and will be in accordance with Company&rsquo;s policies as may be applicable from time to time).
 
 
</div>

International Wealth Management - Business Management – Analyst / Associate

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