Wealth Management Analyst
Job insights
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Date posted
30/07/2024
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Closing date
30/07/2024
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Hiring location
North
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Offered salary
Negotiable Price
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Experience Level
Middle
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Experience
1 - 3 Years
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Remote work option
Yes
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Expatriate Eligibility
no
Key responsibilities
Shape the future of Wealth Management as a Wealth Management Analyst.
Your main responsibilities include establishing and maintaining working relationship with external partners like lawyers or notaries, following and upgrading our processes related to our Wealth Architecture services and supporting the team into delivering the later.
You will be working closely with Boma Conseil Wealth Managers and our external partners to perform Client Assets analysis and recommendations and deliver day-to-day services.
#1 – Wealth Architecture Services:
- Consolidate data related to Client Assets in sync with Operations and Wealth Management teams
- Perform Assets Analysis and prepare comprehensive reports / synthesis
- Support Wealth Manager in delivering Boma’s services to clients
#2 – Subject Matter Expert onto Wealth Architecture processes:
- Help to design and continuously improve our methodology and process for delivering our Wealth Management services
- Identify and onboard external partners (Legal/Tax Advisors, Lawyers, Notary, Properties Valuators, Private Banks…) in collaboration with Wealth Management team and Legal department
- Manage relationships with partners and coordinate delivery
Hard skills
Photos
Good to know
Goals & Performance Metrics:
As part of our Client Coverage team, your primary focus will be on delivering exceptional client service and experience.
N+1 Management Style:
Direct Manager: Constantin, Head of Client Coverage
Career Progression Opportunities:
You will have a key position, which can evolve according to your aspirations and the development of the structure. Here's a little preview:
Team Leader Wealth Architecture Services (horizon: 2 years)
Wealth Manager (horizon: 4 to 5 years)
Benefits & Culture:
Attractive base salary.
Medical insurance (Rs. 2,500 monthly allowance).
Pension plan.
Travel allowance.
Annual performance bonus.
Long-term incentives.
Candidate Selection Criteria:
Core Competencies:
2 - 3 years' experience as a Customer Success Manager or equivalent role
Experience in the financial or legal sector is a big plus
Strong planning and organizational skills
Fluent in French and English (specially written)
Mindset & Soft Skills:
Resourceful and diligent
Excellent presentation and communication skills
Strong relationship-building abilities
Rigorous, trustworthy, and a team player
Customer service-oriented with a collaborative mindset
We are looking for a collaborative mindset. Agility, performance, results oriented, commitment and conscientiousness are essential to us.
Technical Skills:
Strong analytical skills (financial mathematics is a plus)
High proficiency in MS Office 365 (Excel, SharePoint, PowerPoint…)
Marketing skills are a plus
Experience with data (BI) and methodologies (project management, design thinking) is a plus
Educational background:
Degree or Master's in Business
Work condition:
Our office is located in the scenic Domaine de Labourdonnais, offering a serene environment with beautiful gardens for relaxation and work. We value work-life balance and offer flexible work arrangements, including remote work options in certain conditions. We value conscientiousness.
A typical day at the office starts at 8:30 AM and ends around 6:30 PM from Monday to Friday.
Interested in this job?.
30 days left to apply