Global Wealth Management Resume Samples

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J Paucek

Jackie

Paucek

3564 Batz Lodge

Boston

+1 (555) 877 0593

3564 Batz Lodge

Boston

Phone

p +1 (555) 877 0593

Experience Experience

Chicago, IL

Global Wealth Management

Chicago, IL

Pagac-Lakin

Chicago, IL

Global Wealth Management

Educate and partner with managers throughout the performance management cycle
Working with the Business Banking Sales Assistant to implement deals using Deal Manager (Treasury Services application)
Manage and develop junior team members
Understand business objectives and assist in developing an event strategy that supports business goals
Work with senior event team member to manage Southern California budget and event tracking processes; utilize internal systems to input event information
Conduct research and analysis; assist with product development and prospecting efforts
Manage multiple philanthropic portfolios for client and trustee foundations in a manner consistent with established goals and objectives

Houston, TX

Am-global Wealth Management

Houston, TX

Casper and Sons

Houston, TX

Am-global Wealth Management

Responsible for developing an integrated, multi-channel launch for upcoming marketing tools and products
Budget management and reporting; execution/progress tracking
Support the Project Manager in the execution of small-large scale initiatives, involving cross-business and cross-regional coordination
Provide support to determine operating model impacts and changes both tactical and strategic. Work with business partners, to design and implement
Effective in a team setting but is also a self-starter
Develop and deploy an integrated media strategy and execute media buys, and including media agency management
Partner with others on the digital team to plan, develop and implement robust digital marketing metrics

present

San Francisco, CA

Asset Management, Global Wealth Management

San Francisco, CA

Auer LLC

present

San Francisco, CA

Asset Management, Global Wealth Management

present

Implementation of our Portfolio Construction and Investment Strategy team's views to ensure the bank's best investment thinking is reflected consistently in our client accounts
Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
Monitor investment vehicle selection and resulting exposures
Monitoring cash and security activity in client accounts
Develop and maintain strong working relationships with internal clients
Communicate PMG trading activity and initiatives to internal clients and partners
Market PMG effectively to all internal clients to continue to grow the team's footprint in Europe

Education Education

Bachelor’s Degree in Accounting

University of San Francisco

Bachelor’s Degree in Accounting

Skills Skills

Excellent communication and organizational skills and able to demonstrate an ability to build relationships with key stakeholders
Quick learner: Proven ability to quickly learn the business & adapt to changing business priorities
Proven ability to build strong partnerships with key stakeholders, desire to learn quickly, be flexible and think strategically 
Proven ability to be able to multi task and be able to change priorities 
Proven ability to build strong partnerships with key stakeholders, desire to learn quickly, be flexible and think strategically
Proven ability to be able to multi task and be able to change priorities
Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
Professional accountancy qualification and/or other professional certifications, such as CFIRS, CFA, or CIA are
Professional accountancy qualification and/or other professional certifications, such as CFIRS, Series 7, CFA, or are
Good judgment and discretion working with highly confidential information

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Global Wealth Management Resume Examples & Samples

Entering information into Deal Manageron an accurate and timely basis to ensure the efficient implementation processof new products and services; active involvement in implementation follow uprequests
Supporting the Treasury Services Specialistsin maintaining sales pipeline to ensure active follow-up and tracking of salesopportunities
Preparing proposals, pricing analysis andcost/benefit analysis based on client needs
Assisting Treasury Services Specialists withidentifying opportunities by reviewing penetration reports, client profiles andother tools
Partnering with Marketing to create internaland external sales materials to promote the various Treasury Services productsand solutions, along with highlighting client benefits
Maintaining an expert knowledge of TreasuryServices products and solutions and assist Treasury Services Specialists inproviding ongoing training and education for Advisors and Client Service teamsto increase product knowledge and sales production
2 years of Treasury Services/Cash Management product knowledge
Knowledge of the private client business and associated products aplus
Team-oriented and able to interact effectively with variousfunctions including investment professionals, marketing, risk, legal,compliance, technology and operations team members

Global Wealth Management Resume Examples & Samples

Audit, fund administration, corporate experience and/or CPA a plus
Fundamental knowledge of hedge funds, public/private equities, fixed income and derivative securities
Knowledge of current regulatory landscape for alternative assets
Investment partnership accounting and fund accounting experience
Financial reporting preparation and review
Experience with financial audit engagements - GAAP and IFRS
Polished written and presentation skills
Proactive and motivated perspective
Excellent time management and multiple project management skills
Microsoft excel, word, and PowerPoint

Global Wealth Management Resume Examples & Samples

Minimum 3 years in business or financial analysis
Experience in forecasting, planning and analysis
Strong familiarity with Microsoft programs, including but not limited to Excel and PowerPoint

Asset Management, Global Wealth Management Resume Examples & Samples

Implementation of our Portfolio Construction and Investment Strategy team's views to ensure the bank's best investment thinking is reflected consistently in our client accounts
Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
Monitoring cash and security activity in client accounts
Market PMG effectively to all internal clients to continue to grow the team's footprint in Europe
Work with various other internal partners to complete business initiatives

Asset Management, Global Wealth Management Resume Examples & Samples

Practical, hands-on investment experience
Experience within asset management
Strong teamwork and interpersonal skills. Quantitative background a plus

Am-global Wealth Management Resume Examples & Samples

CFA or an MBA - preferred
3+ years of practical, hands-on investment experience
Suitable "presence" to represent the Private Bank to vendors and clients

Global Wealth Management Resume Examples & Samples

Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information
Prepare materials for internal and external meetings and presentations
Navigate and facilitate information flow/messaging between teams
Develop rapport with members of the teams within and across regions
Superior multi-tasking and organizational skills, with strong attention to detail
Confidence interacting with and communicating to all levels of management, including executive management
Demonstrate aptitude for sales and client relationship management
General interest in financial markets and macro-level economic trends

Global Wealth Management Resume Examples & Samples

Banking
Mortgage
Regulatory (Suitability/ Cross Border / AML / KYC)
Discretionary
Take the lead on supporting the regional agenda for the business related programs/projects
Coordinate analysis and definition of business requirements relating to Private Banking projects,
Represent and lead specific Working Group requirements by engaging subject matter experts,
Manage the business impacts of enhancements to the global operating model during implementation and post implementation and manage program expectations with management and key stakeholders,
Drive the execution plans associated to the initiative and facilitate implementation activities (such as training and post launch support) across the regions concerned
Experience in Project Management, business development or in a consulting role,
Experience in Change Management programs and projects in a multinational organization (i.e. ability to detail the Business requirements from the internal client perspective and coordinate the project with technological team prior to implementation),
Experience to communicate and motivate multi cultural team members on a specific subject,
Strategic and analytical thinker with a drive towards execution and delivering results,
Self motivated with ability to work independently identifying projects milestones and key stakeholders internally, while managing up and escalating appropriately,
Excellent communication skills to communicate key messages, simplify complex business situations and handle smoothly stakeholders reluctance to adopt new solutions implemented,
Prior experience of managing projects with Technology deliverables
Top performer with proven results, driving business objectives on schedule
Dynamic and charismatic team leader / player able to inspire / drive change through influence management
Creative thinker who can balance client / advisor needs with business objectives,
Experience in Wealth Management, preferably with an international & multi-cultural focus,
Experience and understanding of Banking Industry Global and Local Regulations

Global Wealth Management Resume Examples & Samples

Defines detailed processes, requirements, organizational structure and relevant roles and responsibilities required to implement changes
Manages the transition from current to future state, and implements
Delivery of major CAE initiatives in partnership with the Front Office, Product, Marketing, Operations and Technology
Coordination across other in-flight programs
Identification of improvements across all aspects of operating model (e.g., organizational structures, process efficiencies and technology enhancements)
Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
Analysis and prioritization of alternative solutions to drive results
Demonstrated ability to lead large projects, including building highly effective cross-functional teams
Demonstrated ability to manage people and projects
Financial services/business consultancy background, preferably in Wealth Management
8+ years of experience in strategic consulting, management consulting, project management, process improvement

Asset Management, Global Wealth Management Resume Examples & Samples

The Banker will be responsible for prospecting and acquiring new clients and new assets from new and existing clients
Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients focused on the Non-Resident Indian (NRI) client market in the UK
Responsible for sales and implementation of investment, banking, credit and trust/estate products to core clients as appropriate
Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies
Provide guidance to junior staff

Global Wealth Management Resume Examples & Samples

Partnering with Advisors to generate new profitable business from prospects while maintaining and growing the existing portfolio of clients by developing and executing strategic sales planning activities and taking the lead in presenting the firm’s Cash Management solutions to clients and prospects
Leading Advisors to uncover new opportunities and penetrate existing book of business through identification of opportunities and active engagement in joint calling efforts
Maintaining expert knowledge of Cash Management products and solutions and providing ongoing training and education for Advisors and Client Service teams to increase product and pricing knowledge and sales production
Educating Advisors on new products and features, as well as sales management tactics
Providing support for general inquiries (e.g. overview of product features, pricing)
Working with the Business Banking Sales Assistant to implement deals using Deal Manager (Treasury Services application)
5+ years of Cash Management product knowledge
Track record of sales and relationship management success
Knowledge of the private banking business and associated products
Team-oriented and ability to interact effectively with various functions including investment professionals, marketing, risk, legal, compliance, technology and operations

Asset Management, Global Wealth Management Resume Examples & Samples

Pricing and Execution of FX and Commodity trades in the full product range, including spot, forwards, derivatives and Structured Products
Client interaction (over the phone or in person) to discuss our markets and to offer solutions
Work with the strategists to develop and present on investment ideas
Maintain relationships with internal and external counterparties to execute transactions
Assisting the marketing effort of trade ideas and contribute proactively to internal forums and discussions
Monitor and communicate business metrics inc. performance analytics and data analysis to management on a periodic basis
Follow economics, international finance, foreign exchange/commodities research and international news events

Global Wealth Management Resume Examples & Samples

Partnering with global and cross functional groups to deliver innovative solutions
Prioritizing alternative solutions and influencing key stakeholders in a cross-functional, diverse environment
Monitoring adoption of new processes/solutions
Evaluate and prioritize alternative solutions that drive results
Develop and translate quantitative analysis into strategy
Work independently and know when to ask for help
Prior client and/or marketing experience preferred
Strong PC skills including MS Project, Word, PowerPoint and Excel
3+ years of experience in strategic consulting, management consulting, project management and/or process improvement

Global Wealth Management Resume Examples & Samples

Partner with global and cross-functional groups to deliver innovative solutions
Gather, formulate, and deliver business requirements from various stakeholders, and collaborate with technology partners to drive execution and implementation
Evaluation and Prioritization of alternative solutions to drive results
Create and deliver effective presentations for senior leadership
Own end-to-end implementation projects including project management, execution and evaluation
Provide effective business & data analysis solutions to "tell a story" behind the data. Develop business metrics that will explain the data while understanding the Wealth Management Business
Forge relationships and build a network throughout the firm to understand appropriate recipients of internal confidential and highly regulated information
Understand and translate business requirements into data metrics, reporting & analysis
Prioritize of alternative solutions to drive results
Create and deliver presentations for senior leadership
8 years of experience in strategic consulting, management consulting, project management, process improvement
Demonstrated ability to lead large projects (planning, designing, documenting, communicating and follow-up)
Experienced manager of people and projects

Global Wealth Management Resume Examples & Samples

Assist, tend to, and anticipate guest's needs
5-7 years of administrative experience
PR, event planning, or hospitality experience a plus
Skills include familiarity with widely-used software packages e.g. Word, Excel, and PowerPoint
Basic experience such as maintaining files and records, typing, proofreading, answering telephone, coordinating conference room assignments, confirming appointments and/or maintaining calendars

Am-global Wealth Management Resume Examples & Samples

Be a key player in changing the way digital marketing is approached at GWM, from concepting to implementation, working with a variety of partners in order to affect change
Lead the strategic elements of digital marketing programs, including several key initiatives such as a new web strategy, social media, mobile/ apps and other digital programs, in order to strengthen our brand and digital presence
Act as a digital marketing strategy “advisor” for the Regional Marketing Heads and their teams, Marketing Strategy & Operations, and other key partners. Ensure the sharing of successful digital marketing initiatives tried in one region with other parts of the world
Bring together the regional marketing strategists to identify digital challenges and opportunities within established and expansion markets, and develop strategies that can be implemented in regional marketing plans. Similarly, work with product marketing managers to embed digital marketing into their respective marketing plans
Support the Head of Digital Marketing in the management of the digital marketing budget on an ongoing basis, including working with internal and external constituents to scope potential initiatives and/or refine existing budget plans
Partner with others on the digital team to plan, develop and implement robust digital marketing metrics
Either directly or indirectly manage team members; participate in recruiting new Digital Marketing talent as appropriate
Bachelor's degree with 10+ years of digital marketing strategy experience, with increasing responsibility, including management experience. MA or MBA is a strong plus
Experience managing concurrent, complex digital programs through successful delivery, including prioritization and tradeoffs among features, user experience and performance
Strong interest in and passion for actionable ideas on how technology and digital media can further an organization's business goals
Advanced understanding of web analytics and metrics

Global Wealth Management Resume Examples & Samples

0-3 years fund accounting experience with Private Equity and/or Hedge Funds or similar alternative vehicles required
Financial statement preparation and/or review experience
Working knowledge of US GAAP principles (CPA a plus)
Strong interpersonal skills and effective presentation /communication skills
Proactive and ability to multi-task in a fast paced environment

Global Wealth Management Resume Examples & Samples

Partnership accounting (capital or unitized) experience
Working knowledge of US GAAP principles (CPA a plus, but not required)
Project management experience preferred, but not required
Proactive, with an ability to multi-task in a fast paced environment
Excellent time management skills and an ability to operate in a high intensity environment

Global Wealth Management Resume Examples & Samples

Ability to consistently structure mortgage solutions for clients with complex balance sheets and cash flows
Ability to analyze client's balance sheet, cash flow, risk tolerance and financial objectives to propose a customized, complex mortgage structure that meets the client's needs and falls within the Firm's risk parameters
Excellent communication and negotiation skills; ability to effectively design and sell alternative financing solutions when structure desired by client differs from the Firm's standards
Excellent sales skills and ability to recommend structures to external and internal clients
Ability to partner with Wealth Managers and Bankers to create an outstanding client experience
Ability to coach/ mentor less experienced Mortgage Advisors
Coordinate internal credit approval process, effectively functioning as the bridge between credit processing and underwriting, the client and the integrated team members
Assist credit underwriters obtain credit approval by participating in credit meetings and providing industry and client knowledge to the credit discussion
Develop less experienced Mortgage Advisors to reach their fullest potential
5 + years Residential Real Estate Mortgage Lending experience
5 + years of loan underwriting and cash flow analysis

Global Wealth Management Resume Examples & Samples

Manage multiple philanthropic portfolios for client and trustee foundations in a manner consistent with established goals and objectives
Review proposals, conduct meetings and site visits, analyze financial information, and make recommendations regarding grants
Coordinate with multiple Trust Officers in local U.S. markets around grantmaking for trustee foundations
Develop efficiencies around grantmaking strategy
Exercise various risk management procedures; and
Prepare grant recommendations to integrated team and internal system for approval
Analyze issues and trends within program areas as they relate to the various foundations’ interests. Conduct and coordinate research, as necessary
Explore new aspects of current program areas as well as new areas of potential interest, and manage special projects
Maintain a strong professional and philanthropic network in order to enhance grantmaking, generate proposals, and inform program direction
Provide support for other Program Officers, and on occasion, members of the Bank’s philanthropic advisory department (separate from PFS)
Perform other tasks, as assigned
Ability to prioritize, multi-task, and meet competing deadlines
Ability to work within the constraints of a high-volume, corporate environment
Undergraduate degree required; related graduate degree a plus
At least five years experience in the nonprofit and/or philanthropic organization is required, including experience in grantmaking
Experience as a skilled generalist preferred, with knowledge in one or more program areas (such as: animal welfare, early childhood education, and/or healthcare) and ability to develop subject matter expertise, as needed

Global Wealth Management Performance Test Specialist Resume Examples & Samples

Solid hand-on performance testing experience including the current project
Knowledge of testing methodology, experience with various protocols of HP LoadRunner and other performance testing tools
Experience performing Load, Stress, Endurance and capacity testing including planning activities through reporting
Ability to work independently as well as part of a coordinated team
Strong experience of monitoring tools like Wily Introscope, OpTier, Asemon, perfmon, and Unix commands. experience of analyzing logs
Expertise of identifying root cause of performance bottle necks and capability of providing recommendation for remediation
Experience leading diverse teams with onshore, offshore and contractor staff
Strong knowledge of programming languages of C/C++ , Java and .Net
Strong Knowledge of QA best practices, SDLC life cycles and best practices of performance testing
Knowledge of SQL, Unix commands, and scripting programming languages are plus
Analyze performance testing requirement and coordinate performance testing initiatives with build, infrastructure and operate team
Create, review and maintain performance test plan, test schedules, test milestones, test status and reporting
Drive efforts on performance testing including planning, hands-on scripting to test execution, designing test scenarios, test execution, monitoring, analyzing results and reporting performance bottlenecks
Manage multiple projects, coordinate activities with onshore and offshore team members ensure quality deliverable in timely manner
Represent and coordinate communications globally with all stakeholders
Work within the Global performance engineering organization and drive standards for performance testing best practices for the respective technology group
Good written & oral communication skills
Capable of managing multiple tasks on multiple projects
Wily Introscope
OpTier
Asemon
Perfmon

Global Wealth Management Resume Examples & Samples

Provide day-to-day support to the local Senior HR Business Partner
Act a s trusted advisor for internal clients
Partner with clients to develop and implement a local people strategy based on business priorities and the global people agenda
Build partnerships, establish and maintain productive business relationships with key clients, stakeholders and colleagues
Actively partner with the different HR Specialist groups to create innovative solutions tailored to meet client needs
Partner with clients to develop a resourcing strategy, identify future leaders, skill gaps and talent. Help clients develop comprehensive succession plans. Ensure the training and development activities within the business produce the skills and knowledge required to meet the future needs of the business. Assist managers in developing the careers of their staff
Partner with the business to identify and attract, retain, and develop diverse talent
Educate and partner with managers throughout the performance management cycle
Manage the year end compensation planning process while ensuring a strong link to performance. Understand compensation regulatory environment, market conditions and company programs
Partner with the Corporate Employee Relations Team to manage sensitive cases
Drive HR initiatives and projects (e.g. mobility, diversity, etc.)
Partner with clients to design organisational structure including efficiency reviews and strategic support in developing headcount initiatives e.g. location strategy, restructures
Participate in various forums as needed
Manage risk by implementing controls in all HR activity
Previous experience as HR Generalist or Junior HR Business Partner required
Demonstrated ability to provide HR consultation on issues including Employee Relations, Staffing, Diversity, Compensation, HR policies and Performance & Talent Management
Experience of implementing HR programmes/driving HR specific projects
Ability to generate solutions to new situations based on prior HR experience
Ability to navigate a complex, fast paced organization and partner effectively with multiple diverse client areas
Strong risk and control mind set demonstrated through awareness of HR’s role in governance and control
Excellent team spirit and result driven approach
Desirable Skills/Experience
HR experience gained in financial services industry
Strong PC skills with hands-on experience in Excel, Word and knowledge of PowerPoint,
Strong knowledge of local Labour Law preferred
French is a plus

Global Wealth Management Resume Examples & Samples

Understand the firm’s business objectives and develop an event strategy that supports the local market’s business goals
Strategic thinker, partner and problem solver with the ability to offer creative solutions
Create high-touch events consistent with J.P. Morgan Private Bank brand standards
Maintain budgets and an event calendar with strong emphasis on data management, list keeping, and operational efficiencies
Well versed particularly in Chicago area venues as well as our footprint in the Midwest region; St. Louis, Minneapolis, Birmingham, Indianapolis, Milwaukee area venues and the ability to keep a finger on the pulse of what is new in the region
Assurance liaising with other J.P. Morgan lines of business, in order to leverage and consolidate ideas, shared resources and cross sell event opportunities
Active participant in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates
Strong organization and analytical skills working under tight deadlines
Proven ability to manage budgets and negotiate with vendors
Exemplary oral and written communications skills
Confidence and a history of liaising with senior leadership
Availability to work late hours and travel
A minimum of 6-8 years prior experience in event management related activities
Advanced PowerPoint and Excel skills a plus
Prior experience in financial services a plus

Global Wealth Management Resume Examples & Samples

Assist CFO/Head Controller with quarterly pricing, financial reporting and accounting of real estate funds. Assist with production of quarterly/annual reports for funds
Assist with oversight and management of quarterly client statement process including review of final product
Review and analyze property financial information. Facilitate and oversee monthly / quarterly reporting process. Ensure that all investments are accounted for in accordance with JREP policies and procedures as well as GAAP
Oversight of third party property management and joint venture partners to ensure compliance with operating agreements
Perform financial due diligence for acquisitions by working with various JREP departments, thirds parties, sellers, JV partners, legal counsel, etc
Broadly interact with independent external auditors and tax practitioners
Assist with assemblage of property and client financial data used by tax practitioners for quarterly and year-end tax filing
Identify and resolve any control issues relating to property management or internal processes
Oversight and management of payments made at the fund level in addition to treasury maintenance (includes quarterly tax payment process)
Coordinate with the investor relations team regarding responses to client inquiries
Minimum of 5 to 7 years of real estate accounting experience
C.P.A. required
Strong accounting, analytical and problem solving skills
Prior fund financial reporting and taxation experience a plus

Global Wealth Management Latin Clt Lender Resume Examples & Samples

Review (or prepare for more complicated deals) credit memos which should completely outline the proposed credit structure including accurate risk rating assessment and any potential collateral issues (ex. concentrations)
Coaching/training
Candidates should have 3-5 years of private banking/asset management, and some credit/lending experience
General understanding of global financial markets and securities industry
Proficiency in Excel, Word and PowerPoint
Fluent in Spanish or Portuguese

Global Wealth Management Resume Examples & Samples

Understand business objectives and helps develop an event strategy that supports business goals
Administrative responsibilities include event calendar management; invoice processing; name badge, menu and place card production; RSVP list management; host tracking; event material production and distribution
List management for client events, using internal systems for RSVP tracking pre and post event
Work with senior event team member to manage Southern California budget and event tracking processes; utilize internal systems to input event information
Well versed particularly in Los Angeles area with ability to secure event venues; contract audio visual companies and other associated vendors as required to execute programs
Active participant in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates as well as participation on global event team call
Facilitate the completion and approval of Event Request Forms inclusive of key event information (i.e., event description, attendee information, compliance details and contacts) and work with finance and banker champion to secure ROI information
Availability to work late hours and travel throughout West Region
Strong proficiency in Microsoft Excel, Word & PowerPoint

Global Wealth Management Resume Examples & Samples

Prepare Annual credit reviews for an assigned portfolio of GWM credit clients. This will require the proper use and application of the Financial Spreading Tool, (FST) to analyze borrower disclosures to determine probability of default/ obligor grades and understand the various types of collateral and associated risks to determine facility grades
Perform Collateral analysis and recommend Loss given Defaults (LGDs) using the appropriate systems
Document covenants and special monitoring requirements
Aptitude for numbers; non-business majors must demonstrate quantitative competence both academically and practically
Self Motivated, team player, hard working
Strong knowledge of Microsoft Office products (Word, Excel, Power point)
Excellent communicator with strong interpersonal and presentation skills
Proactive: Takes ownership of developing skill set

Am Global Wealth Management Resume Examples & Samples

Support the Project Manager in the execution of small-large scale initiatives, involving cross-business and cross-regional coordination
Partner with various stakeholders (business and technology) to guide project team and ensure all deliverables and tasks are completed as planned
Data analysis – including collection of data from various sources, synthesizing the information, performing analysis, interpreting results and making recommendations
Assist in the development of change management/training plans and appropriate communications relative to project delivery, and conduct training as needed by partnering with Training and Communications teams
Provide implementation support including testing of new tools / processes to ensure they meet the requirements of legal, compliance, inclusive of process documentation and training materials
College degree and minimum 3-5 years work experience ; financial services industry experience preferred
Team player and adaptable to changing environment, with good interpersonal skills
Ability to analyze financial and product data to draw conclusions and identify areas of inefficiency or ineffectiveness in processes
Can quickly adapt to work flow variation and change
Proficient in Microsoft products-Word, Excel, Project, PowerPoint, MS Access and Visio

Global Wealth Management Resume Examples & Samples

Understand the business objectives and develop an event strategy that supports the South Region’s business goals
Strategic thinker, partner and problem solver with the ability to offer creative solution
Collaborate with group head and global marketing colleagues on overall WM event data and analysis
Liaison with South Region Marketing Partner to develop cohesive marketing plan for regional and local markets
Oversee budgets and an event calendar with strong emphasis on data quality, deadlines, list keeping, and operational efficiencies
Well versed in the footprint in the South region; Dallas, Fort Worth, Austin, San Antonio, Houston, New Orleans and Oklahoma area venues and the ability to keep a finger on the pulse of what is new in the region
Liaise with other J.P. Morgan lines of business, in order to leverage and consolidate ideas, shared resources and cross sell event opportunities
Must be able to multi-task and work under tight deadlines, responses must be prompt and clear
Confidence and a history of liaising with senior leadership throughout the business
Able to take on Region Head responsibilities as needed
Excellent oral and written communications skills, especially in high-stress situations
A minimum of 8-10 years prior experience in event management related activities

Global Wealth Management Resume Examples & Samples

Understand business objectives and assist in developing an event strategy that supports business goals
Embed the importance of clients’ relations in all aspects of events, ensure a “distinctively J.P. Morgan” experience for clients
Drive operational efficiencies
Maintain budgets and event calendar accordingly, strong emphasis on data management and data analysis (i.e. maintain lists and populate tracking reports following events)
Liaise with other J.P. Morgan and Chase lines of business, in order to leverage and consolidate ideas, shared resources and cross sell event opportunities
Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event strategy updates
Excellent oral and written communications skills, especially in high-stress situations. Ability to liaise with senior leadership often, over the phone and in person
Ability to work well with others in a team environment and to be flexible and adaptable
Sustain team when others are traveling (i.e. answer phones, respond to requests, answer questions, etc.)
Administrative duties create invitations, processing invoices, making nametags, place cards, and menu cards
Ability to be work late hours and travel
A minimum of four-six years prior experience in event management related activities
Ability to travel within the Southeast region

Jpmib Global Wealth Management Resume Examples & Samples

Proven, substantial experience in Finance (including Management Reporting)
Experience of bank financial accounting and is preferable
Ability to work under pressure, whilst maintaining a high level of accuracy and quality
Strong analytical ability, being able to discuss legal entity and business results and issues with senior Management
Control focus and mindset at all times, whilst respectively challenging the status quo

Am-global Wealth Management Resume Examples & Samples

Responsible for developing an integrated, multi-channel launch for upcoming marketing tools and products
Responsible for brand experience of Private Bank client centers globally to ensure first-in-class service
Establish the design, strategic direction and structure of the brand platform including deployment across all functions
Develop and deploy an integrated media strategy and execute media buys, and including media agency management
Establish a center of excellence for all public facing content to ensure consistent brand experience from prospecting through account opening to relationship maintenance
Develop strong relationships with a cross-section of teams in order to effectively influence and develop the brand strategy evolution
Able to manage and communicate to a team spanning all disciplines and markets
15+ years of broad, global brand-building experience both agency and in house; Wealth management and luxury goods experience a plus
In category experience is significant, but out of category and digital experience is highly valued for this position as it represents a key leadership opportunity within J.P. Morgan
Expertise in building and sustaining major brands; demonstrated ability influencing internal and external partners as a “brand champion” with the vision and execution skills to engage the entire organization around “brand values”
Strong experience developing and executing Digital Marketing strategies with proven results
Strategic thinker with a passion for creativity and innovation
Previous experience leading and managing a team across specialties, geographies, and varying levels of seniority
Experience working in a P&L environment; product management considered a plus
Undergraduate degree from a leading university a must; MBA preferred

Global Wealth Management Resume Examples & Samples

Accountable for delivering excellent customer service
The candidate should be an excellent communicator, detail-oriented, possess strong analytic skills and have strong problem solving capabilities
Partner with the PB Mortgage Center for conversion to permanent financing, which includes knowledge of PB Mortgage Center underwriting and documentation requirements. Understanding of mortgage pricing and interest rate lock policies
Knowledge of construction insurance policies and bank requirements, including General Liability Insurance, Builder's Risk Insurance, Excess Liability Insurance, Worker's Compensation and Automobile Insurance
Understanding of construction contracts and appraisals with ability to determine client equity requirements in relation to bank lending guidelines
Partner with the Front Office, Client Services Group, Account Initiation Group, Construction Management, Commercial Loan Services and other JPMC product and service groups to ensure smooth transition, information flow, and management of potential issues and risks
Collaborate with General Contractors for collection of required documentation, including construction contracts, project schedules, construction budget, plans & specifications, survey and insurance policies
Structure and price new construction loan opportunities
Mentor and develop less experienced Construction Lending Advisors to reach their fullest potential
Special projects will be assigned as appropriate
Recommend and implement new methods and procedures to make the unit more efficient
Working knowledge of balance sheet, cash flow, risk tolerance and financial objectives
Ability to design, propose and close a customized, complex construction loan structure that meets the client's needs and falls within the Firm's risk parameters
Demonstrated excellent communication and negotiation skills
Proven sales and service skills and ability to recommend structures to external and internal clients
Ability to partner with Capital Advisors, Investors and Bankers to create an outstanding client experience
Excellent communication skills required for in person and by phone meetings with clients and all parties related to the construction loan transaction
Consensus and relationship building skills necessary to operate as the construction lending solution expert on the WM integrated client teams
Strong disciplined sales management/ business development skills needed to provide thoughtful, relevant solutions from leads generated from the Front Office Team
Ability to coach/ mentor less experienced Construction Loan Advisors
5+ years Demonstrated Private and/ or Mortgage Banking Credit and Sales experience
Excellent organizational and time management skills with ability to simultaneously manage competing priorities
Technically proficient, including Windows, Excel, Word and Outlook
Solution oriented problem solving skills
Finance or Accounting experience
SAFE Act

Global Wealth Management Resume Examples & Samples

Mandatory at least 2 years experience fund accounting experience with Private Equity and/or Hedge Funds or similar alternative vehicles required
Strong interpersonal skills and effective presentation abilities
Must be able to multi-task in a fast paced environment
Strong Microsoft Excel (sums, vlookups, pivot tables), Word and PowerPoint skills

Global Wealth Management Resume Examples & Samples

At least 7 - 10 years of Asset Management/Wealth Management audit or business experience
Detailed knowledge of products and services provided within a Global Wealth Management business with a specific focus on credit/mortgage experience
Knowledge of applicable laws and regulatory requirements banking (specifically for Fair Lending)

Asset Management Global Wealth Management Resume Examples & Samples

Work within and across LOBs to
Ability to communicate and summarize key findings to management in a logical way
Interact and communicate clearly and confidently with all levels of management, including the most senior level of Global Wealth Management
Ability to maintain communication and partnership with many key stakeholders that extend far beyond the GWM Credit Finance team

Global Wealth Management Resume Examples & Samples

Review complex, large and/or bespoke fiduciary business activities and provide guidance for mitigation of risks, including, but not limited to: investment practices, potential conflicts, fees, disclosures
Working on one-off requests to satisfy highly customized client needs with a focus on providing solution while protecting client and bank interests
In consultation with Business provide approvals for complex illiquid transaction in discretionary accounts (e.g. Private Equity, Hedge Fund, Structured Products) above allowable limits
Provide guidance to technology teams in order to enhance risk oversight capabilities as well support new products
Ensure compliance with the OCC required annual investment review process
Assist in implementing procedure changes as well as strategic solutions to resolve ongoing risk issues in discretionary accounts
Analyze trends to identify potential control issues
Respond to audit findings and ensure response on Risk-owned audit issues are completed on a timely basis
Maintain regional risk governance framework, fiduciary and operational risk policy and procedures consistent with global
Report on Fiduciary and Operational Risk Issues to relevant Risk Committees
Actually participate in new product development and other programs in order to determine appropriate risk controls. Provide guidance during new product development on suitability of products for fiduciary accounts
Partner with Portfolio Construction group to provide guidance on risk tolerance levels (e.g. bite size, risk profile and concentration)
Review product offering for IM portfolios (funds, structures, deposit sweeps) to ensure they are appropriate for our discretionary investment management clients
Analyze and credible challenge business unit’s documented fiduciary risk and operational risk processes and procedures
Coordinate activities to ensure the effective execution and convergence of the elements of Operational Risk Management Framework (ORMF) including: operational loss data capture and reporting, scenario analysis, and maintenance of strong governance and culture of transparency
Lead, or participate in, other operational risk initiatives (deep dives, root cause analysis, loss events/errors, ops risk capital review and GWM drivers, scenario analysis) as necessary and provide a broad metrics data-driven monitoring of key risk drivers
Partnering with Business, Legal and Compliance in order to define and broaden the scope of fiduciary and operational risk oversight (e.g. governance metrics, monitoring)
8 years working experience of Private Banking Risk Management or other related capacities, such as Compliance, Audit, Business Management
Bachelor’s Degree in business administration, finance, engineering, mathematics, computer science or related field. Industry designation of CFR or FRM prepared
Good knowledge of investment products and discretionary accounts in Asia Pacific Private Banking environment
Strong data analytics skills in Excel/Macro and have good system sense. Experience writing SQL, VBA and/or creating solutions in Microsoft Access and Excel preferred
Strong quantitative skills. Detail oriented and able to work under pressure
Excellent analytical and problem-solving skills; inquisitive nature and comfortable in challenging current practices
Confidence to take ideas forward and to challenge others, where appropriate
Proven ability to anticipate and identify risks and effective mitigants
Adept at developing relationships with business partners to mitigate risks
Understanding or experience with project management concepts

Global Wealth Management Resume Examples & Samples

Telephone coverage for multiple executives
Provide administrative support for the team
PowerPoint-savvy, Excel-savvy - must be able to make updates in team presentations
Strong Technical skills – hardware and software
Tasks, whether routine or urgent, are completed successfully and in a timely manner
Other administrative/general tasks including
Take weekly team meeting notes
Coordinate Iron Mountain file requests/returns
Maintain department office/cube keys and parking permits
LexisNexis Administrator
Minimum 5 years senior executive secretarial experience (3 years with high level ED or MD/SVP)
Enthusiastic, self-motivated, effective under pressure, and flexible
Solid organizational and time management skills
Excellent verbal and written communication and interpersonal skills required with the ability to produce high quality emails and messages to individuals at all levels of the organization

Am-global Wealth Management Resume Examples & Samples

Project planning and analysis – including detailed project plans, documenting business requirements, detailing issues & problems; drafting business and technical work/data flows
Assist in the design and implementation of solutions, including enhancements to existing processes and/or business applications; Introduction of new processes or toolsets; Re-engineering of existing processes / toolsets
Support the presentation of a business case, recommendations, business/client impacts, and any issues in a business-friendly way, and obtain consensus for implementation
Assist with the facilitation of project meetings; Create materials to be used for presentation at working group and senior management meetings; Provide reporting/metrics as required
Design and create project presentations to communicate project framework, status updates, and key decision information to a variety of audiences including senior management, steering committee members, stakeholders, and front office users
Provide support to determine operating model impacts and changes both tactical and strategic. Work with business partners, to design and implement
Define user acceptance test plans and test cases. Coordinate and execute user acceptance testing. Responsible for understanding results and providing sufficient information to senior management to enable signoff on a deliverable
Manage adhoc senior management requests
Demonstrated business analyst support in successful project implementations
Demonstrated ability to research, analyze and create tactical and strategic solutions
Strong problem solving, time management and decision making skills. Candidate must identify issues, seek solutions and gain consensus regarding outcome
Highly disciplined, self-motivated, and delivery-focused individual who is able to work independently
Strong communication and interpersonal skills, including dispute resolution
Detail oriented and committed to consistent quality
Effective in a team setting but is also a self-starter
Experience in creating business process flows, supporting the development of business processes and procedures
Excellent computer skills: MS Office Suite (PowerPoint, Word, Excel, Access)
Series 99 required within 120 days of employment

Global Wealth Management Resume Examples & Samples

MBA and/or CFA
7+ years of practical, hands-on investment experience
Experience within asset management or manager research

Global Wealth Management Resume Examples & Samples

Practical understanding of private banking or Asset Management models and delivery
Understanding of alternatives and asset management/fund-of-funds environments
Excellent project management skills, ability to multi-task/juggle multiple projects at once
Entrepreneurial mindset with the ability to think on their feet and be able to apply critical thinking logical/structured framework to situations such as business case development and issues resolution
Individual must bring a focus on execution and the delivery of measurable results
Minimum 3 years of experience in product development, project planning, operating model development, program/project management, or consulting in similar areas

Global Wealth Management Resume Examples & Samples

Serve as a resource to educate and provide information to the global sales force on the Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform
3-5 years of experience in an Investor Relations/Product Specialist role
Understanding of the Alternatives asset class and mechanics of private equity and hedge funds strongly preferred

Am-global Wealth Management Resume Examples & Samples

1+ year of experience fund accounting experience with Private Equity and/or Hedge Funds or similar alternative vehicles required
CPA/CPA candidates preferred
Working knowledge of US GAAP or IFRS
Proactive worker who can work independently

Global Wealth Management Resume Examples & Samples

Currently be an Associate (or equivalent) position
Have 2-5 years of Fixed Income trading/sales experience
Strong Math/Quant skills
Strong Client and presentation skills
Proficient in modeling Non Agency RMBS cashflows using IntexCalc

Global Wealth Management Resume Examples & Samples

Collaborate with relevant Technology partners to define requirements, test and implement enhancements
Drive SM communication with respect to new functionality, updates to existing functionality, etc., and support delivery of training to relevant SM population
Working knowledge of compliance requirements and supervisory processes
Collaborate with relevant subject matter experts to draft procedures
Support delivery of training to relevant SM population
Responsible for change management of the documents
5+ years of experience as project manager/business analyst, preferably as Compliance or Risk Management PM/BA
Series 7&63 exams required. FINRA supervisory exams (s9/10,24,4, 53) a plus
Ability to deliver work product in a clear and organized manner
Ability to work effectively with all levels within the organization
Ability to prioritize, organize and multi-task

Global Wealth Management Resume Examples & Samples

Assist in the managing of the RCSA process for the SM Team. This includes partnering with governance partners for Internal Audit and Compliance to ensure issues are resolved in an effective and sustainable manner
Testing of RCSA controls relating to SMs, validating the controls by providing evidence and conclusions which may identify issues/gaps and recommending/implementing action plans
Assist with ad hoc reporting and other projects
Assist in creating power point presentations as needed
Assist with researching and gathering of documentation for specialized projects
Bachelors degree with a minimum GPA of 3.2 out of 4.0 (or equivalent)
Experience in compliance and/or Audit

Asset Management Head of Global Wealth Management PAG Resume Examples & Samples

Oversight of the production, distribution, and client support for performance measurement and attribution
Working with our senior internal clients to continue to enhance our offerings
Working with the senior team in PAG to drive the broader PAG agenda
Driving effectiveness improvements for US GWM PAG, PAG GWM, and PAG overall
Key business owner for performance technology
Working with the Risk & Control team to ensure we an excellent control environment
Presenting progress confidently to senior members of the Firm in meetings and in written form
Presenting performance results to key clients, when needed
Other supervisory responsibilities may include recruitment, training and talent assessment
Comprehensive understanding of Financial Services / Asset Management
Ability to leverage business knowledge and contribute to future business direction
Strong analytical/ quantitative skills
Demonstrated ability to drive large technology and reengineering programs
Ability to synthesize or distill information from a number of sources
Ability to communicate effectively with clients, third party consultants, custodians and across all employee experience levels throughout IM
10+ years experience in Financial Services, operations, performance measurement, technology, and management
Global management experience
Undergraduate degree from a high quality institution
Advanced degree, CFA or CIPM strongly preferred

Am-global Wealth Management Resume Examples & Samples

Budget management and reporting; execution/progress tracking
Bachelor’s degree or higher, preferably in Business Administration, Finance, Economics, Accounting or related field
1-3 years of experience in a marketing discipline or demonstrated interest in marketing and/or strategic communications
Ability and maturity to manage up with senior members of the organization; demonstrated experience handling confidential information
Excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts (experience with budget management desired)
Proactive learner who possesses a solid work ethic, with adaptability to work beyond standard hours during busy periods to meet tight deadlines
Performs well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly while maintaining control with limited supervision
Strong organizational mindset and experience with project management; attention to detail and accuracy required
Exceptional communication skills; must be a team player and be able to collaborate effectively across all levels of the organization
Expert in Excel, PowerPoint and Word; proficiency with SharePoint and Adobe a plus

Am Global Wealth Management Resume Examples & Samples

Primary responsibilities include effective management and decision fraud alerts for all segments within Private Bank. This includes ability to identify red flags and/or suspicious activity on client’s accounts, analyze transaction history and partner with various teams
Effectively partner with appropriate internal/external lines of business partners
Ability to identify fraud trends and patterns through analysis
Accessing systems, platforms, applications and data repository to analyze transactions
Excellent organization skills with the ability to set priorities and manage multiple tasks within established service levels
Assist with development and implementation of best practices, policy and procedures
Develop robust communication materials including presentations, status updates and other reports
Maintain client confidentiality at all times. May be required to assist with client communication
Flexibility to work on multiple tasks as this is a newly formed group
Ability to effectively communicate with all levels of management; identification and escalation of issues and summarize relevant case details to decision fraud alerts as needed
Bachelor’s (BA/BS) or advance degree in business, or related field required
1 -3 years of experience in GWM and/or Client Service, preferred
Experience with Cash Payment Initiation (CPI) system and Workstation platform, preferred
3-5 years’ experience in fraud prevention, AML or relevant field, preferred
Highly disciplined individual, self-motivated and results oriented
Must be able to work under pressure and within tight deadlines
Demonstrate strong leadership and relationship building skills
Strong attention to detail, analytical and technical skills required
Polished communication skills (written/verbal)
Ability to deal with highly confidential information in a professional manner

Global Wealth Management Resume Examples & Samples

Updating client static data on various in house systems
Filing/Tracking client files
Dealing with ad-hoc queries relating to systems, documentation and client information
Fluency in English essential
Spanish language skills required - written and reading
Attention to detail, methodical, process driven

Global Wealth Management Resume Examples & Samples

Conduct credit analysis on an annual basis as well facilitate new transactions for an assigned portfolio of GWM credit clients. This will require the proper use and application of the Financial Spreading Tool, (FST) to analyze borrower disclosures to determine probability of default/ obligor grades and understand the various types of collateral and associated risks to determine facility grades
Partner with Lines of Business to keep credit portfolio current on key risk metrics
Document credit covenants and special monitoring requirements

Global Wealth Management Resume Examples & Samples

At least 5-8 years of Asset Management/Wealth Management audit or business experience
Detailed knowledge of products and services provided within a Global Wealth Management business including investment management, trustee and specialty wealth advisory services, brokerage, and banking
* Any candidate not meeting all the requirements can be consider for an Auditor, Associate level position

Global Wealth Management Resume Examples & Samples

Client Management – Support senior HR business partners in delivering business aligned HR initiatives
Reinforce Policies & Practices – Promptly escalate and assist to resolve issues; provide pragmatic advice and guidance to business clients to effectively manage and resolve human capital issues while ensuring all actions conform to regulatory / legislative requirements; best practice and corporate policies
Year-end Process – Support the year-end compensation process in close partnership with senior HR and Regional Compensation teams, ensuring consistent and fair decisions are made in the promotion, bonus and salary increase processes
Employee Relations Case Management – Support senior HR business partner and work with the Regional ER Team on process and decisions relating to complex cases with financial or legal risks, redundancies, grievances, disciplinary actions etc
Talent Management – Partner closely with the Recruitment Team on talent acquisition and strategic talent planning initiatives
Relocation & Transfer – Collaborate closely with the Expatriate Administration Team on international mobility; providing guidance to managers and employees
Partner closely with Regional Learning & Development Team on talent initiatives e.g. training & development, performance, succession planning, talent management
Work with the Global and other Regional HR Coordinators to deliver initiatives and MIS regarding matters such as diversity, turnover etc
Projects – Effectively manage and participate in regional and location projects and events, ensuring risk and control discipline
Process Improvement – Provide creative ideas / solutions to achieve efficiencies and mitigate risks. Proactively notify partners and stakeholders, promptly identify and escalate adverse impacts or concerns to counterparts as appropriate
Analysis and Reporting - Ability to generate and reconcile data using various analytical tools
Solid HR generalist knowledge, preferably experience in covering Private Banking or Wealth Management (ideally 3+ years of experience)
Ability to communicate / partner professionally and effectively at all levels of the business, and independently manage / provide HR advice to clients together with senior HRPBs
Understanding of some HR disciplines
Excellent organization and prioritization skills, and ability to reconcile data
Strong spoken and written communication skills in English, with one other Asian language an advantage
Solid technology, reporting and quantitative skills
Knowledge of business applications and HR systems (i.e., Word, Excel, PowerPoint, PeopleSoft) a plus

Global Wealth Management Resume Examples & Samples

At least 2-3 years of Asset Management/Wealth Management audit or business experience
Detailed knowledge of products and services provided within a Global Wealth Management business including investment management, brokerage, banking and credit, trustee services and specialty wealth advisory services
Knowledge of applicable laws and regulatory requirements including broker/dealer and banking regulations
Professional accountancy qualification and/or other professional certifications, such as Series 7, CFA, or CFIRS are a plus

Fiduciary Global Wealth Management Resume Examples & Samples

At least 4 - 7 years of Asset Management/Wealth Management audit or business experience
Professional accountancy qualification and/or other professional certifications, such as CFIRS, Series 7, CFA, or are a plus
Any candidate not meeting ALL the requirements can be considered for an Associate, Auditor role

Global Wealth Management Resume Examples & Samples

Knowledge of options, options theory, and options execution is required
Generation of trade ideas, strategies, and creation/follow through of business initiatives. High level of interaction with the Strategy team, reading of available derivatives research and discussion with IBs derivatives sales desk is required to develop new investment strategies
Build relationships with Private Bank investors and bankers throughout Asia
Help with the development of the platform
Minimum 3 years and ideally 6 years plus experience in Equity Derivatives markets, with solid Sales or Trading background
Demonstrate a strong interest and passion for financial markets, international affairs and geopolitical events

Global Wealth Management Resume Examples & Samples

Minimum bachelors degree in Accounting, Finance, Economics or related discipline 
At least 8+ years of Asset Management/Wealth Management audit or business experience 
Detailed knowledge of products and services provided within a Global Wealth Management business including investment management, trustee and specialty wealth advisory services, brokerage, and banking 
Knowledge of applicable laws and regulatory requirements banking (specifically OCC 12 CFR 9) and broker/dealer regulations required.
Proven ability to build strong partnerships with key stakeholders, desire to learn quickly, be flexible and think strategically 
Proven ability to be able to multi task and be able to change priorities 
Works well individually, and in teams, shares information, supports colleagues and encourages participation 
Strong skills in time management, problem solving, written and oral communication 
Enthusiastic, self motivated, effective under pressure and willing to take personal risk and accountability 
Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness 
Excellent verbal and written communication skills with the ability to present complex and sensitive issues to senior management in a persuasive manner 
*Any candidate not meeting ALL the qualifications can be considered for an AVP, Senior Auditor role

Asset Management Global Wealth Management Resume Examples & Samples

Serve as a Credit Executive for GWM’s JPM Securities clients, performing credit evaluation and analytics of transactions/portfolios using quantitative and qualitative measures. Product focus is primarily securities financing products and exchange-traded derivatives (equity listed options), but may include others including OTC derivatives. Interaction with salespeople will be critical to consider requirements, limits, and suitability
Capital Stress Testing initiatives (e.g. CCAR/ICAAP/Risk Appetite) on loans backed by cash and marketable securities. This includes process/analytics oversight and development, and presenting results to the GWM CFO/CRO/CCO
Determining margin requirements for levered trades against marketable securities, partnering with business and technology to adapt to new products, business initiatives, and market conditions
Bachelors Degree in Finance, Economics, or related field
Knowledge of key quantitative concepts in risk management, OTC trading products, and trading strategies
Experience measuring transaction risk and governing documentation
Ability to work independently and to multitask
Familiarity with stress testing techniques for securities and derivatives
2 years of experience in Credit Risk, Market Risk, or related experience

Global Wealth Management Resume Examples & Samples

Report on Fiduciary, Investment and Reputational Risk Issues to relevant Risk Committees
Participate in, risk initiatives (deep dives, root cause analysis) as necessary and provide a broad metrics data-driven monitoring of key risk drivers
Partnering with Business, Legal and Compliance in order to broaden the scope of fiduciary, investment risk oversight (e.g. governance metrics, monitoring) and reputational risk escalation issues
Assist in implementing procedural changes as well as strategic solutions to resolve ongoing risk issues
Review one-off requests to satisfy customized client needs with a focus on providing solutions while protecting client and bank interests
Participate in new product development in order to determine appropriate risk controls and risk tolerance levels (e.g. bitesize, risk profile and concentration)
Provide guidance to technology teams in order to enhance risk oversight capabilities as well as support new products
Respond to audit findings and ensure responses on Risk-owned audit issues are completed on a timely basis
Maintain regional risk governance framework, fiduciary and investment risk policy and procedures consistent with global
2-5 years of relevant work experience in Private Banking Risk Management or other Risk Management capacities, Consulting, Compliance, Operations, or Audit
Excellent academic record with a Bachelor’s degree from a top tier school, advanced degree preferred. Degrees in business, engineering, math, risk management, or other quantitative background preferred. Industry designations of CFA or FRM highly desired
Experience writing SQL, VBA, and/ or creating solutions in Microsoft Access and Excel preferred

Global Wealth Management Resume Examples & Samples

10+ years of relevant IT experience, the majority of which should be in relevant roles preferably in the financial services sector
Broad based knowledge of IT Risk and Security with appropriate qualifications or certifications (CISA, CISM, CISSP or equivalent)
Demonstrated technical abilities in multiple areas (e.g., technology infrastructure platforms or networks, application development, data protection, etc.)
Ability to manage multiple projects concurrently, work under pressure, and meet tight time commitments
Ability to build and maintain collaborative working relationships with Information Technology and Business to design and assist in the execution of appropriate controls design and monitoring
Proven ability to develop and maintain senior level stakeholder relationships
Strong Program/Project Management and influencing skills
Excellent written and oral communication skills in English; Knowledge of Mandarin will be an advantage

Global Wealth Management Resume Examples & Samples

Coordinate logistics for business trips and team travel arrangements, when appropriate
Filing, invoicing and processing of expense claims and related record-keeping
Maintaining group leave record and handling phone enquiries
Assisting in ad hoc project administration support when required
Fluent in Mandarin is a MUST
Excellent interpersonal & communication skills with experience working with a variety of cultures
Strong organizational skills, is meticulous with details and self sufficient

Global Wealth Management Resume Examples & Samples

Closely held company due diligence collection necessary to complete annual asset review, market value estimates, related to a trust or estate’s ownership interest in a closely held company (50%)
Assisting the Regional Director in reviewing and negotiating highly confidential closely held company governing documents and related contracts as well as trust/estate legal documentation (10%)
Composing responses to inquiries from internal trust/estate officers (10%)
Bachelor degree in Accounting, Economics, Finance, or other related field
Two to three years of related investment management and/or trust administration experience
Working knowledge of key finance, accounting and valuation concepts and methodologies
Excellent organizational skills and effective oral and written communication skills

Global Wealth Management Resume Examples & Samples

Gather data and perform analysis for the Greater China team and identify trends and opportunities for business improvement
Support the Market Manager in communication with the Integrated Team Members and Private Banking organization
Minimum 2 years of work experience within the financial services industry, ideally with exposure to project coordination / business management
Strong business acumen, detailed-oriented, possessing strong analytical skills
Proactive, keen to learn and take on new responsibility
Superb computer skills - Word, PowerPoint, Excel
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels and build trusted relationships

Am Global Wealth Management Resume Examples & Samples

Manage a team of Business Analysts and User Acceptance Testers to effectively deliver on an $8MM technology budget that supports Private Bank Mortgage Operations and Mortgage Advisory
Develop an understanding of business processes to ensure system processes fulfill the end-user requirements and align to business strategies
Solid understanding of business practices with fundamental understanding of project management methodology and various SDLC types including waterfall and agile
Create and follow system testing standards and lead testing activities to ensure and enable complete, reliable and accurate data in partnership with UAT Manager
Collaborate with the Project Management Office, business unit managers and other key stakeholders on system needs and prioritization of enhancements to the loan origination system and digital online experience
Work in partnership with Private Bank technology and technology vendors to deliver approved technology initiatives
Accurately maintain Application Lifecycle Management system with all defects and enhancements to easily identify the priority, assigned release and aligned budgeted program
Work with UAT Manager on capacity planning for each release
Participate in annual budget and planning activities
Escalation of issues and risks as needed
Minimum of 2 years experience managing one or more applications a must
Self starter with a strong propensity for problem solving
Strong interpersonal and negotiation skills and the ability to work in a team environment
Excellent oral and written communication skills; ability to facilitate meetings and maintain structure with a large number of participants
MBA preferred or undergraduate degree preferably in financial services, information technology or systems analysis and design
Proficient with Microsoft products including; Word, Excel, Project and Visio

Global Wealth Management Resume Examples & Samples

Support to the Sales team
Follow up/Update regulatory and control framework
Prepare/Update product presentations for internal use
Prepare/Update presentation for clients
Prepare/Update client questionnaires
Follow up the investment funds industry (competitors): strategies, performance, costs and trends
Students of Business Administration, Engineering or Economy
Graduation in December/2018 or later
Ability to work independently as well as part of the team
Highly proficient in MS Office applications (Word, Excel, PowerPoint -- advanced skills in Excel / Macro)
Basic knowledge of financial market
Basic knowledge of financial mathematics

Global Wealth Management Resume Examples & Samples

Organize, prepare and distribute required monthly, quarterly and annual reporting. In addition, prepare adhoc requests as required for internal audits or external regulatory obligations
Coordinate with EMEA and ASIA counterparts for consistency in organization and quality of compliant tracking and reporting. Partner to produce combined reporting for all regional teams
General support in post-trade daily reporting and research including but not limited to: Dodd Frank eligibility, End User Exception, Account Level Restrictions, outstanding trade confirmations, SEC 17a3 letters exceptions, etc.; assist in creating reporting efficiencies whenever possible
General support for Supervisory Management responsibilities
BA / BS degree or equivalent financial services / banking industry experience preferred
Ability to work both independently and as a team player
Proficiency with Microsoft Office Suite and Sharepoint
Advanced data manipulation, Microsoft Access, and Excel skills

Global Wealth Management Resume Examples & Samples

Presentation of operational due diligence findings to the global investment review committee as well as the global investment performance governance committee
Interaction with 3rd party investment managers to assess business structure, operational processes, valuation practices, compliance policies, technology infrastructure, and counterparty/collateral management
Interaction with various service providers including fund administrators, custodians, prime brokers, and auditors
Manage the third party fund approval process in coordination with the hedge fund, mutual fund, and private equity due diligence teams
Manage the third party fund investment performance governance process
Maintain minutes and approval of for all governance meetings
Maintain independent performance measurement and monitoring data for all third party funds
Engage in regular dialogue with due diligence teams to monitor performance
Solid experience in a similar role
Related experience in prime brokerage, operations, audit, compliance, and/or consulting
Strong communication skills and presence to lead interviews with “C-suite” professionals at 3rd party investment managers
Extensive knowledge of financial markets and various security types (including derivatives)
Strong partnership skills – experience working on cross-functional teams
Ability to challenge business partners while working constructively to achieve a common goal
Control mentality – naturally skeptical, with an ability to anticipate unforeseen consequences
JD, MBA, CFA, CAIA, or FRM is a plus

Am-global Wealth Management Resume Examples & Samples

Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and other professional advisors to provide superior service and advice
Participation in educational and administrative activities
Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
Strong computer skills including proficiency with trust accounting systems

Global Wealth Management Resume Examples & Samples

Define and implement a global operating model focusing on
Minimum of 6 years of relevant experience for VP, and minimum of 10 years of relevant experience for ED
Relevant experience in quality assurance, sampling and testing methodology is a must
Knowledge in wealth management, trades processing, cross border, suitability, client advisory, risk and controls preferred
Individual must be results driven, have attention to detail, has passion for driving best practices, and skilled at diplomatically breaking down barriers and obstacles

Global Wealth Management Resume Examples & Samples

Organize, prepare and distribute required monthly , quarterly and annual reporting. In addition, prepare adhoc requests as required for internal audits or external regulatory obligations
BA / BS degree required
Proficiency with Microsoft Office Suite ; advanced Excel skills

Global Wealth Management Resume Examples & Samples

University graduate in relevant discipline (Accounting or Finance)
Member of professional bodies preferable, e.g. CPA or CFA
Minimum 3 years’ experience with financial services background
Previous working experience in Financial Institution is an advantage
Good product knowledge, problem solving skills and strong control mindset
Strong MS Access and Excel knowledge, well versed in JPMC financial systems will be a definite plus
Excellent analytical skill and detail-oriented, ability to prioritize and multi-task in responding to daily task
Team player and able to work with people at all levels across different functions and with remote teams
Excellent communication and negotiation skills with proven ability to take ownership and help drive business forward
Be able to work under pressure and meet short deadlines
Be flexible to work across multiple time zones

Global Wealth Management Head Resume Examples & Samples

Partner with global / regional business heads and leaders to identify and execute against strategic growth opportunities for the affluent customer segments as well as for our investment product offerings
Lead and manage a team of senior professionals responsible for the following
Global Investments: Identify and drive opportunities to grow the investments business and develop global product platforms that leverage Citi’s worldwide distribution capabilities while maximizing synergies and purchasing scale
New Global Product Capabilities: Explore the development of new product / service capabilities to target adjacent profit pools or key enablers (e.g., Alternatives, Managed Accounts, credit, retirement solutions)
Client Segmentation: Identify, define, and design differentiated / segmented business models that target and serve affluent and high net worth clients in key markets
Value Proposition: define minimum global standards of what we offer clients and help develop best-in-class offering, including new and differentiated products and services
Advisory: Develop market leading trusted advisory model encompassing integrated local and global capabilities
Global Fund Center (GFC): Manage team to drive synergies in our mutual fund platform; build and manage fund house relationships for the Bank
Performance: Identify key metrics to measure the segments and products; develop initiatives to increase revenue and EBT
Client Excellence: Help drive initiatives to improve client experience and push Net Promoter Score (NPS) to a leading position across key markets
Productivity/Best Practices: Partner with Sales & Distribution (S&D) organization to drive increased sales productivity, client acquisition channels, and client profitability through best practice identification and deployment
Market Analysis: Create competitor benchmarking to understand relative strengths and gaps, as well as identify attractive profit pools
RM Development: Identify and develop
Wealth Management Experience: Strong experience and intimate knowledge of the Wealth Management business (Products, Advisory, Distribution, Risk Management, Financials) and Affluent/High Net Worth customer segment strategy
Strategic skills: Ability to create a vision, be innovative, craft value-adding frameworks, and understand value drivers
Analytical skills: Ability to conduct complex data analysis, modeling, problem solving, and sophisticated financial analysis (e.g., customer profitability, client lifetime value, investment appraisal)
Financial acumen: In depth understanding and command of P&L, drivers, leading indicators and critical KPIs
Execution: Experience in project management driving flawless implementation of strategic and tactical initiatives of significant cross-functional and geographical complexity across multi-disciplinary teams
Operating Experience: Past experience in running a P&L unit targeting affluent segments (desired), owner-operator behavior
Global/Regional Matrix: Experience in effectively navigating the organization and operating collaboratively across multiple country initiatives. Ability to work effectively with senior leaders and large teams across countries. Demonstrated cross-cultural operating acumen
Communication: Excellent written and oral communication skills with the ability to effectively influence key partners and stakeholders, particularly in a highly-matrixed environment
Controls: Experience and awareness of tight control environment initiatives
Minimum of 12 years of work experience in financial services or another relevant field (e.g., consulting) with strong understanding of Wealth Management products, channels and customer segments

Am Global Wealth Management Resume Examples & Samples

Project Management experience (3 – 5 years)
Ability to work independently and manage multiple projects simultaneously
Exceptional interpersonal and communication (written and verbal) skills
Strong problem solving/analytical skills
Flexibility to work at different hours occasionally
Mortgage originations experience preferred
Proficiency in Microsoft Office applications: Word, Excel, PowerPoint, Visio and Project
Travel Internationally 10% of time (India)

Global Wealth Management Resume Examples & Samples

Team lead for a staff of analysts in London
Manage and prioritize the workflow for the day to day activities of the analyst teams to maximize productivity and quality, ensuring standards, volumes, and SLAs are met
Monitor compliance with process and procedures, in addition to performing QC and responsible for maintaining high service levels for internal partners and external clients. Regularly monitor incoming volumes to ensure appropriate alignment of headcount and resources
Monitor and identify trends, best practices, and regulatory developments. Recommend suggestions for improving efficiencies across global credit analyst team
Oversee compliance with regulatory requirements that impact the department, Monitor exception reports (Unlinked, Ungraded, Overlimits, Overdrafts, Past Dues, etc.)
Help identify and then track progress, performance and productivity of analysts
Ensure appropriate training for analysts
Partner with Capital Advisory to facilitate exception management, timeliness of new origination, and application of consistent standards
Complete understanding of Credit Policy and fully credit trained
Understanding of business within region (local legal entities etc.)
Business Control
Project Delivery
Ability to Manage Team members in a high paced production environment
Manage the performance for adherence to quality goals and standards
Ability to affect change in a large team setting

Asset Management Global Wealth Management Resume Examples & Samples

Project lead on various end to end projects and New Business Initiatives impacting the Global Wealth Management Legal Entity Control
Responsible for documenting business requirements, ensuring technology understands the requirements, traceability to the Functional Specification Document (FSD), and monitoring overall progress of the project (e.g. milestone tracking)
Write test scripts, perform User Acceptance Testing (UAT), and production checkouts
Knowledge of project related tasks,
Audit/accounting knowledge (preferably in the banking/financial) sector,
Strong sense of responsibility and self organization,
Able to work independently,
Analytical, communication, organizational skills,
Strong PC skills (Excel, Access),

Global Wealth Management Resume Examples & Samples

Oversee review findings remediation to ensure all items are closed in a timely manner
Regular liaison with front and middle office employees regarding review findings and where appropriate, escalation to senior management
Ad-hoc regulatory / audit-related remediation projects
CA with a work experience of 2-3 years or a commerce graduate with 5+ years of work experience in a financial institution/Assurance firm with previous audit or monitoring and testing experience
Self-motivated individual who is enthusiastic and has experience in a risk or control environment
Assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process
Ability to communicate in a clear, concise and efficient manner with multiple support teams, both locally and globally
Support all aspects of maintenance and improvement of the reporting processes by leveraging various Microsoft tools (like Excel & Access). Knowledge of VBA, SharePoint and Visio would be a definite plus
Solid organizational skills with ability to consolidate and analyze data received from multiple clients
Good analytical skills, eye for numbers

Global Wealth Management Resume Examples & Samples

Help devise customized financial strategies for existing and prospective clients
Prepare pitch books and meeting materials
Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Become an expert in a range of proprietary models to provide recommendations on tailored solutions
Conduct research and analysis; assist with product development and prospecting efforts
Research client inquiries and manage follow up communication and materials
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Superior multi-tasking and organizational skills
Genuine interest in financial markets and macro-level economic trends
Portuguese & English fluency required

Global Wealth Management Resume Examples & Samples

Conduct research on existing clients in order to complete Know Your Customer reports
Prepare performance reports and meeting materials
Collaborate with integrated team members to analyze client needs and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Students of Economics, Business Administration, International Relations
Graduation in December 2018 or later
Knowledge of general economics and financial markets

VP Global Wealth Management, GRB Resume Examples & Samples

Build and provide comprehensive dashboards that focus on key growth drivers across products, segments, channels, regional trends, global trends, industry trends ,including competition, and counterparties
Provide quantitative analytics support around the wealth business for key growth initiatives
Provide insights and recommendations to support analysis and form substantiated action plans and next steps
Create robust quarterly and ad hoc analytics based on the Global Fund Center (GFC) Database, other internal sources, industry and fund partner reports
Provide comprehensive analytics and MIS around relationships to support discussion with Global Fund Partners (GFPs) and other product providers on a regular basis
Coordinate quarterly business updates with GFPs (standard report and agenda). Produce high level summaries and updates for senior management
Provide Project management support for key Wealth Management initiatives, including investment products, segments management and sales and distribution
Provide support for Due Diligence committee meetings, including preparation of materials and provide coordination between Citi Private Bank and Citi Consumer Bank for Due Diligence and Research-related activities
Conduct period platform reviews to prevent product and asset manager proliferation and review pricing consistency
Develop and implement best practices in product management, sales management, end to end client workflow improvements
Implement process reengineering focused on elimination of operational bottle necks in the client engagement process as it relates to the platform(s) and operational processes
Independently drive ad-hoc projects and analysis
Possess an understanding of asset management, wealth management and/or private banking
Ability to conduct complex data analysis, problem solving, and sophisticated financial analysis (e.g., product profitability, investment appraisal)
Ability to lead projects, manage deadlines and deliverables and influence stakeholders
Polished interpersonal and written skills; an ability to present complex ideas and key messages effectively and in simple terms to others
Positive attitude and a strong team player
An undergraduate degree and advanced degree (desired, not required) from top-tier institutions
Minimum 5+ years of work experience in financial services or another highly relevant field (e.g., consulting) with strong understanding of Wealth Management products, channels and customer segments

Global Wealth Management Resume Examples & Samples

Support of the GWM EMEA Business
Support of the GWM EMEA Market Managers and Client Advisors located in the UK in coordination with the Market CFO team based in Geneva (weekly/monthly reporting on business drivers, P&L and metrics )
Ad-hoc Financials analysis of the UK platform including Revenues, Expenses, Pipeline, HC, Profitability, multi-year projections)
Liaison with the UK Legal Entity Controller team
Support to the JPMIB Management Committee and JPMIB Board
Preparing and analysing monthly P&L, Balance Sheet, Headcount and Capital forecasts for JPMIB and branches presented at the JPMIB Management and JPMIB Board
Detailed review of inter-entity expenses allocations impacting JPMIB
Detailed review of external vendor spend by JPMIB
Support of newly created Board information pack
Solid MS Excel and Power powerpoint skills. MS Access or Hyperion experience is preferable. Control focus and mindset at all times
Ability to work under pressure whilst maintaining a high level of accuracy and quality
Experience of bank financial accounting (including management reporting) is preferable
Excellent communication and organizational skills and able to demonstrate an ability to build relationships with key stakeholders

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