Wealth Management SME Job at NTT DATA (Bangalore)

Wealth Controller

The Finance Accounting Sr. Manager (C13) accomplishes results through the manage...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Above 10 years of relevant experience
In-depth knowledge Local and US GAAP
Familiarity with finance functions and systems
Management experience of team of professionals as well as familiarity with banking products and reporting requirements as well as legal vehicle governance and control
CPA or Chartered Accountant Preferred
Bachelor’s/University degree, Master’s degree preferred

Job Responsibility

Supports the management and control data flows to and within Finance applications to ensure integrity and completeness of data, including by preparing and recording financial transactions for legal vehicle and regulatory reporting purposes, updating the general ledger, recording financial transactions, and preparing of consolidated financial statements, in accordance with management reporting requirements, for legal vehicle & regulatory purposes
Also includes specialized accounting, such as equity compensation, securitization, payroll and investment accounting
Manages complex/critical/large professional disciplinary areas
Leads, directs and manages a team of professionals
Uses a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function and applies in-depth understanding of the business impact of technical contributions
Accountable for delivery of a full range of services to one or more businesses/geographic regions
Regularly interacts with peers within the company and externally, including regulators and professional organizations
Provides advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy
Manages a sub Infrastructure unit or specialist function
Has the ability to operate with a limited level of direct supervision

What we offer

Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Expanded Paid Parental Leave Policy for employees worldwide
Access to an array of learning and development resources to help broaden and deepen your skills and knowledge
Generous paid time off packages
Tools and resources to volunteer in the communities in which employees live and work
Work-life balance programs

Fulltime

Business Risk and Controls Officer

The Business Control Manager (BCM) is a first line of defense investment supervi...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant work experience in Business Risk & Controls, Private Banking, Wealth Management or Capital Markets role(s)
Strong understanding of UK FCA Conduct of Business (COB) rules and EU Regulations, particularly regarding Investment sales and suitability requirements
MS Excel, MS Power Point, SQL a plus
Consistently demonstrates clear and concise written and verbal communication skills
Effective organizational and influencing skills required
Excellent problem-solving skills, with ability to dissect complex scenarios, see the big pictures with high attention to critical details
Demonstrated ability to develop, implement and challenge strategy and process improvement initiatives

Job Responsibility

Responsible for managing and supporting multiple risk and control programs for the organization including defining the strategy, approach, processes, quality, tools and reporting that provide global risk management consistency and excellence
Works closely with business partners on findings and makes recommendations on improving practices
Examines procedures for consistency and gaps relative to regulations in addition to impacts on customer experience
Review and approve client suitability profiles (IOS)
Monitors post-trade daily risk management reports relating to the Investment Decision Framework of the Retail Distribution of Investment Policy (RDIP), to ensure policy adherence and drivers of exceptions
Assists in the resolution of investment-related client complaints
Monitors Licensing and Registration requirements
Post-trade regulatory documentation delivery monitoring reviews
Assists in the management of trade errors and corrections
Review and approval of new discretionary accounts

What we offer

Generous holiday allowance
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Award winning Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

New

Analyst

Step into the role of Analyst where you will focus on monitoring Trade flow and ...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Monitor Trade flow through internal systems ensuring accuracy and completeness of trades booked
Identify exceptions requiring manual booking or partial booking
Assess all amendment/rebooking requests and execute accurately
Investigate adhoc queries from stakeholders
Perform daily controls for manual bookings and completeness of exceptions checks
Strong understanding of trade lifecycle and trade settlements.
Data Analytica, AI Tools (Power Automate, Co Pilot etc)
Prior exposure to regulatory reporting and audits is an advantage.
Detail oriented with strong ownership of daily deliverables.
Ability to manage tight deadlines with accuracy.

Job Responsibility

Focus on monitoring Trade flow and ensuring trades are booked fully and accurately managing exceptions through the Trade Life Cycle.
Perform BAU and pick up daily reporting requirements, regulatory attestations, UAT testing, evidence gathering for audits etc.
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.

What we offer

Hybrid working
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business.
We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area.
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

Fulltime

Senior Financial Planning Supervisor

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team base...

Location

United Kingdom , Birmingham; Greater Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc)
Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets
Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards
In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance
Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively

Job Responsibility

Assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business
Instilling a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme
Providing overall support to the business head with regards to sales and suitability framework
Fostering a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries

What we offer

Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Health and wellness
A place where you can belong
Collaborative Areas
More than work
Flexible working arrangements
Hybrid working

Fulltime

Investment Advisor

Join us an Investment Specialist at Private Bank, where we strive to provide the...

Location

India , Mumbai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Long investment counselling, investment advisory and/or investment management experience centred in India
Thorough knowledge of Indian and global markets and investment products and services
Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India
Thorough Knowledge of business opportunities in the region in Investments
All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required

Job Responsibility

Provision of SME expertise on specific products and services to customers and colleagues
Understanding of market trends, new features, regulatory requirements and potential risks
Response to customer inquiries, attend client meetings
Presentation of the advantages and features of the product to potential customers
Assistance with the development and execution of marketing materials for the product
Participation in training sessions and workshops
Participation in events, conferences, and other networking opportunities

What we offer

Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Hybrid working
Supportive and inclusive culture and environment
Flexible working arrangements

Fulltime

Investment Advisor, Private Bank

This is an exciting opportunity to join Barclays as an Investment Advisor, Priva...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues and can assimilate complex investment information
Technical skills and experience with respect to formulating investment strategies and solutions across asset classes including Equities, Fixed Income, FX and Alternatives as well as via Mandates, Funds and Structured products & Derivatives
Good Basic understanding of wealth and estate planning issues
Extensive experience working in investment advisory, portfolio management or sell-side global markets
Superior communication skills and a proven record for closing, with the ability to match clients’ investment needs to appropriate proposition and product set
An entrepreneurial mindset, with a pragmatic ‘can-do’ attitude and be proactive and flexible in accordance with the changing environment
Excellent verbal, written communication, and presentation skills

Job Responsibility

Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings
Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions
Support with resolution of issues, and provision of guidance on product usage
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption
Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days

Fulltime

Investment Advisor

Join us as an Investment Advisor within our Private Bank and Wealth Management t...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Significant experience as an IA with respective client segments
Experience and success in marketing investments to institutional clients
Level 4 UK RDR qualification (or equivalent) to give regulated client advice
Goal-orientated with capability to think independently and solve complicated problems
Good communication skills in order to deal with a variety of stakeholders

Job Responsibility

Understand the client situation, objectives, decision making process, and competition to position Barclays investment capability
Use judgement to design and pitch the right investment solution
Provide advice on individual solutions and devise trading / investment ideas for clients
Review investment portfolios regularly and propose relevant changes
Provide regular market updates on all major asset classes and financial indicators
Provision of SME expertise on specific products and services to customers and colleagues
Understanding of market trends, new features, regulatory requirements and potential risks
Response to customer inquiries, attend client meetings
Presentation of the advantages and features of the product to potential customers
Assistance with the development and execution of marketing materials

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
International scale offering incredible variety, depth and breadth of experience
Chance to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility

Fulltime

Vp, head of atm operations and service continuum

Citi Global Wealth (CGW) brings together the full power of Citi to serve the ent...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Graduate, with at least 12 years of experience in Consumer Banking
Experience in leading or managing a team
Knowledge of Branch operations, banking processes and services
Demonstrated experience in project management and systematic approach in problem solving in large-scale process innovation and/or change management projects
Proven track record of consultative and collaborative relationship management and ability to influence multiple stakeholders effectively, and gaining support for new ideas and approaches
Strong leadership of ability to take charge, lead and drive all functions to deliver a common objective with exceptional result
Decisive, capable of thinking through and trouble-shooting nuanced and complex situations
A committed team player who is also able to work independently
Driven, analytical, strong appreciation of processes, detail oriented
Highly competent with Excel and PowerPoint

Job Responsibility

Strategy Formulation & Execution
Project Management for Client Servicing, Wealth Centers & ATM/CDM
Drive and spearhead service process re-engineering / innovation and manage physical distribution network transformation including paperless branch experience, etc
Collaborate with local and global stakeholders on transformation initiatives
Formulate, deliver and execute strategy for optimized physical distribution network (Wealth Centers, ATMs/CDMs) to meet business needs for acquisition, engagement, branding by analyzing client traffic / trends / transactions at Citi assets vs other physical spaces in Singapore. Prepare and publish ATM/CDM revenue, cost and transactional data (ATM Bluebook)
On-going metrics monitoring and ensure post project actions such as performance tracking are duly performed
ATM Vendor management
Business contact responsible for ordering new machines, PO/Invoices and payments
Oversee day to day FLM and SLM services and manage adhoc cost approvals for movement / repair / fix / issues
Audit and Ongoing Compliance

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world

Fulltime

Wealth Management SME

NTT DATA

Location:
India , Bangalore

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
January 24, 2026

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