Global Wealth Management Job Description

Global Wealth Management Job Description

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Global wealth management provides timely credit decisions within delegated credit authority and ensure credit approvals are within credit policy standards, and compliant with applicable US Banking regulations.

Global Wealth Management Duties & Responsibilities

To write an effective global wealth management job description, begin by listing detailed duties, responsibilities and expectations. We have included global wealth management job description templates that you can modify and use.

Sample responsibilities for this position include:

Provide oversight to the Fixed Income facilitation book to ensure compliance with rules for the book
Working closely with other regional/global business and information technology audit colleagues within the Asset Management team in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
Facilitate ongoing analysis of risk trends through the development and implementation of audit coverage
Facilitate performance of detailed control assessments and test work across multiple Global Wealth Management functions and processes
Facilitate developing recommendations to strengthen internal controls and improve operational efficiency
The candidate’s performance will be measured by objectives using specific financial metrics and client satisfaction objectives
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
Provide ownership and strategy for key projects that cross the IP&S platform
Alignment with firm initiatives
Coordination among marketing teams

Global Wealth Management Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Global Wealth Management

List any licenses or certifications required by the position: CFA, MBA, LOB

Education for Global Wealth Management

Typically a job would require a certain level of education.

Employers hiring for the global wealth management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Business/Management, Management, MBA, Marketing, Technology, Financial Services

Skills for Global Wealth Management

Desired skills for global wealth management include:

Accounting principles/ financial statements
Legal documentation
Loan/credit operations
Microsoft Office products
Policy
Brokerage
Trustee and specialty wealth advisory services
Microsoft office
Applicable laws and regulatory requirements banking and broker/dealer regulations
Banking and credit

Desired experience for global wealth management includes:

Assist with special projects where needed
Intrinsically motivated / hard worker
Experience working in an environment that requires attention to detail and adherence to strict rules / standards
Strong analytical / problem-solving skills – ability to analyze complicated problems/scenarios, come up with root cause analysis remediation steps
Ability to partner effectively with various constituents (e.g., Regional and Product CFO teams, MIS, Product Control, AM P&A, ) and communicate effectively with emphasis on materiality and relevance
Specific experience in fixed income fields within Investment Banking or Asset Management desired

Global Wealth Management Examples

1

Global Wealth Management Job Description

Job Description Example
Our company is searching for experienced candidates for the position of global wealth management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for global wealth management
  • Plan menu for upcoming week
  • Communicate changes to menu & requirements
  • Oversee the reservation books
  • Support events team on special events
  • 35% Client Focused / Relationships & Communication/Critical Incident management
  • 25% Managerial Excellence / Building a High Performing Team
  • Building data for core performance metrics and management reporting of SM functions
  • Monitoring changes to business practices and products, ensuring that procedures/controls are adequate to cover the business
  • Training development program organization and implementation
  • Draft communications on training development
Qualifications for global wealth management
  • Must be eligible to work in Europe and meet the appropriate UK regulatory requirements for the role
  • The position exists to provide insight and advice on portfolio management best practices – linking conceptual portfolio strategies to the day to day realities of trading and rebalancing portfolios
  • The primary objective of this role is to assist teams in making knowledgeable decisions and analysis of business practices relating to Modeling, Bulk Trading and other desktop applications, with the goal of arriving at solutions to avoid trading issues/errors and grow a scalable business
  • The role adds value by offering subject matter expertise to discretionary licensed investment advisors on the ClientLink modeling and bulk trading tools and portfolio management best practices
  • The role adds value by offering subject matter expertise to non-discretionary advisory teams working with individual securities and / or the Unified Managed Account (UMA) platform
  • The role impacts and supports all of the Dominion Securities (DS) fee-based programs
2

Global Wealth Management Job Description

Job Description Example
Our innovative and growing company is hiring for a global wealth management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for global wealth management
  • Assist Global Coordinators and Regional Heads of Supervision through needs analyses of the supervisory tools and reports and ensure consistency of implementation as appropriate
  • Assist in Business resiliency requirements planning and maintenance
  • Well versed particularly in Chicago area venues our footprint in the Midwest region
  • Project planning and analysis – including detailed project plans, documenting business requirements, detailing issues & problems
  • Assist in the design and implementation of solutions, including enhancements to existing processes and/or business applications
  • Provide support to determine operating model impacts and changes both tactical and strategic
  • Executes operational risk programs within ORM-GWS - risk and control assessment, loss event data collection, detailed control review and assessment, control monitoring, scenario and external events analysis
  • Work with the business to execute risk and control assessments, including control design evaluation, executive reporting, and process mapping as appropriate
  • Analyze internal Operational Risk Events, conduct root cause & corrective action reviews of loss events and other operational issues both upon request, and also as required by the ORM Program
  • Complete assessment and analysis work as required on Product Risk Review, problematic processes, 3rd Party arrangements, key initiatives, significant loss events, “what if” scenarios for industry events
Qualifications for global wealth management
  • The Portfolio Management and Implementation Consultants align directly to the DS overall strategy of client service
  • Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3 years experience)
  • French as a second language (oral and written)
  • Given the nature of this role a fluency in both Italian and English is essential
  • Collaboration with business partners, GWMT management and other T&O groups
  • Provide effective business & data analysis solutions to "tell a story" behind the data
3

Global Wealth Management Job Description

Job Description Example
Our innovative and growing company is looking for a global wealth management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for global wealth management
  • Analyze external events and liaise with the business to ascertain if similar exposures exist within GWS, assess the impact on the risk profile and develop mitigation strategies if required
  • Develop robust linkages with applicable Centres of Governance (CoG) and Second Line of Defence representatives to support information requirements to execute core operational risk program
  • Support Global Head, WM ORM Programs, on platform-wide Operational Risk initiatives as directed
  • Maintain budgets and event calendar accordingly, strong emphasis on data management and data analysis
  • Work in close partnership with Research GSR team and Research GSR team lead to ensure effective distribution of research recommended strategies
  • Partner with O&C, T&O, control partners, business managers and COOs within MSS and across the organization to drive the MSS RCSA agenda
  • Support the PMG trading teams in the development and management of operating asset allocation models
  • Monitor and analyze portfolio performance, trade analytics, drift analysis, and tactical flow monitoring
  • Work with various internal partners, including Portfolio Construction and Manager Selection
  • Having an awareness of financial planning issues related to managing wealth and implications for portfolios
Qualifications for global wealth management
  • Strong experience of monitoring tools like Wily Introscope, OpTier, Asemon, perfmon, and Unix commands
  • FINRA Series 3 would be helpful, but not required
  • Technical document redaction (flow, systems, data)
  • Ability to work well on an integrated team
  • Ability to effectively communicate and partner with all levels of personnel, including senior managers, within and outside of the Private Bank
  • Minimum of 7-10 years of experience in planning, governance and project management
4

Global Wealth Management Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of global wealth management. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for global wealth management
  • Overseeing Risk Control Self Assessment
  • New Business Initiative Approval process coordination
  • Must have a strong commitment to customer service and teamwork to contribute to high-performing teams through development of self and others
  • Partner with the PB Mortgage Center for conversion to permanent financing, which includes knowledge of PB Mortgage Center underwriting and documentation requirements
  • Assist in implementing procedure changes strategic solutions to resolve ongoing risk issues in discretionary accounts
  • Actually participate in new product development and other programs in order to determine appropriate risk controls
  • Partner with Portfolio Construction group to provide guidance on risk tolerance levels
  • Handle business-as-usual communications to the Client Service Group, including daily, weekly, and monthly messages
  • Handle reporting that tracks the volume of communications sent
  • Develop content for meetings with senior management
Qualifications for global wealth management
  • EDs within the business, operations, or project organizations
  • High level of proficiency in standard business software (ie
  • College degree and minimum 3-5 years work experience
  • Strong problem solving, time management and decision making skills
  • Bachelor’s degree in marketing or related field with extensive brand marketing experience
  • Thorough understanding of marketing and business functions within Financial Services Firm
5

Global Wealth Management Job Description

Job Description Example
Our company is growing rapidly and is looking for a global wealth management. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for global wealth management
  • Develop and execute communication plans based on stakeholder requirements
  • Manage reporting for communication activities
  • Prepare presentations / talking points / briefings and other materials for internal meetings and events
  • Develop and maintain CSG recognition agenda, including publishing content to intranet and ensuring brand and format consistency across global locations
  • Plan meeting logistics and execute large and small internal events – including but not limited to preparing invitations, decks, talking points, briefings
  • Play a key role in coordinating, consolidating and evaluating the outlook for expenses across GWM finance teams 2x a month
  • Become a key contributor to special projects such as direct expense reduction initiatives which include T&E focused reviews, occupancy analyses, and the generation of other expense savings ideas
  • Developing/supporting/facillitating technology initiatives(30%)
  • Develop, maintain and improve various models to understand impact of different rate environment scenarios on businesses profitability – allowing business to appropriately position itself strategically
  • Continually refine forecasts for balances, rates, investments and revenues for the current year
Qualifications for global wealth management
  • Demonstrated strength in marketing competencies with particular strength in strategy development, positioning and brand development, insight and idea generation, effective commercialization, strong project management
  • Proven collaboration skills with the ability to influence at all levels of the organization
  • Demonstrated strengths with written and oral communication
  • Recognized investment industry courses would be an asset – Securities/Options/Futures/ Investment Management, or equivalent
  • Strong knowledge of risk and internal control disciplines
  • Excellent impact and influence skills

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