EY Staff - BT-FS Wealth operations 

India, Karnataka, Bengaluru 

404423824

Consulting – Wealth Operations

As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling theiracross their middle and back office functions. This includes working with the clientele to setup their. Additionally, this role requires focus and contributions oninitiatives at an engagement/project level. This includes techno-functional role conducting finance processes assessments, deep diving and analysing pain areas and coming up with solutions.

key responsibilities

• Delivery of operations, processes per client requirements/ SLAs
• Ensure daily end of day sign offs on deliverables and KPIs
• Support and provide inputs on metrics and reporting (SLAs, KRIs and KPIs)
• Document processes, standard operating procedures, checklists and get them signed off by the leadership/clients and ensure implementation of the same by the team
• Identify and provide inputs for process improvements, efficiencies, automation etc
• Help with screening and hiring resources to build teams

Skills and attributes for success

• Sound knowledge of the Wealth Industry and exposure to Wealth operations
• Good proficiency in at least one middle/back office function (Client/Customer onboarding, CRM operations, KYC and Client/Customer due diligence, Trust operations, Power of Attorney processing)
• Proficiency in English (oral and written)
• Flexible and adaptable; able to work in ambiguous situations
• Capability to support others and help them in their day to day tasks
• Must be a team player and able to work collaboratively with and through others

To qualify for the role, you must have

• Graduation / Post-graduation in commerce/finance, MBA (Finance)
• 2+ years of experience in Wealth Management operations
• Strong Excel skills

What we look for

• A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environment
• Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries

You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities andfreedom to make things better.Whenever you join, however long you stay, the

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EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.