
Wealth Management
7 days ago
The individual will participate to the development and analysis of our activity. He/she will contribute to the product development, risk management and business analysis areas in support of the Products and Services Development team. The individual will work directly with all our advisors (product specialists and investment counselors). It requires a solid background in financial markets, continuous motivation to learn, and prior experience programming in VBA & SQL.
**Risk Management**
- Monitor the process assigning a Risk Score to the various investment products in scope of our activity, investigate and solve related issues.
- Contribute to the Quarterly Risk review of Investment Services and contribute to IS controls according to the control plan on Execution and Advisory
**Business Monitoring & Analysis**:
- Develop & maintain databases linked to the investment activities of WM Asia clients
- Innovate to improve growth & profitability of WM Asia Investment Services
- Create and develop tools for product teams to ease their daily work. Train the product teams to use these new tools and provide a dedicated and efficient support on the tools.
- Enhance all processes and tools linked to the risk management
**Project Management**:
- Actively participate to the development and implementation of global and local projects as required from time to time
**Respect of Compliance**:
- Act, behave appropriately and comply with the general ethical standards expected by the Bank and relevant Regulatory Authorities, including protecting the interests of its clients, the integrity of the markets and the Group's reputation.
- Comply with all applicable legal, regulatory and Group's internal Compliance requirements including, Financial Security, Know Your Customer due diligence, International Financial Sanctions, Client Interest Protection, Market Integrity, Data Protection
- Complete all necessary Compliance training to maintain appropriate business and compliance level of knowledge and understanding in order to be fully competent to undertake the role.
**Requirements**:
- Master or Degree holder with at least 1 year of relevant experience
- Proficient in SQL/VBA language
- Proficient in Excel, Access and Business Objects
- Knowledge of Wealth Management / Private Banking activities
- Knowledge of WM product offering
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