Job Description

Position: Sr Manager - Senior Wealth Operations and Documentation
Reporting to: Head of Wealth Operations
Location: Mumbai
Experience Required: 10+ years of experience in wealth management operations and documentation
Overview:
The Sr Manager in Wealth Operations and Documentation will play a pivotal role in leading and strategizing all operational and documentation processes within our Wealth Management division. You will ensure streamlined operations, compliance, and client documentation accuracy while fostering a culture of innovation and continuous improvement.
Key Responsibilities

• Lead and manage a team responsible for wealth operations and client documentation processes.
• Develop and implement operational strategies to enhance efficiency and service quality.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with cross-functional teams to support business growth and client satisfaction.
• Oversee client onboarding, transaction processing, and documentation accuracy.
• Identify process improvements and leverage technology for operational excellence.
• Act as the focal point for audit processes and ensure timely resolution of any findings.
• Train, mentor, and develop the team to foster professional growth and skill enhancement.

• Bachelor's degree in Finance, Business Administration, or a related field. A master's degree is advantageous.
• Extensive experience in wealth management operations, with a strong focus on documentation.
• Proven ability to lead and develop high-performing teams.
• In-depth understanding of regulatory frameworks and compliance within wealth management.
• Strong analytical, problem-solving, and decision-making capabilities.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and digital tools for wealth management.

• Competitive salary and performance-based bonuses.
• Comprehensive health benefits and pension plan.
• Opportunities for career advancement within a global financial institution.
• Continuous learning and development programs.
• Diverse and inclusive work environment.
• Flexible working arrangements with a hybrid work model.