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Job Description

Skill required: Wealth Management - Wealth Management Client Portfolio Planning
Designation: Associate
Qualifications:Any Graduation
Years of Experience:1 - 3 Years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? Analytical Thinking S Communication / Presentation Skills E Multi-tasking / Time Management E Ability to Learn E
What are we looking for? Creation of Client Investment Review and Portfolio View, Management of compliance document, Review of newly opened application forms, Trade Support, Collateral Management and Corporate Actions Functional Expertise: ? Minimum 4-7 years of experience in Brokerage or Retirement Services pertaining to Insurance, Annuities, Pension fund Brokerage Accounts, etc ? Knowledge of regulations like Banking Secrecy Act, USA patriot act, OFAC regulations etc ? Subject Matter Expert ? Review for accuracy and provide inputs ? Coordinates with onshore team or stakeholder Stay apprised of capital market updates through reading, research, and training through appropriate sources.
Roles and Responsibilities: Ability to understand evaluate Capital Market and Banking product requirements • Ability to understand business processes to verify controls are effective, mitigate risks, and suggest changes to control descriptions as needed. • Analytically sound to take decisions on controls • Ability to understand Complex Documentation and legal language • Advanced Proficiency required in English Language to create documentation. • Perform assignments/deals/tasks • Attention to details to analyze Gaps in control • Ability to review all written materials • Should be a self-starter, motivated and highly energized individual to compete the complexity of the process • Ability to interact with internal stakeholders to explain the process and present the processAny Graduation

About Accenture


Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us atwww.accenture.com


Equal Employment Opportunity Statement



All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.


Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.


Accenture is committed to providing veteran employment opportunities to our service men and women.


Job Details

Job Location
Chennai India
Company Industry
Other Business Support Services
Company Type
Employer (Private Sector)
Employment Type
Unspecified
Monthly Salary Range
Unspecified
Number of Vacancies
Unspecified

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