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Senior - FSO WM

Location:  Bengaluru
Other locations:  Primary Location Only
Salary: Competitive
Date:  May 23, 2024

Job description

Requisition ID:  1487002

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 





EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry.  If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

Assist our clients better align their organizations' operating infrastructures with their strategies. We have a broad range of capabilities to assist clients with operational improvement, profitability management, finance function activities, and business integration. Your time will be dedicated to the Wealth Management business including retail brokers, private bankers, wealth managers, retirement specialist and trust organizations.  In return, you can expect leading-class learning and development tailored to your unique interests and motivations.  You’ll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.

Your key responsibilities

Building relationships is the key.  You will be a high-profile contact when it comes to motivating client engagement teams with diverse skills and backgrounds by fostering an innovative and inclusive team-orientated work environment. As you build knowledge and experience, you’ll become a credible advisor to junior consultants within the organization as well as the clients. 

Skills and attributes for success:

  • Stay abreast of current business and industry trends relevant to the client's business
  • Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services.
  • Drive high-quality work products within expected timeframes and on budget.
  • Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
  • Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible


To qualify for the role you must have

  • a bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1 years of related work experience
  • a degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
  • a minimum of 1 year of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
  • experience working in a wealth management firm, private bank, investment management firm, capital markets firm, or as a consultant in one of these companies
  • Working knowledge of Retirement Services - Defined Benefits , Defined Contributions
  • Experience on OMNI must have
    • Knowledge of OMNI architecture, components and integration arms
    • Exposure to OmniPlus data base /  OmniPlus Transactions / OmniScript
    • Exposure to OmniAdmin Web development, Custom Screens, Screen data Portal etc.
    • Experience on COBOL/ JCL / VSAM / CICS /Unix Shell scripting
  • Exposure to Qualified/Non Qualified Plans, 401K/403 b/457  plan, IRAs, Roth IRA etc.
  • Exposure to Superannuation plans; sales, servicing, and member management
  • Acts as an SME to senior stakeholders and/or other team member
  • demonstrated ability to manage and supervise a team through all phases of the initiative life cycle
  • strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the Wealth Management area
  • ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
  • a willingness to travel to meet client needs and a valid driver's license and passport required

Ideally, you’ll also have

  • Prior consulting experience with a Big 4 firm or large global financial institution


EY | Building a better working world 

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.  

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.  

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.  

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