Posted on Apr 27 2015 (almost 5 years ago)
The RMs input an investment strategy in Triple A. The application studies the input and delivers an adapted investment plan for the RMs clients. The Advisory business comes in and validates or modifies this strategy. The generated arbitrage reports are very simple in terms of content, design and information.
The Bank would like to release a new version of the proposal module of Triple A, with way more details and content.
The person they're looking for would be a functional Triple A expert (5 to 10 years’ experience), with strong knowledge on the Wealth Management business, ideally with exposure to the Advisory business, with experience on Actuate, on the order sessions in Triple A. Front Office exposure is also good to have.