Skill required: Wealth Management - Wealth Management Client Portfolio Planning

Designation: Capital Markets Services Analyst

Qualifications: Any Graduation

Years of Experience: 3 to 5 years

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What would you do?

- The Wealth & Asset Management offering supports investment advisory and wealth management firms in delivering high-quality client services, regulatory compliance, and operational excellence. The function focuses on managing client onboarding, account maintenance, KYC compliance, risk controls, and documentation validation to help preserve and grow client wealth while ensuring adherence to financial regulations.
- The process involves reviewing customer account opening forms, validating supporting documents, and performing KYC and regulatory compliance checks.



Analysts identify discrepancies, resolve documentation issues with Compliance and Risk teams, maintain audit-ready records, escalate non-compliant cases, and contribute to process improvements that enhance operational accuracy and efficiency.
- This role requires expertise in Wealth and Asset Management applications, client onboarding, account opening, KYC,AML compliance, and risk management. Robust analytical, problem-solving, and communication skills are essential to review financial documents, ensure regulatory adherence, manage exceptions, perform quality checks, and support operational processes in a regulated environment. What are we looking for?
- Primary skill - Wealth Management Client Portfolio Planning - P1
- Secondary skill - Analysis and Reporting - P1 Roles and Responsibilities:
- In this role you are required to do analysis and solving of lower-complexity problems.
- Your day to day interaction is with peers within Accenture before updating supervisors.
- In this role you may have limited exposure with clients and or Accenture management.
- You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments.
- The decisions you make impact your own work and may impact the work of others.
- You will be an individual contributor as a part of a team, with a focused scope of work.
- Please note that this role may require you to work in rotational shifts

📌 Capital Markets Services Analyst (Mumbai)
🏢 Accenture in India
📍 Mumbai