Finance Fo.Rm.Candidate

{
  "sub_function": "finance-fo",
  "sub_vertical": "rm",
  "display_name": "Finance Front Office — Relationship Manager",
  "version": "bootstrap-2026-06-11",
  "generated_from": {
    "run_id": "bf808d4e-b3f9-425c-9721-3af4216d056f",
    "cv_count_in_cell": 0,
    "jd_count_in_cell": 1
  },
  "must_have_signals": [
    {
      "type": "tag",
      "values": [
        "relationship management",
        "banking experience",
        "financial sales"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "keyword",
      "values": [
        "banking products",
        "market trends",
        "portfolio management"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "tag",
      "values": [
        "communication skills",
        "negotiation skills",
        "interpersonal skills"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "tag",
      "values": [
        "degree in Finance",
        "degree in Business",
        "related field degree"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "certification",
      "values": [
        "CFP",
        "CFA",
        "FMVA"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "tag",
      "values": [
        "wealth management",
        "institutional sales",
        "high-net-worth client management"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "keyword",
      "values": [
        "CRM software",
        "client onboarding",
        "cross-selling"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    }
  ],
  "nice_to_have_signals": [],
  "disqualifying_signals": [
    {
      "type": "tag",
      "values": [
        "no banking experience",
        "no financial services background"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    },
    {
      "type": "tag",
      "values": [
        "unrelated degree with no finance exposure"
      ],
      "weight": 5,
      "source_docs": [
        "reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Relationship Manager.pdf"
      ],
      "observed_in_pct": 1
    }
  ],
  "title_normalisations": [],
  "scoring_weights": {
    "sub_function_match": 0.2,
    "tag_overlap": 0.3,
    "seniority_delta": 0.2,
    "years_experience": 0.15,
    "red_flag_penalty": 0.15
  },
  "minimum_pass_score": 4,
  "status": "bootstrap-draft"
}