Finance Fo.Wealth Mgmt.Candidate
Source: reference/rubric-configs/finance-fo.wealth-mgmt.candidate.json
{
"sub_function": "finance-fo",
"sub_vertical": "wealth-mgmt",
"display_name": "Finance Front Office — Wealth Management",
"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": [
"private wealth management",
"premium banking",
"HNW sales",
"high-net-worth client management"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "tag",
"values": [
"proven sales track record",
"target achievement",
"revenue generation"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "keyword",
"values": [
"financial markets",
"asset classes",
"investment products",
"regulatory frameworks"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "keyword",
"values": [
"relationship building",
"negotiation",
"client communication"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "keyword",
"values": [
"CRM systems",
"CRM proficiency"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "tag",
"values": [
"Bachelor's degree in Finance",
"Bachelor's degree in Business"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "certification",
"values": [
"CFP",
"Certified Financial Planner"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "certification",
"values": [
"CFA",
"Chartered Financial Analyst"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
}
],
"nice_to_have_signals": [],
"disqualifying_signals": [
{
"type": "tag",
"values": [
"no wealth management experience",
"no HNW client exposure",
"retail banking only"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales Manager.pdf"
],
"observed_in_pct": 1
},
{
"type": "tag",
"values": [
"no sales track record",
"non-sales background"
],
"weight": 5,
"source_docs": [
"reference/JD/Finance- RM, wealth management, FA, institutional sales/JD for Private Wealth Sales 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"
}Last updated on