Private Wealth Management Specialist

1 week ago

Pune, India Tech Mahindra Full time

Job Title:

  1. Wealth & Asset Management – SME
  2. Wealth & Asset Management : Retirement & Superannuation SME


Experience: 12+ years

Positions: 2 nos

Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida

Notice Period: within 45 days


Overview:

We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation expertise with a deep understanding of current and emerging Wealth & Asset Management.

The ideal candidate should have a proven track record in understanding wealth & Asset Management markets globally and be able to analyse and identify emerging trends and opportunities; provide options and solutions for global wealth and retirement platforms and their peripheral application requirements; and have familiarity with underlying Wealth products and legislative/regulatory implications.

As a Wealth Management based Retirement and Superannuation SME the successful candidate would play a critical role in shaping our Global Retirement program and related initiatives. The role will require;

  • A mix of Product / Solutioning / Pre-sales and services in Wealth & Asset Management / Financial services
  • Relevant degree in business, finance, or accounting
  • 12+ years’ experience working in a retirement based financial services business, consultancy, fintech, Digital or technology provider in BFSI (primarily in Financial Services, Wealth & Asset Management, Retirement and Superannuation).
  • Deep understanding of the functional and technology aspects Wealth & Asset Management and Retirement & Superannuation.
  • Fundamental understanding of legislative and regulatory obligations of the sector
  • Deep analytical and critical evaluation skills and ability to research markets, products, systems, and solutions related to the domain.
  • Very strong written and verbal communication skills
  • Capable of Independently handling engagements/discussions etc.
  • Fintech / Wealth Tech / Product Skill Set with relevant Project experience.
  • Client and Sales Interaction.
  • Engagement Experience with Wealth, Asset Management, Retirement, Superannuation Clients.
  • Strong financial capabilities and acumen
  • Organised, structured and professional
  • Proficient in MS Word, Excel, Powerpoint, Project; Confluence, JIRA

Kindly keep in mind the ‘Diversity’ perspective as well

Responsibilities:

Wealth & Retirement, Pensions, Superannuation Processes:

  • Drive TechM’s Wealth & Asset Management solutions including retirement, pensions and superannuation strategy and value proposition development, including defining market opportunities, tech and service solution opportunities, architecture, and operational process opportunities.
  • Collaborate with cross-functional teams to ensure seamless integration of Wealth Management Services.

Wealth Management and Retirement Value Chain:

  • Possess a holistic understanding of the Wealth, Retirement, Pension and Superannuation value chain, including customer onboarding, account management, digital, wealth and retirement platforms and products, financial planning, investments, insurance, legislation/regulatory implications, client reporting, and customer experience. / Private Banking and Family Offices/ Regulations around Wealth Industry
  • Identify opportunities for process optimization and efficiency enhancements across the value chain.

Product Knowledge:

  • Be well-versed in underlying Wealth & Asset management, Retirement products, Investment and Retirement Platforms, Preferable Wealth Platform Product skills, Distribution Platforms, Financial Planning, Tools, Digital, Annuities, defined benefit and define contributions.
  • Application of AI in Wealth and Decisioning

Fintech Collaboration:

  • Collaborate with fintech partners to enhance wealth management offerings.
  • Evaluate and onboard relevant fintech solutions to augment our digital services.
  • Stay updated on emerging fintech trends and technologies.
  1. Researcher, Tender Consultant, Market Intermediary
  • Collaborate with market making partners and researchers to enhance retirement offerings.
  • Evaluate and onboard relevant retirement solutions to augment our suite of services.
  • Stay updated on emerging retirement trends and technologies.
  • Gain detailed insights into markets, competitors, clients, and regulators.

Technical Expertise:

  • Provide technical insights to development teams during the implementation of digital wealth management solutions.
  • Regulatory and compliance expertise
  • Ensure alignment with industry best practices and regulatory requirements.

Stakeholder Management:

  • Engage with internal stakeholders (business, IT, compliance, risk) to drive digital transformation initiatives.
  • Communicate effectively with external partners and vendors.

Qualifications:

  • Education: MBA (Financial Services) / Computer Sciences or relevant Business, Finance, Accounting qualifications.
  • Certifications (Desired): Relevant certifications in project management, agile methodologies, or Wealth Certifications

Desired Skills:

Technical Skills:

  • Proficiency in Wealth & Asset Management platforms, Retirement & Superannuation Platforms, Digital, APIs, payment systems and microservices architecture.
  • Familiarity with cloud-based solutions and security protocols.
  • Knowledge of data analytics, business intelligence and reporting tools.

Domain Expertise:

  • Experience in transforming traditional retirement providers and wealth platforms into digital-first, straight through processes operating environments.
  • Understanding of regulatory compliance and risk management in Wealth and Retirement.

Collaboration Skills:

  • Ability to work closely with fintech partners, market makers, research, negotiate contracts, and build strong relationships.
  • Excellent communication skills to convey complex technical concepts to non-technical stakeholders.

  • Private Wealth Management Specialist

    6 days ago

    Pune, India Tech Mahindra Full time

    Job Title:Wealth & Asset Management – SMEWealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation...

  • Private Wealth Management Specialist

    7 days ago

    Pune, Maharashtra, India Tech Mahindra Full time

    Job Title: Wealth & Asset Management – SMEWealth & Asset Management : Retirement & Superannuation SMEExperience: 12+ yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysOverview:We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and superannuation...

  • Private Wealth Management Specialist

    1 week ago

    pune, India Tech Mahindra Full time

    Job Title: Wealth & Asset Management – SME Wealth & Asset Management : Retirement & Superannuation SME Experience: 12+ years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Notice Period: within 45 days Overview: We are seeking experienced Wealth & Asset Management Specialists. Specialists also having retirement and...

  • Operations Associate- Private Wealth

    7 days ago

    Pune, Maharashtra, India AllianceBernstein Full time

    Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Operations Associate- Private Wealth

    3 weeks ago

    Pune, India AllianceBernstein Full time

    Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Operations Associate- Private Wealth

    2 weeks ago

    pune, India AllianceBernstein Full time

    Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Operations Associate- Private Wealth

    2 months ago

    Pune, India AllianceBernstein Full time

    Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Operations Associate- Private Wealth

    3 weeks ago

    Pune, Maharashtra, India AllianceBernstein Full time

    Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Wealth Advisor

    7 days ago

    Pune, Maharashtra, India Nuvama Wealth and Investment pvt ( Edelweiss) Full time

    About the Company:Nuvama Wealth and Investment Limited (Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading facility. We...

  • Wealth Advisor

    3 weeks ago

    Pune, Maharashtra, India Nuvama Wealth and Investment pvt ( Edelweiss) Full time

    **About the Company**: **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading...

  • Looking Mba Marketing for Internship

    2 weeks ago

    Baner, Pune, Maharashtra, India Archers Wealth Management Full time

    Company Description & Job Description: Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. Key Responsibilities Includes: - 1) Responsible for delivering BD &...

  • Marketing Internship

    1 week ago

    Baner, Pune, Maharashtra, India Archers Wealth Management Full time

    Kindly Find the company details and internship details below 1. ROLES AND RESPONSIBILITIES: 1) Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. 2) BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. 3) Assist with Production of enticing BD & Marketing content...

  • Relationship Manager

    2 months ago

    Pune, India Hireginie Talent Cloud Pvt Ltd Full time

    Designation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...

  • Relationship Manager

    3 weeks ago

    Pune, India Hireginie Talent Cloud Pvt Ltd Full time

    Designation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...

  • IndusInd - Private Banker

    2 months ago

    Pune, India IndusInd Bank Full time

    Private Banker Detailed Responsibilities:- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and...

  • Pcc Only

    2 weeks ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **PCC Only - Private Banker**: **Job ID**:R0246364**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-02-21**Location**:Pune**Position Overview**: **Job Title**:Private Banker** **Location: Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a...

  • Sales Specialist

    7 days ago

    Pune, Maharashtra, India Secure Network Solutions India Private Limited Full time

    Company Description Secure Network Solutions India Private Limited (SNS) is a leading provider of Information and Network Security solutions. With over 23 years of experience, SNS is focused on delivering technically feasible, commercially viable, and practical solutions in the constantly changing data security landscape. As an ISO 27001 Certified Company...

  • Sales Specialist

    7 days ago

    Pune, Maharashtra, India Secure Network Solutions India Private Limited Full time

    Company DescriptionSecure Network Solutions India Private Limited (SNS) is a leading provider of Information and Network Security solutions. With over 23 years of experience, SNS is focused on delivering technically feasible, commercially viable, and practical solutions in the constantly changing data security landscape. As an ISO 27001 Certified Company and...

  • Wealth Manager

    2 months ago

    Pune, India Iqmetrix Software Development India Private Limite Full time

    Job description- Wealth Manager (IPRM - Investment products relationship Manage clients with a minimum Investment amount of Rs 50 Lakhs and above.Strong analytical skills and ability to work in teams.ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to...

  • Wealth Manager

    3 weeks ago

    Pune, India Iqmetrix Software Development India Private Limite Full time

    Job description- Wealth Manager (IPRM - Investment products relationship Manage clients with a minimum Investment amount of Rs 50 Lakhs and above.Strong analytical skills and ability to work in teams.ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to...