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Wealth Manager
2 weeks ago
Job Title:
Wealth Management & Asset Management
Experience: 11-15 years
Positions: 2 nos
Work Location:
Chennai / Hyderabad / Bengaluru / Pune / Noida
Budget: 35L as CTC
Notice Period:
within 45 days
Job Description:
Wealth Management & Asset Management
Overview:
We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of Wealth Management, Asset Management & Private Banking.
The ideal candidate should have a proven track record in providing and structuring solutions for Global Wealth & Asset Managers and Wealth Platforms and familiarity with underlying Wealth products, and the ability to collaborate effectively with fintech partners.
As a Wealth & Asset Management SME the person would play a critical role in shaping our Wealth & Asset Management initiatives.
Should have a mix of Product / Solutioning / Pre-sales and services in Wealth & Asset Management / Financial servicesShould have an MBA or MTech
11+ years of experience, in BFSI (primarily in Financial Services, Wealth & Asset Management).Should have deep understanding of the functional and technology aspects Wealth & Asset Management Domain/ should be 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 and Private Banking Clients.
Kindly keep in mind the 'Diversity' perspective as well
Responsibilities:
Wealth & Asset Management Processes :
Lead the establishment of Wealth and Investment Management from scratch, including defining the technology stack, architecture, and operational processes.
Collaborate with cross-functional teams to ensure seamless integration of Wealth Management Services.
Wealth Management Value Chain :
Possess a holistic understanding of the Wealth & Asset Management value chain, including customer onboarding, account management, wealth platforms and products, financial planning, model portfolios, portfolio construction and portfolio management, rebalancing, client reporting, and customer experience.
Identify opportunities for process optimization and efficiency enhancements across the value chain.
Product Knowledge :
Be well-versed in underlying Wealth products, Investment Platforms, Preferable Wealth Platform Product skills, Distribution Platforms, Financial Planning, Tools, Open Wealth,
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.
Technical Expertise :
Provide technical insights to development teams during the implementation of digital wealth management solutions.
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
Certifications (Desired) : Relevant certifications in project management, agile methodologies, or Wealth Certifications
Desired Skills:
Technical Skills :
Proficiency in Wealth Management platforms, APIs, and microservices architecture.
Familiarity with cloud-based solutions and security protocols.
Knowledge of data analytics and business intelligence tools.
Domain Expertise :
Experience in transforming traditional wealth managers and wealth platforms into digital-first institutions.
Understanding of regulatory compliance and risk management in Wealth Management.
Collaboration Skills :
Ability to work closely with fintech partners, negotiate contracts, and build strong relationships.
Excellent communication skills to convey complex technical concepts to non-technical stakeholders.
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