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Wealth Manager

2 months ago

Chennai, India Tech Mahindra Full time

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 services
  • Should 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. / 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 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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