Wealth operations executive/ specialist

2 weeks ago

Shivamogga, India AQM Technologies Full time

Company Website: Website: About Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB/ASTQB certified Quality Engineers, continually enhancing their domain expertise with certifications from III, AMFI, SEBI, and IIBF.Job Title: Wealth Operations Executive / SpecialistLocation: Ghatkopar, MumbaiEmployment Type: Full-TimeExperience Level: 3-6 Years Job Summary:We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with Money Ware Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery.Key Responsibilities:Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.)Process client transactions including subscriptions, redemptions, transfers, and switchesReconcile portfolios, holdings, and NAVs using Money Ware Integra or similar PMS toolsCoordinate with custodians, fund houses, and internal teams to resolve discrepanciesManage client onboarding documentation, KYC/AML checks, and compliance reportingGenerate and review portfolio reports, MIS, and dashboards for clients and managementEnsure adherence to SEBI and other regulatory guidelines applicable to wealth operationsSupport audits, internal controls, and process improvement initiativesProvide training or support to junior team members as required.Required Skills & Qualifications:Bachelor’s or Master’s degree in Finance, Commerce, or related field2–5 years of experience in wealth/portfolio operations, preferably in a bank, NBFC, or wealth management firmProficiency in Money Ware Integra (by Wealth Spectrum) and/or Miles Software (Money Ware / Private Wealth Management tools)Strong understanding of wealth management products (MFs, AIFs, PMS, Insurance, Bonds)Excellent analytical, reconciliation, and problem-solving skillsWorking knowledge of regulatory frameworks (SEBI, RBI, FATCA, CRS, etc.)Proficient in MS Excel and reporting toolsStrong communication and stakeholder management skills.Preferred (but not mandatory):NISM Series V-A: Mutual Fund DistributorsNISM Series X-A/X-B: Investment AdviserCFP, CWM, or any Wealth Management certification (desirable).

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