▷ (Apply in 3 Minutes) Wealth Manager

3 weeks 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.

  • (Apply in 3 Minutes) Investor Support

    5 days ago

    Chennai, India Runrate Wealth Network Full time

    Runrate Wealth Network is on a mission to make financial advisory easily accessible to every Indian. Everyone should be able to make better financial decisions.Role DescriptionThis is a full-time remote role for an Investor Education professional. The role involves day-to-day tasks such as delivering learning materials, conducting sessions, and engaging with...

  • Telecalling at Ray Prime Wealth in Chennai

    5 days ago

    Chennai, Tamil Nadu, India Ray Prime Wealth Pvt Ltd Full time

    Job Requirements Job Title: TelecallerCompany Name: Ray prime wealth pvt ltdLocation: Chennai, Tamil NaduSalary: Per monthEmployment Type: Full TimeJob Description:Ray prime wealth pvt ltd, a verified employer, is seeking candidates to join us as Telecallers in Chennai. As a Telecaller, you will be responsible for making outbound calls to customers, handling...

  • Wealth Manager

    3 weeks ago

    Chennai, India Tech Mahindra Full time

    Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

  • Wealth Manager

    3 weeks ago

    Chennai, India Tech Mahindra Full time

    Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

  • Wealth Manager

    6 days ago

    Chennai, India GA Capital Management Private Limited Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

  • Wealth Manager

    6 days ago

    chennai, India GA Capital Management Private Limited Full time

    Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

  • Wealth Manager

    7 days ago

    Chennai, India GA Capital Management Private Limited Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

  • Head of Product Management-Wealth Management

    4 days ago

    Chennai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: Mumbai/Chennai/HYDReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions...

  • Head of Product Management-Wealth Management

    5 days ago

    chennai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai/Chennai/HYD Reports To: CEO Exp-20+ Wealth Management Products Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales...

  • Senior Wealth Manager

    2 weeks ago

    chennai, India BugleRock Capital (formerly o3 Securities) Full time

    About BugleRock Capital BugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

  • Senior Wealth Manager

    2 weeks ago

    Chennai, India BugleRock Capital (formerly o3 Securities) Full time

    About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

  • Senior Wealth Manager

    1 week ago

    Chennai, India BugleRock Capital (formerly o3 Securities) Full time

    About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

  • Relationship Manager

    5 days ago

    Chennai, India Waytogo Consultants Full time

    1.Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.2. Revenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential UHNI Clients.4. Acquiring and managing both business, individual...

  • Relationship Manager

    5 days ago

    chennai, India Waytogo Consultants Full time

    1.Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential UHNI Clients. 4. Acquiring and managing both business,...

  • Relationship Manager

    4 days ago

    Chennai, India Waytogo Consultants Full time

    1.Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.2. Revenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential UHNI Clients.4. Acquiring and managing both business, individual...

  • Tax Manager

    1 week ago

    Chennai, India GST Manager Full time

    Job Title: Taxation ManagerWe are seeking a highly motivated Chartered Accountant to join our team as a Taxation Manager. If you are passionate about tax management and eager to take your career to the next level, this is the opportunity for you.Key Responsibilities:- Lead and mentor a team of tax analysts.- Manage and oversee: - Income Tax Filing - Tax...

  • Tax Manager

    1 week ago

    Chennai, India GST Manager Full time

    Job Title: Taxation ManagerWe are seeking a highly motivated Chartered Accountant to join our team as a Taxation Manager. If you are passionate about tax management and eager to take your career to the next level, this is the opportunity for you.Key Responsibilities:- Lead and mentor a team of tax analysts.- Manage and oversee: - Income Tax Filing - Tax...

  • ▷ (Apply in 3 Minutes) Ecommerce Manager

    1 week ago

    Chennai, India Artifex HR Private Limited Full time

    Artifex HR is looking for a catalog manager for a leading retail saree boutique based in Chennai.JOB TITLE: Catalog ManagerWe are seeking a skilled Catalog Manager to oversee our Shopify platform and ensure efficient management of our product catalog and shopfront customization. The ideal candidate will have a strong background in e-commerce and a deep...

  • (Apply in 3 Minutes) Content Developer

    3 weeks ago

    Chennai, India MSX International Full time

    Are you a creative and passionate content developer who thrives on developing engaging learning experiences? We're looking for a talented individual to join our client's training team in Chennai. In this role, you'll play a key role in creating high-quality training content that helps their employees gain the skills and knowledge they need to...

  • (Apply in 3 Minutes) Finance Manager

    4 weeks ago

    Chennai, India Newbridge Full time

    The role will report to the Assistant Finance Director and empower a team in India, driving operational finance management to new heights.Responsibilities- Take charge of leading, training, and overseeing a proficient team of accounting professionals to effectively manage finance and accounting tasks at the site.- Ensure the accuracy and integrity of...