Head of Wealth Management

3 days ago

Bengaluru, India Tech Mahindra Full time
Job Title: Head of Wealth & Asset Management

Experience: 15-25 years

Positions: 1 no

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

Notice Period: within 45 days

Job Description: Head of Wealth & 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- 15+ 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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