
Digital Wealth Management Strategist
1 week ago
Role Overview
We seek a seasoned Wealth Management Strategist to lead the design, validation, and delivery of digital wealth management journeys. This role demands expertise in wealth management, portfolio advisory, digital platforms, and regulatory compliance.
Key Responsibilities
1. Business Expertise
• Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
• Interpret and validate business requirements across modules such as:
• 360° Customer Overview & Net Worth Analytics
• Provide subject matter expertise on financial planning, portfolio construction, and risk management.
• Collaborate with technology teams to ensure seamless integration and delivery of wealth management solutions.
2. Functional Expertise
• Develop and implement effective strategies to drive business growth and profitability in wealth management.
• Identify and capitalize on new market opportunities through innovative wealth management solutions.
3. Communication Skills
• Communicate complex technical information to both technical and non-technical stakeholders.
• Foster strong relationships with internal and external partners to achieve business objectives.
4. Compliance and Risk Management
• Ensure adherence to regulatory requirements and industry standards for wealth management.
• Identify and mitigate potential risks associated with wealth management operations.
-
Digital Wealth Quality Leader
1 week ago
Navi Mumbai, Maharashtra, India beBeeStrategy Full time ₹ 6,00,000 - ₹ 8,00,000Quality Engineering StrategistWe are seeking an experienced Quality Engineering Strategist to lead the end-to-end quality strategy for the implementation of a digital wealth platform.This role requires deep expertise in digital wealth management and test leadership, with the ability to design quality strategies, manage cross-functional teams, and ensure...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
-
Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Digital Wealth Management Leader
2 weeks ago
Navi Mumbai, Maharashtra, India beBeeWealthManagement Full time ₹ 8,00,000 - ₹ 12,00,000Job OverviewWe seek an experienced Wealth Management Specialist to lead digital wealth management and investment advisory journeys. This role requires in-depth expertise across wealth management, portfolio advisory, digital platforms, and regulatory compliance.Main ResponsibilitiesDomain ExpertiseServe as the primary domain expert for wealth management,...
-
Senior Wealth Strategist
2 weeks ago
Mumbai, Maharashtra, India beBeeWealthStrategist Full time ₹ 15,00,000 - ₹ 20,00,000Senior Wealth StrategistAre you a visionary leader with a passion for driving growth in the wealth management space? We're seeking an experienced Senior Wealth Strategist to spearhead our efforts in this critical area.Develop and execute strategic plans to drive revenue growth in wealth managementLead a team of seasoned Relationship Managers to achieve sales...
-
Digital Wealth Management Specialist
2 weeks ago
Navi Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Job Opportunity: Digital Wealth ExpertAbout the Role:Wealth Management Expertise:You will be responsible for guiding the successful implementation of a digital wealth platform.Act as the primary domain expert for wealth management, private banking, and digital advisory.Interpret and validate business requirements across modules.Stakeholder Collaboration:Work...
-
Senior Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...
-
Wealth Management Analyst
3 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
-
Wealth Management Analyst
3 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...