Digital Wealth Platform Specialist

20 hours ago

Tirupati, Andhra Pradesh, India beBeeExpert Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

We are seeking a skilled professional to lead the implementation of our Digital Wealth platform.

Job Requirements

The ideal candidate will have extensive experience in wealth management, private banking, or investment advisory, with a strong understanding of investment products and portfolio performance metrics.

  • 10+ years of experience in wealth management, private banking, or investment advisory is required.
  • A strong understanding of investment products (equities, ETFs, structured products, robo portfolios) is essential.
  • Experience with customer onboarding, digital advisory, and portfolio aggregation is highly desirable.
Preferred Qualifications

Experience working with Middle East or global private banking clients is preferred. Involvement in wealth platform transformation projects is also highly valued.

  • Excellent communication and documentation skills are necessary for success in this role.
  • A proactive, detail-oriented approach to work is crucial for navigating complex regulatory environments.
Key Responsibilities

The successful candidate will be responsible for ensuring alignment between business requirements and platform capabilities, as well as providing training and domain guidance to internal teams.

  1. Domain & Functional Expertise:
  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules.
Stakeholder Collaboration:
  • Work closely with business, compliance, and product teams to define requirements.
  • Liaise with technology and vendor partners to ensure domain needs are met.
Regulatory & Compliance:
  • Ensure alignment with global and regional frameworks such as MiFID II, FATCA, CRS, AML, and KYC.
  • Validate wealth journeys against compliance and risk profiling standards.

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