Career Opportunity in Wealth Operations

5 days ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Wealth Operations Manager

We are seeking an experienced Operations Professional to join our team in a key role within the Wealth Operations department.

About the Role:
  • The successful candidate will be responsible for managing various back-office functions, including asset transition, custody and accounting transfers, tax lot adjustments and trade rebooking.
  • This is an excellent opportunity for someone with a strong understanding of financial services processes and operations to take their career to the next level.
Requirements:
  • A good understanding of upstream and downstream processes related to asset transfer.
  • Familiarity with different types of tax costs, tax codes, tax lots, date of death, beneficiaries and inheritance/gifts.

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