Wealth Management Operations Specialist

7 days ago


Pushkar, Rajasthan, India beBeeOperational Full time ₹ 8,00,000 - ₹ 15,00,000
Job Summary

Manage day-to-day operational activities in a wealth management firm, ensuring accurate record-keeping and timely delivery of client and regulatory requirements.

Key Responsibilities:
  • Handle account opening, onboarding, trade execution and reconciliation, client reporting, and compliance support.
  • Coordinate with custodians and vendors to ensure smooth operations.
Requirements
  • Strong back office operations skills.
  • Attention to detail and ability to multitask efficiently.
  • Effective communication skills.
  • Bachelor's degree.
  • Knowledge of financial products and investment operations would be an asset.
Why This Role?

This role offers the opportunity to work in a dynamic environment, leveraging your expertise in back office operations to drive business success.


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