Senior Digital Wealth Professional

3 days ago

Malappuram, Kerala, India beBeeWealth Full time ₹ 10,00,000 - ₹ 17,50,000

We are seeking a highly skilled wealth management professional to guide the successful implementation of our digital wealth platform. This individual will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

Key Responsibilities:

  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
    • 360° Customer Overview & Net Worth Analytics
    • Investment & Cash Accounts
    • Portfolio Management and Tracking
    • Wealth Planning & Goal-Based Investing
    • Self-Execution & Robo-Advisory Journeys
    • Ensure platform capabilities align with:
      • Customer onboarding & KYC
      • Order placement and settlements
      • Reporting and analytics
      • Vendor integrations (e.g., IVS, GTN)

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.
  • Provide training, documentation, and domain guidance to internal teams.

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.

Required Skills & Experience:

Technical Skills:

  • 10+ years of experience in wealth management, private banking, or investment advisory.
  • Strong understanding of:
    • Investment products (equities, ETFs, structured products, robo portfolios)
    • Portfolio performance metrics and reporting
    • Risk profiling and goal-based investing
    • Exposure to digital wealth platforms (Comarch, Temenos, Avaloq, InvestCloud, Finacle Wealth, etc.) is highly desirable.
    • Familiarity with customer onboarding, digital advisory, and portfolio aggregation.

Soft Skills:

  • Strong stakeholder management and ability to influence senior business leaders.
  • Excellent communication and documentation skills.
  • Proactive, detail-oriented, and able to work in complex regulatory environments.

  • UIUX Design Team Lead

    2 days ago

    Malappuram, Kerala, India Nuvama Wealth Full time

    About Nuvama's Design Team:At Nuvama Wealth, our Design team crafts user-centric experiences for a diverse range of digital investment platforms. We support workflows that cater to direct customers, partners, and internal teams—ensuring every interaction is intuitive, efficient, and impactful. Our mission is to simplify complex financial journeys through...

  • Product Engineer

    6 days ago

    Malappuram, Kerala, India RuDo Wealth Full time

    Location: Bangalore, KarnatakaExperience: 3+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

  • Wealth Management Leader

    10 hours ago

    Malappuram, Kerala, India beBeeInvestment Full time ₹ 85,00,000 - ₹ 1,24,69,000

    Unlock Global Investment OpportunitiesWe empower retail investors to easily invest in mature markets.Our data-driven platform provides insights and automated research to help make smarter investment decisions.You will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial...

  • Chief Wealth Strategist

    3 days ago

    Malappuram, Kerala, India beBeeWealthManagement Full time ₹ 1,02,68,000 - ₹ 2,05,36,000

    Job Overview:Our organization seeks a seasoned wealth management professional to fill this key role. The ideal candidate will have extensive experience in the stock broking industry and a proven track record of providing high-quality investment advice to clients.The successful candidate will be responsible for managing client relationships, developing...

  • Digital Solutions Professional

    2 days ago

    Malappuram, Kerala, India beBeeDigital Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the Role:We are seeking a highly skilled Digital Solutions Professional to join our team.The successful candidate will be responsible for analyzing and optimizing digital technologies, systems, and data to enhance business performance.This is a key role that will drive digital transformation across the organization.Key Responsibilities:Lead and Manage...

  • Digital Marketing Professional

    1 week ago

    Malappuram, Kerala, India beBeeDigitalMarketing Full time ₹ 1,50,000 - ₹ 3,00,000

    Senior Marketing Strategist RoleWe are seeking a skilled professional to develop and execute comprehensive online marketing strategies that enhance brand visibility, drive traffic, and generate leads.Key Responsibilities:Manage social media presence across multiple platforms.Design and optimize paid ad campaigns using Google Ads and Meta Ads.Conduct thorough...

  • Relationships Professional

    1 week ago

    Malappuram, Kerala, India beBeeWealth Full time ₹ 12,00,000 - ₹ 17,00,000

    Job OpportunitySeeking a dynamic professional to join our expanding Relationships Department.Key Responsibilities:Build and maintain strong relationships with high net worth clientsConvert qualified leads into managed portfoliosAdvise clients on investment opportunities across mutual funds, equity, and wealth management productsMonitor and review client...

  • Senior Digital Marketing Specialist

    5 days ago

    Malappuram, Kerala, India beBeeMarketing Full time ₹ 10,00,000 - ₹ 15,00,000

    Senior Digital Marketing Manager We are seeking a highly skilled Senior Digital Marketing Manager to lead our paid social and PPC campaigns, drive business growth, and deliver high-impact results.This is an excellent opportunity for a seasoned professional with experience in managing large-scale advertising budgets, analysing campaign data, and collaborating...

  • Senior Digital Experience Designer

    5 days ago

    Malappuram, Kerala, India beBeeDesigner Full time ₹ 15,00,000 - ₹ 18,00,000

    Job Title: Senior Digital Experience DesignerWe are seeking a skilled and creative Senior Digital Experience Designer to join our team. This is an exciting opportunity for someone with a passion for designing intuitive digital experiences that drive business outcomes.This role involves developing user interfaces, collaborating with developers to ensure...

  • Financial Services Executive

    1 day ago

    Malappuram, Kerala, India beBeeWealth Full time ₹ 60,00,000 - ₹ 65,00,000

    Job Description:Our organization seeks a seasoned professional to fill the role of Senior Vice President – Wealth Management. In this position, you will directly oversee a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing comprehensive investment advisory and wealth management solutions.This is an individual contributor...