Digital Wealth Expert

22 hours ago

Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title: Digital Wealth Expert

We are seeking a highly skilled expert in wealth management to drive the successful implementation of our digital platform. The ideal candidate will leverage their deep domain knowledge in private banking and wealth management to ensure business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

Key Responsibilities:
  • The primary responsibility of this role is to act as the domain expert for wealth management, private banking, and digital advisory.
  • This involves interpreting and validating business requirements across modules including 360° Customer Overview & Net Worth Analytics, Investment & Cash Accounts, Portfolio Management and Tracking, Wealth Planning & Goal-Based Investing, Self-Execution & Robo-Advisory Journeys.
  • The ideal candidate will work closely with business, compliance, and product teams to define requirements and liaise with technology and vendor partners to ensure domain needs are met.
Required Skills & Qualifications:
  • 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.
Preferred Qualifications:
  • Experience working with Middle East or global private banking clients.
  • Involvement in wealth platform transformation projects.
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.

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