Expert Financial Strategist

19 hours ago


Thoothukudi, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Expert Wealth Manager

We seek an exceptional expert to drive the implementation of a Digital Wealth platform.

  • Domain & Functional Expertise
  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
  • Critical Customer Insights & Net Worth Analysis
  • Investment & Cash Management
  • Portfolio Performance and Tracking
  • Wealth Planning & Goal-Based Investment Strategies
  • Self-Execution & Robo-Advisory Journeys
  • Evaluate platform capabilities against 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
  • 10+ years of experience in wealth management, private banking, or investment advisory.
  • Strong understanding of investment products, portfolio performance metrics and reporting, risk profiling and goal-based investing.
  • Experience working with Middle East or global private banking clients is desirable.
  • 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.
  • Key qualifications include
  • Ability to manage multiple stakeholders and priorities.
  • Strong analytical and problem-solving skills.
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