Senior Wealth Management Professional

20 hours ago


Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title: Senior Wealth Management ProfessionalWe are seeking an experienced Wealth Management Specialist to join our team and provide expert guidance on digital wealth platforms.The ideal candidate will have a strong background in wealth management, private banking, or investment advisory, with a proven track record of success in delivering complex projects.Key Responsibilities:
  • Provide domain expertise for wealth management, private banking, and digital advisory services.
  • Collaborate with business, compliance, and product teams to define requirements and ensure regulatory compliance.
  • Work closely with technology partners to integrate domain needs into the platform.
  • Develop and deliver training programs for internal teams.
Required Skills & Experience:
  • 10+ years of experience in wealth management, private banking, or investment advisory.
  • Strong understanding of investment products, portfolio performance metrics, and risk profiling.
  • Exposure to digital wealth platforms and customer onboarding processes is highly desirable.
  • Familiarity with global and regional regulatory frameworks such as MiFID II, FATCA, CRS, AML, and KYC.
Soft Skills:
  • Excellent communication and stakeholder management skills.
  • Able to influence senior business leaders and work effectively in complex environments.


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