
Senior Wealth Management Professional
20 hours ago
- 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.
- 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.
- Excellent communication and stakeholder management skills.
- Able to influence senior business leaders and work effectively in complex environments.
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Strategic Wealth Manager
1 day ago
Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 1,20,00,000Corporate Treasury and Family Office Job Description">Our team interacts with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products. This involves gauging market trends and identifying opportunities for tailored solutions.We oversee the marketing process, including creating...
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Wealth Portfolio Specialist
21 hours ago
Ghaziabad, Uttar Pradesh, India beBeeInvestor Full time ₹ 16,25,000 - ₹ 25,12,500Wealth management is a critical component of our business operations, and we are seeking an exceptional individual to fill this key role.The primary objective of the Wealth Manager position involves cultivating investor relationships, identifying high net worth individuals, family offices, and professionals, and promoting alternative investment opportunities...
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Senior Wealth Products Specialist
3 days ago
Ghaziabad, Uttar Pradesh, India beBeeWealthProduct Full time ₹ 10,00,000 - ₹ 25,00,000A successful Product Trainer for Wealth Products is required to deliver comprehensive training sessions, support and guidance to new Relationship Managers (RMs), monitor progress and track performance metrics. The ideal candidate will have a proven experience in wealth management, financial products or similar domain, strong understanding of HNI and...
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Chief Investment Officer
19 hours ago
Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Key Leadership PositionJob RoleWe seek an experienced professional to manage Ultra High Net Worth Individuals (UHNWIs) and deliver personalized financial services.Key ResponsibilitiesDevelop and execute strategies to acquire and manage UHNWIs by offering wealth management solutions including PMS, AIF, bonds, mutual funds, and stock market offerings.Drive...
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Wealth Creation Specialist
7 days ago
Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000About the OpportunityUnlock your potential in portfolio management and wealth creation with our cutting-edge internship.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an exceptional chance for a self-driven, financially skilled individual to excel in investment analysis and...
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Chief Wealth Strategist
5 days ago
Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Private Banking RoleWe are hiring for a key position in the Private Sector Bank. This role is instrumental in acquiring High Net Worth (HNI) and Ultra HNI clients, and building long-term relationships with them.About the JobAs a Private Banker, you will be responsible for selling Investment & Insurance & other bank products to private banking clients to...
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Senior Risk Management Professional
6 days ago
Ghaziabad, Uttar Pradesh, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,25,00,000Key Responsibilities and Skills Required for this Insurance RoleThe role of a Senior Manager or Assistant Manager in the field of Catastrophe Modelling involves managing a team of professionals, providing high-quality risk assessments, and enhancing the efficiency of the end-to-end catastrophe modelling process.Some key responsibilities include:Managing a...
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Senior Middleware Solutions Specialist
21 hours ago
Ghaziabad, Uttar Pradesh, India beBeeIntegration Full time ₹ 1,08,00,000 - ₹ 1,62,00,000Job OpportunityWe are seeking a skilled Integration Project Manager to lead our middleware-based API and system integrations.This critical leadership role ensures seamless integration between our core wealth management platform and external systems and services.Key ResponsibilitiesLead integration projects across internal and external stakeholders, ensuring...
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Senior Business Growth Manager
5 days ago
Ghaziabad, Uttar Pradesh, India beBeeInvestments Full time ₹ 80,00,000 - ₹ 2,00,00,000We are seeking a dynamic professional to spearhead business growth through strategic partnerships.Build relationships with key stakeholders in the financial sector.Contribute to market analysis, investment strategies & client engagement.Pursue deal structuring, market insights & customer satisfaction.Represent us at industry events and networking forums.We...
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Backend Architect
4 days ago
Ghaziabad, Uttar Pradesh, India beBeeBackend Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Senior Backend Developer Job OpportunityWe are seeking a seasoned Senior Backend Developer to create and maintain the robust backend infrastructure that powers our wealth management platform. Key Responsibilities: