Wealth Transformation Specialist

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Title: Business Analyst for Wealth ManagementExperience: 6-12 yearsWe are seeking a highly skilled Business Analyst with experience in wealth management to join our team.Domain: Banking onlyJob Location: DubaiThe ideal candidate will have a strong understanding of digital transformation and wealth management systems.Benefits:Opportunity to work on exciting...

Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...

io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the...

Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia Clients 4 Acquiring and...

Job OverviewWe are seeking a seasoned wealth management professional to join our team as a Digital Wealth Management Subject Matter Expert. This role will be instrumental in guiding the successful implementation of a cutting-edge digital wealth platform.The ideal candidate will possess deep domain knowledge in private banking and wealth management, with...

Company DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals who are aiming to establish their independent practices. The platform provides a comprehensive SAAS-based investment management service, including digital transactional capabilities for a diverse product suite. By focusing on stability and the...