Wealth Strategy Consultant

2 weeks ago

Tiruchi, Tamil Nadu, India beBeeWealthManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000
Wealth Management Subject Matter Expert Role

As a Wealth Management Subject Matter Expert, you will be responsible for guiding the implementation of a Digital Wealth platform.

This requires 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.

You will act as the primary domain expert for wealth management, private banking, and digital advisory, interpreting and validating business requirements across modules such as 360° Customer Overview & Net Worth Analytics, Investment & Cash Accounts, Portfolio Management and Tracking, and Wealth Planning & Goal-Based Investing.

The successful 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.

Additionally, you will provide training, documentation, and domain guidance to internal teams and ensure alignment with global and regional frameworks such as MiFID II, FATCA, CRS, AML, and KYC.

To be considered for this role, you must have 10+ years of experience in wealth management, private banking, or investment advisory, with a strong understanding of investment products, portfolio performance metrics, risk profiling, and goal-based investing.

Prior experience working with Middle East or global private banking clients and involvement in wealth platform transformation projects are preferred qualifications.

A key aspect of this role is stakeholder management and the ability to influence senior business leaders, as well as excellent communication and documentation skills.

Overall, we seek a proactive, detail-oriented individual who can work in complex regulatory environments and deliver results-driven outcomes.

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