Digital Wealth Management Specialist

10 hours ago

Navi Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000

Job Opportunity: Digital Wealth Expert

About the Role:

  • Wealth Management Expertise:
    • You will be responsible for guiding the successful implementation of a digital wealth platform.
    • Act as the primary domain expert for wealth management, private banking, and digital advisory.
    • Interpret and validate business requirements across modules.
  • 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 (equities, ETFs, structured products, robo portfolios), portfolio performance metrics and reporting, risk profiling and goal-based investing.
  • Exposure to digital wealth platforms is highly desirable.
  • Familiarity with customer onboarding, digital advisory, and portfolio aggregation.

Prioritized Qualifications:

  • Experience working with Middle East or global private banking clients.
  • Involvement in wealth platform transformation projects.

Key Attributes:

  • 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.

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