Financial Services Expert

7 days ago


Navi Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 28,00,000
Wealth Management Expert
This is a challenging opportunity for an experienced wealth management expert to join our organization. As a key member of our team, you will play a crucial role in shaping the future of wealth management.
Job Description:
  • The primary responsibility of this role is to provide technical expertise and guidance on wealth management solutions.
  • You will work closely with cross-functional teams to ensure that our wealth management platform meets the evolving needs of our customers.
Key Responsibilities:
  • Domain Knowledge:
  • 8+ years of experience in wealth management, private banking, or investment advisory.
  • Strong understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks.
  • Experience with digital wealth platforms, including Comarch or similar platforms.
  • Familiarity with digital onboarding, self-execution, API-based integrations, and data aggregation.
  • Testing & Delivery:
  • Agile/Scrum delivery environment experience.
  • Ability to define and validate test cases.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
About Us:

We are a leading provider of wealth management solutions, dedicated to delivering innovative and effective solutions to our clients.



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