Financial Expert for Digital Transformation

21 hours ago

Erode, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking an expert in wealth management to guide the implementation of a Digital Wealth platform.

Key Responsibilities
  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
    • 360° Customer Overview & Net Worth Analytics
    • Investment & Cash Accounts
    • Portfolio Management and Tracking
    • Wealth Planning & Goal-Based Investing
    • Self-Execution & Robo-Advisory Journeys
  • Ensure platform capabilities align with:
    • Customer onboarding & KYC
    • Order placement and settlements
    • Reporting and analytics
    • Vendor integrations (e.g., IVS, GTN)
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 and Qualifications
  • 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

Involvement in wealth platform transformation projects is highly desirable.

Soft Skills
  • 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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