Financial Operations Specialist

6 days ago

Tirupati, Andhra Pradesh, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000
Wealth Management Expert

Our organization seeks a seasoned wealth management professional to join our experienced team dedicated to maximising clients' wealth and ensuring their financial future.

This role involves handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.

The ideal candidate should possess strong communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

You will work independently and collaboratively within a team to ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.

To succeed in this position, prior experience in a similar role, proficiency in Back Office Operations, knowledge of financial products, investment operations, and compliance requirements are essential.

A Bachelor's degree in any field is mandatory.

Beyond technical skills, the ability to build strong relationships with clients and colleagues alike is vital for success in this role.

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