Senior Wealth Management Specialist

20 hours ago

Bellary, Karnataka, India beBeeWealth Full time ₹ 20,00,000 - ₹ 22,50,000

Job Title: Subject Matter Expert Wealth Management

Wealth Platform Specialist Wanted

We are seeking a highly skilled professional to lead the successful implementation of our digital wealth platform.

The ideal candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

About the RoleKey Responsibilities
  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
    • Cash Account and Investment Management
    • Portfolio Optimization and Tracking
    • Wealth Planning and Goal-Based Investing
    • Digital Advisory Journeys
  • Ensure platform capabilities align with:
    • Customer onboarding & KYC processes
    • Order placement and settlements
    • Reporting and analytics
    • Vendor integrations
Skills and Qualifications
  • 10+ years of experience in wealth management, private banking, or investment advisory.
  • Strong understanding of:
    • Investment products (equities, ETFs, structured products)
    • Portfolio performance metrics and reporting
    • Risk profiling and goal-based investing
  • Exposure to digital wealth platforms and tools is highly desirable.
  • Familiarity with customer onboarding, digital advisory, and portfolio aggregation.
Requirements
  • Experience working with global private banking clients.
  • Involvement in wealth platform transformation projects.
Benefits
  • Opportunity to work with cutting-edge technology
  • Collaborative team environment
  • Professional development opportunities

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