Expert Wealth Strategist

17 hours ago

Kota, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Job Title: Wealth Management Strategic Advisor

Job Description:

We are seeking a highly skilled wealth management professional to provide strategic guidance on the successful implementation of our digital wealth platform. As a key member of our team, you will leverage deep domain expertise in private banking and wealth management to ensure business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

Key Responsibilities:

  • Domain & Functional Expertise:
  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
  • 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.
  • Requirements:
  • 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 (Comarch, Temenos, Avaloq, InvestCloud, Finacle Wealth, etc.) is highly desirable.
  • Familiarity with customer onboarding, digital advisory, and portfolio aggregation.
  • Preferred Qualifications:
  • Experience working with Middle East or global private banking clients.
  • Involvement in wealth platform transformation projects.
  • 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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