Digital Wealth Expert

3 days ago

Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,50,00,000

Job Opportunity:

Role Overview

We are seeking a highly skilled wealth management professional to guide the successful implementation of a digital wealth platform. The expert 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.

Key Responsibilities:

  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
  1. 360° Customer Overview & Net Worth Analytics
  2. Investment & Cash Accounts
  3. Portfolio Management and Tracking
  4. Wealth Planning & Goal-Based Investing
  5. 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:
  1. Investment products (equities, ETFs, structured products, robo portfolios)
  2. Portfolio performance metrics and reporting
  3. Risk profiling and goal-based investing

Exposure to digital wealth platforms is highly desirable. Familiarity with customer onboarding, digital advisory, and portfolio aggregation is essential.

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.

  • Digital Wealth Architect

    6 days ago

    Chennai, Tamil Nadu, India beBeeBackend Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About UsRuDo is a digital wealth platform designed to empower mass affluent NRIs build long-term wealth effortlessly.We simplify wealth-building by democratizing financial advisory, making it accessible, affordable, and personalized.Job Summary:We are seeking an experienced Senior Backend Developer to architect, design, and scale the robust backend...

  • Private Wealth Managers

    3 days ago

    Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

  • Wealth Manager

    4 days ago

    Chennai, Tamil Nadu, India PROFITMART Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...

  • Senior Risk Manager

    7 days ago

    Chennai, Tamil Nadu, India beBeeRiskManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Risk Management Expert for Wealth OperationsThis is a senior-level position that requires extensive experience in risk management, with a focus on wealth operations. The ideal candidate will have a deep understanding of regulatory requirements and be able to develop and implement effective risk frameworks.

  • Senior Wealth Manager

    4 days ago

    Chennai, Tamil Nadu, India NJ Macson Full time ₹ 1,50,00,000 - ₹ 2,00,00,000 per year

    Company Overview – NJ MacsonNJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are...

  • Global Wealth Management Operations Expert

    6 days ago

    Chennai, Tamil Nadu, India beBeeWealthManagement Full time ₹ 1,04,000 - ₹ 1,30,878

    We are seeking a seasoned professional to lead our Global Wealth Management Operations team.The ideal candidate will have a strong understanding of wealth management operations, including brokerage and fiduciary functions such as broker dealer, corporate actions, reconciliations, account opening/maintenance/closing, asset transfer, cash sweep, and account...

  • Senior Wealth Management Specialist

    1 week ago

    Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,15,40,000

    Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...

  • Global Wealth Management Leader Position

    6 days ago

    Chennai, Tamil Nadu, India beBeeWealthManagement Full time ₹ 1,04,000 - ₹ 1,30,878

    Global Wealth Management Leader RoleA highly accomplished and seasoned professional is required to lead our Global Wealth Management team. As a key member of the organization, you will be responsible for overseeing the entire wealth management lifecycle, from account opening and maintenance to closure.Responsibilities:Lead and manage a high-performing Global...

  • TAP (Triple A Plus) Core Expert - Temenos WealthSuite

    3 days ago

    Chennai, Tamil Nadu, India Luxoft Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 9–12 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio...

  • Senior Wealth Management Professional

    1 week ago

    Chennai, Tamil Nadu, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Team Leader/Vertical Manager PositionWe are seeking a highly skilled Team Leader/Vertical Manager to join our organization. The ideal candidate will have a strong background in wealth management and experience in leading high-performing teams.Main Responsibilities:Lead and manage a team of advisory and dealing professionals, fostering a culture of...