Financial Services Specialist

2 days ago

Lucknow, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 14,40,000 - ₹ 21,60,000
Job Title: Wealth Management Expert

We are seeking a highly skilled professional to lead the 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.
Key Responsibilities:
  • 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
  • Wealht Planning & Goal-Based Investing
  • Self-Execution & Robo-Advisory Journeys
  • Evaluate platform capabilities align with:
  • Customer onboarding & KYC
  • Order placement and settlements
  • Reporting and analytics
  • Vendor integrations (e.g., IVS, GTN)
Required Skills & 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
  • Exposure to digital wealth platforms 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.
Benefits

This role offers a unique opportunity to drive innovation and growth in the financial services industry. If you are a motivated and experienced professional looking for a new challenge, please submit your application.

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