Financial Services Expert

7 hours ago

Pune, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Financial Services Expert

We are seeking a highly skilled Financial Services Expert to guide the successful implementation of a Digital Wealth platform.

The ideal candidate will act as the primary domain expert for wealth management, private banking, and digital advisory. They will interpret and validate business requirements across modules including Customer Overview & Net Worth Analytics, Investment & Cash Accounts, Portfolio Management and Tracking, Wealth Planning & Goal-Based Investing, Self-Execution & Robo-Advisory Journeys.

Key responsibilities include working closely with business, compliance, and product teams to define requirements, liaising with technology and vendor partners to ensure domain needs are met, providing training, documentation, and domain guidance to internal teams.

The role requires strong understanding of investment products, portfolio performance metrics and reporting, risk profiling and goal-based investing, and exposure to digital wealth platforms.

Preferred qualifications include experience working with Middle East or global private banking clients and involvement in wealth platform transformation projects. Soft skills required include strong stakeholder management, excellent communication and documentation skills, and proactive, detail-oriented approach to work in complex regulatory environments.

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