Strategic Wealth Management Advisor

8 hours ago

Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 17,50,000 - ₹ 2,41,23,000
Job Title: Strategic Wealth Management Advisor

We are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform, leveraging expertise in private banking and wealth management.

The ideal candidate will provide deep domain knowledge 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 services.
  • Interpret and validate business requirements across modules, including 360° Customer Overview & Net Worth Analytics, Investment & Cash Accounts, Portfolio Management and Tracking, Wealth Planning & Goal-Based Investing, and Self-Execution & Robo-Advisory Journeys.
  • Ensure platform capabilities align with customer onboarding & KYC, order placement and settlements, reporting and analytics, and vendor integrations.

Collaboration and Stakeholder Engagement:

  • Work closely with business, compliance, and product teams to define requirements and deliverables.
  • Liaise with technology and vendor partners to ensure domain needs are met and solutions are aligned with business objectives.
  • Provide training, documentation, and domain guidance to internal teams, fostering a culture of excellence and best practices.

Regulatory Compliance and Risk Management:

  • Ensure alignment with global and regional frameworks such as MiFID II, FATCA, CRS, AML, and KYC regulations.
  • Validate wealth journeys against compliance and risk profiling standards, ensuring a robust and secure environment.

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