Financial Services Specialist

5 days ago


Ghaziabad, Uttar Pradesh, India beBeeWealth Full time ₹ 8,00,000 - ₹ 15,00,000
Job Overview

Wealth management involves providing tailored financial solutions to high-net-worth individuals, family offices, and institutions.

Our team comprises seasoned professionals from renowned financial institutions offering top-level engagement to help clients achieve their long-term financial objectives.

Our investment advice is based on in-depth research, data analysis, and a deep understanding of clients' financial health.

We are among the most experienced wealth management teams in India, dedicated to maximizing clients' wealth and ensuring their financial future.

Main Responsibilities:
  • Perform day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.
  • Ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.
  • Support relationship managers with administrative tasks.
Requirements:
  • Proficiency in back office operations.
  • Attention to detail and ability to handle multiple tasks efficiently.
  • Capable of working independently and collaboratively within a team.
  • Strong communication skills.
  • Bachelor's degree.
  • Knowledge of financial products, investment operations, and compliance requirements would be preferred.
  • Prior experience in a similar role is preferred.


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