Digital Wealth Platform Specialist

5 days ago

Jamnagar, Gujarat, India beBeeWealthManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000
Wealth Management Subject Matter Expert Job Opportunity

Job Description: Wealth management is a highly specialized field that requires deep domain knowledge, expertise, and experience. As a wealth management subject matter expert, you will play a crucial role in guiding the successful implementation of our digital wealth platform.

Key Responsibilities:

  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules including 360° customer overview, net worth analytics, investment and cash accounts, portfolio management and tracking, wealth planning and goal-based investing, self-execution and robo-advisory journeys, customer onboarding, KYC, order placement and settlements, reporting and analytics, and vendor integrations.
  • Ensure platform capabilities align with global and regional frameworks such as MiFID II, FATCA, CRS, AML, and KYC.
  • 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.

Required Skills & Experience:

  • 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 (Comarch, Temenos, Avaloq, InvestCloud, Finacle Wealth, etc.) 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.

Keyword: WealthManagement

  • Wealth Management Platform Integrations Specialist

    5 days ago

    Jamnagar, Gujarat, India beBeeIntegration Full time ₹ 30,00,000 - ₹ 40,00,000

    We're seeking a seasoned Integration Project Lead to drive seamless middleware and API integrations for our wealth management platform. This critical role ensures the bridge between product, engineering, vendors, and business stakeholders drives successful integration delivery with APIs, message queues, and file-based systems.The position is responsible for...

  • Salesforce Wealth Management Expert

    3 days ago

    Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000

    Job OpportunityWe are seeking a highly skilled Salesforce Project Manager to lead and manage the implementation of Salesforce projects within the wealth management sector.The ideal candidate will work closely with cross-functional teams, including wealth advisors, operations, compliance, and IT, to gather business requirements and translate them into...

  • Digital Product Experience Specialist

    3 days ago

    Jamnagar, Gujarat, India beBeeDesigner Full time ₹ 25,00,000 - ₹ 45,00,000

    About Neo Wealth and Asset Management is a new-age, focused wealth and asset management platform.Our company caters to high net worth individuals, ultra-high net worth individuals, and multi-family offices.We stand on three pillars of unbiased advisory, transparency, and cost-efficiency, to offer comprehensive, trustworthy solutions.Founded by Nitin Jain,...

  • Backend Architectural Specialist

    1 week ago

    Jamnagar, Gujarat, India beBeeBackend Full time ₹ 12,00,000 - ₹ 16,00,000

    Backend Architectural SpecialistWe are seeking a highly skilled Backend Architectural Specialist to design, develop and scale the robust backend infrastructure of our wealth management platform.The successful candidate will be responsible for architecting scalable backend services, designing microservices architecture, implementing secure integrations with...

  • Senior Platform Specialist

    1 week ago

    Jamnagar, Gujarat, India beBeeDeveloper Full time ₹ 21,00,000 - ₹ 27,00,000

    Job Title: Senior Platform Specialist">We are seeking a highly experienced and skilled Senior Platform Specialist to join our team. This role is responsible for delivering high-quality solutions across the ServiceNow platform.Key Responsibilities:Unit testing and Defect fixingMovement between instances, cutover and go live hypercare supportExperience with...

  • Digital Transformation Specialist

    7 days ago

    Jamnagar, Gujarat, India beBeeTransformation Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job TitleWe are seeking a Digital Transformation Specialist to lead our digital initiatives within the call center operations.Develop and drive digital strategies aligned with business objectives.Manage and optimize digital channels, including chat, email, web, and self-service.Use data and analytics to enhance efficiency and customer satisfaction.Lead the...

  • Digital Operations Specialist

    1 week ago

    Jamnagar, Gujarat, India beBeeOperations Full time ₹ 1,00,000 - ₹ 1,50,000

    Job Title: Digital Operations SpecialistWe are seeking a highly skilled digital operations specialist to provide critical support to our marketing team.Key Responsibilities:Perform complex data processing tasks and daily batch jobs utilizing industry-standard software, including Microsoft Excel and Word.Conduct thorough web research and content collection to...

  • Digital Engagement Specialist

    2 days ago

    Jamnagar, Gujarat, India beBeeInfluencer Full time ₹ 7,50,000 - ₹ 12,50,000

    Job Title: Digital Engagement SpecialistThe role of a Digital Engagement Specialist is instrumental in the success of influencer marketing campaigns. Key responsibilities include identifying and establishing connections with potential influencers across various social media platforms, coordinating campaign logistics, and analyzing performance metrics.Key...

  • Digital Interface Specialist

    2 days ago

    Jamnagar, Gujarat, India beBeeSpecialist Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Digital Interface Specialist OpportunityAs a key member of our product design team, we are seeking an experienced digital interface specialist to join our mission to redefine consumer interactions with content and interfaces.We are building AI infrastructure for immersive advertising across all channels. Our vision is to create the interactive layer for...

  • Digital Platform Manager

    3 days ago

    Jamnagar, Gujarat, India beBeeDigital Full time ₹ 6,00,000 - ₹ 12,00,000

    Job OverviewAs a seasoned digital platform leader, you will be responsible for overseeing the development, implementation and maintenance of our company's online presence.Key ResponsibilitiesManage a team of web professionals to ensure timely execution of tasks and projects.Liaise with cross-functional teams to plan and implement website enhancements.Pitch...