Operational Wealth Management Specialist

3 days ago

Allahabad, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Description">

Wealth management involves providing tailored financial solutions to high-net-worth individuals, family offices, corporates, and institutions. As a wealth management professional, you will be responsible for handling day-to-day operational activities, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.

This role is ideal for an individual with a strong understanding of back office operations, who can handle multiple tasks efficiently, work independently, and collaborate within a team. Strong communication skills are also essential for this position.

Key responsibilities include:

  • Account opening and onboarding
  • Trade execution and reconciliation
  • Client reporting and compliance support

The ideal candidate should possess a bachelor's degree and have prior experience in a similar role. Knowledge of financial products, investment operations, and compliance requirements is preferred.

Required Skills and Qualifications">

To excel in this role, you should possess the following skills and qualifications:

  • Proficiency in back office operations
  • Attention to detail and ability to handle multiple tasks efficiently
  • Strong communication skills
  • Bachelor's degree
  • Prior experience in a similar role
  • Knowledge of financial products, investment operations, and compliance requirements
Benefits">

As a wealth management professional, you will have the opportunity to work with high-net-worth clients and contribute to their financial growth. This role offers a challenging and rewarding career path with opportunities for professional development.

Others">

If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.

  • Lead Domain Specialist for Private Banking and Wealth Management

    1 week ago

    Allahabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 1,80,00,000

    Job Title:Lead Domain Specialist for Private Banking and Wealth ManagementDescriptionThe successful candidate will serve as the primary domain expert for wealth management, private banking, and digital advisory.Key ResponsibilitiesDomain & Functional Expertise: Provide deep domain knowledge in private banking and wealth management.Interpret and validate...

  • Wealth Management Professional

    1 week ago

    Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Description:As a wealth management professional, you will play a pivotal role in driving investor engagement, building relationships with high net worth individuals and family offices, and promoting alternate investment opportunities.This is a high-impact position for someone passionate about wealth management and alternate investments.

  • Financial Services Professional

    6 days ago

    Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000

    We are seeking a highly skilled and experienced Advisor to join our Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on...

  • Senior Operational Risk Specialist

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeRisk Full time ₹ 22,00,000 - ₹ 26,00,000

    About this RoleWe're looking for a talented individual to join our Risk Management Team.The ideal candidate will have experience in operational risk management, particularly in private banking or wealth management.Key Responsibilities:Assess risks and design controls to mitigate themDevelop and test procedures to manage riskCreate and review key risk...

  • Senior Wealth Strategist

    5 days ago

    Allahabad, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    About the RoleWe are seeking an experienced Financial Planner to manage day-to-day financial planning, investment management, and asset allocation tasks. The ideal candidate will work closely with clients to understand their financial goals, provide tailored advice, and ensure effective wealth management.The successful candidate will collaborate with other...

  • Project Manager and Operations Specialist

    4 days ago

    Allahabad, Uttar Pradesh, India beBeeProjectManager Full time ₹ 9,00,000 - ₹ 15,00,000

    About the RoleWe are seeking a highly organized and detail-oriented Project Manager and Operations Specialist to join our team.Job Description:The successful candidate will be responsible for managing day-to-day operations, balancing responsibilities across business lines such as business analysis, vendor management, risk management, and working closely with...

  • Senior Business Development Manager

    4 days ago

    Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job TitleLead a team of business development specialists in outbound sales to high net worth individuals and family offices.About the RoleWe are a leading wealth management company using AI-powered technology to provide personalized investment solutions for modern Indians.Main ResponsibilitiesOwn the end-to-end client journey: sale, onboarding, portfolio...

  • Operations Specialist

    2 weeks ago

    Allahabad, Uttar Pradesh, India Ztek Consulting Full time

    Hi,I would like to share an excellent opening Contact "Operations Specialist (Billing process, overseeing supplier purchase orders (POs) and payment workflows) do go through the details and kindly send me the updated resume.Location : Bangalore, KAType of Hire : ContractMode of interview : WebEx / TeamsWe're seeking a detail-oriented Operations Specialist to...

  • Senior Portfolio Manager

    6 days ago

    Allahabad, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 4,00,00,000 - ₹ 6,50,00,000

    As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Your primary objective will be to offer end-to-end investment advisory and wealth management solutions that cater to the diverse needs of your clients.Key ResponsibilitiesClient Acquisition and...

  • Strategic Treasury Specialist

    2 weeks ago

    Allahabad, Uttar Pradesh, India beBeeTreasury Full time ₹ 1,20,00,000 - ₹ 1,80,00,000

    Job DescriptionWe are seeking an experienced Treasury Professional to join our team in a key role, supporting the management of treasury operations.The successful candidate will be responsible for cash flow management, banking and credit/debt arrangements, investments/wealth management, Forex hedging, CMS process, providing business solutions for...