Senior Wealth Management Consultant

6 hours ago

Jaipur, Rajasthan, India beBeeWealth Full time ₹ 15,99,570 - ₹ 21,19,320

Job Title: Wealth Management Subject Matter Expert

We are seeking an experienced professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, 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.
  • 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, Self-Execution & Robo-Advisory Journeys.
  • Evaluate platform capabilities against customer onboarding & KYC, Order placement and settlements, Reporting and analytics, Vendor integrations (e.g., IVS, GTN).
  • 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.
  • Familiarity with customer onboarding, digital advisory, and portfolio aggregation.

Benefits:

  • Award-winning team that provides supportive work environment.
  • The opportunity to work with cutting-edge technologies and innovative solutions.
  • A comprehensive benefits package that includes health insurance, retirement plan, paid time off, and more.

About Us:

We are a forward-thinking company dedicated to providing top-notch services to our clients. Our team of experts is passionate about delivering exceptional results and exceeding client expectations.

  • Senior Backend Developer

    4 days ago

    Jaipur, Rajasthan, India RuDo Wealth Full time

    Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

  • Career in Wealth Management

    2 days ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,00,000

    Build a career in wealth management and make a positive impact on clients' lives.Job DescriptionWe are seeking experienced wealth managers who can deliver personalized financial advice to high net worth clients. The ideal candidate will have strong numerical and analytical skills, with the ability to analyze global markets and client situations to select...

  • Senior Windows Administrator

    3 days ago

    Jaipur, Rajasthan, India Neo Wealth and Asset Management Full time

    About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

  • Wealth Management Training Specialist

    2 days ago

    Jaipur, Rajasthan, India beBeeProductTrainer Full time ₹ 80,00,000 - ₹ 1,25,00,000

    Job DescriptionWe are seeking a skilled and experienced professional to join our team as a Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.Deliver in-depth...

  • Head of Client Wealth Management

    6 hours ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Job Description:Findoc is seeking an experienced and dynamic professional to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.The ideal candidate will have a thorough understanding of financial products such as PMS, AIF,...

  • Wealth Management Professional

    1 week ago

    Jaipur, Rajasthan, India beBeeWealthManagement Full time

    Job Title: Wealth ManagerWe are seeking a highly skilled and experienced wealth manager to join our team. The ideal candidate will have a strong understanding of financial products and markets, as well as excellent communication and interpersonal skills.Key Responsibilities:Review client account opening documentation to ensure compliance with regulatory and...

  • Elite Wealth Strategist

    4 days ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 18,90,000 - ₹ 24,99,000

    Deliver exceptional results in a dynamic wealth management environment by leading clients to achieve their long-term financial goals.Job DescriptionAs a Private Wealth Manager, you will play a pivotal role in developing tailored investment strategies that cater to the unique needs and objectives of high net-worth individuals, corporate houses, and financial...

  • Wealth - Indirect Channel Specialist - Jaipur

    2 weeks ago

    Jaipur, Rajasthan, India Yubi Full time

    About the Job: The Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD's and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: ● To acquire,...

  • Senior Consultant

    2 days ago

    Jaipur, Rajasthan, India PDCOR Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionPDCOR Ltd., an ISO 9001:2015 certified company, is jointly promoted by the Government of Rajasthan (GoR) and Infrastructure Leasing & Financial Services Limited (IL&FS) to facilitate private sector investment in infrastructure in Rajasthan. Since its inception in 1997, PDCOR has provided institutional support to the government in...

  • Data Science Expert for Asset Wealth Management

    2 days ago

    Jaipur, Rajasthan, India beBeeData Full time US$ 1,50,000 - US$ 2,50,000

    Asset Wealth Management Data Science ExpertAt a leading financial institution, we seek an experienced Data Scientist to spearhead cutting-edge Asset and Wealth Management initiatives.Key Responsibilities:Lead the development of advanced data science models and algorithms to drive business growth and optimize portfolio performance.Collaborate with...