Expert Advisor

2 days ago

Anantapur, Andhra Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Title: Financial Expert

Role Overview

We are seeking a highly skilled Financial Expert to guide the successful implementation of a Digital Wealth platform. The expert 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

Domain & Functional Expertise

  • Act as the primary domain expert for wealth management, private banking, and digital advisory.
  • Interpret and validate business requirements across modules:
  • • Customer onboarding & KYC
  • • Order placement and settlements
  • • Reporting and analytics
  • • Vendor integrations (e.g., IVS, GTN)

Stakeholder Collaboration

  • 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.

Regulatory & Compliance

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

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 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.

  • Senior Financial Regulatory Advisor

    6 days ago

    Anantapur, Andhra Pradesh, India beBeeRegulatory Full time ₹ 2,50,00,000 - ₹ 3,25,00,000

    Financial Regulatory Advisor RoleWe seek professionals with a strong regulatory background to drive complex client engagements and steer strategic advisory mandates in the financial services sector.As a key member of our team, you will be responsible for providing expert advice on SEBI/RBI regulations, risk management, compliance transformation, and...

  • Storage Solutions Expert

    1 week ago

    Anantapur, Andhra Pradesh, India beBeeStorage Full time ₹ 1,50,00,000 - ₹ 2,30,00,000

    Job DescriptionWe seek an experienced Storage Solutions Specialist to join our team. As a trusted advisor and technical expert, you will provide guidance on storage architectures and integrations for both internal Systems Integrations and Engineering teams.This role requires at least 15 years of hands-on storage expertise across multiple technologies and...

  • Expert Advisors Sought

    2 weeks ago

    Anantapur, Andhra Pradesh, India beBeeAstrology Full time ₹ 14,40,000 - ₹ 21,60,000

    Passionate Experts WantedWe are seeking dedicated professionals to join our team as Astrologers and Coaches. As a Coach or Astrologer, you will provide guidance and support to individuals seeking personal growth and emotional wellness.Our ideal candidates possess expertise in areas such as Vedic Astrology, Tarot, Numerology, Palmistry, Psychic & Intuitive...

  • Senior Tax Advisor

    6 days ago

    Anantapur, Andhra Pradesh, India beBeeTaxAdvisor Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    At the forefront of Indirect Tax Litigation, we seek an exceptional professional to assume a key role in handling engagements in Chandigarh. This is an outstanding opportunity for a seasoned expert with expertise in tax-related matters to join our ranks and contribute their skills to delivering top-notch services to our esteemed clients.The ideal candidate...

  • Business Compliance Expert

    6 days ago

    Anantapur, Andhra Pradesh, India beBeeCompliance Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Business Compliance SpecialistWe are seeking a dedicated expert to guide companies through business registrations, state tax registrations, and maintain ongoing statutory compliance in India.This role demands meticulous attention to detail, comprehensive understanding of Indian corporate laws, local and state regulatory frameworks, and excellent...

  • Expert IAM Strategist

    6 days ago

    Anantapur, Andhra Pradesh, India beBeeIdentity Full time ₹ 25,00,000 - ₹ 40,00,000

    Senior Technical Advisor Job DescriptionWe are seeking an experienced and business-savvy Senior Technical Advisor to join our team. This individual will serve as a trusted solution advisor to both internal and external stakeholders, providing strategic input, solution design, and business alignment for Identity and Access Management (IAM) initiatives.Key...

  • Expert Solution Architect

    4 days ago

    Anantapur, Andhra Pradesh, India beBeeEnterprise Full time ₹ 15,00,000 - ₹ 25,00,000

    Logistics Consultant Role">Our team is on the lookout for driven professionals who are passionate about logistics, supply chain management, and solution consulting.">As a Logistics Consultant, you will serve as a technical expert during the sales cycle, developing and positioning product-specific solutions while supporting the sales team in achieving their...

  • Financial Expert

    2 days ago

    Anantapur, Andhra Pradesh, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,01,00,000

    Job Opportunity:We are seeking a skilled professional to join our team as a Wealth Advisor. This is an exciting opportunity for someone who is passionate about helping high net worth individuals achieve their financial goals.About the Role:This role involves generating leads through various channels, identifying potential clients, and building relationships...

  • Tax Consultant

    5 days ago

    Anantapur, Andhra Pradesh, India beBeeTax Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Tax AdvisorKey Responsibilities of the PositionWe are seeking a highly skilled Senior Tax Advisor to join our team. The successful candidate will be responsible for providing expert tax advice on complex matters, including mergers and acquisitions, direct tax advisory services, and international tax.Duties and ResponsibilitiesThe Senior Tax Advisor...

  • Strategic Financial Advisor

    6 days ago

    Anantapur, Andhra Pradesh, India beBeeFinancialPlanning Full time ₹ 5,00,000 - ₹ 10,00,000

    Job SummaryWe are seeking an experienced Financial Planner to help individuals and families achieve their long-term financial goals. As a Financial Planner, you will be responsible for conducting thorough financial planning, providing expert advice on investment opportunities, and building strong relationships with clients.About the RoleThis is a challenging...