Financial Services Expert

1 day ago

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

Job Title: Subject Matter Expert Wealth Management

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About the Role:

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We are seeking an experienced professional to serve as a Subject Matter Expert (SME) for our Digital Wealth platform. The SME will play a critical role in guiding the successful implementation of this project by providing deep domain knowledge and expertise in private banking and wealth management.

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Responsibilities:

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The SME will be responsible for interpreting and validating business requirements across various modules, including customer onboarding, digital advisory, and portfolio aggregation. They will work closely with cross-functional teams to define requirements, ensure compliance with global and regional frameworks, and provide training and documentation to internal teams.

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Requirements:

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To be successful in this role, you will need to have at least 10 years of experience in wealth management, private banking, or investment advisory. You should have a strong understanding of investment products, portfolio performance metrics, risk profiling, and goal-based investing. Experience working with digital wealth platforms and customer onboarding processes is highly desirable.

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Skills and Qualifications:

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  • Domain & Functional Expertise: Private Banking, Wealth Management, Digital Advisory">
  • Stakeholder Management: Strong ability to influence senior business leaders">
  • Communication: Excellent communication and documentation skills">
  • Regulatory Compliance: Familiarity with global and regional regulatory frameworks">
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Preferred Qualifications:

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An advanced degree in a relevant field and experience working with Middle East or global private banking clients would be an asset.

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What We Offer:

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In return for your expertise, we offer a competitive compensation package and opportunities for career growth and development.

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