Digital Wealth Management Leader

3 hours ago

Navi Mumbai, Maharashtra, India beBeeWealthManagement Full time ₹ 8,00,000 - ₹ 12,00,000

Job Overview

We seek an experienced Wealth Management Specialist to lead digital wealth management and investment advisory journeys. This role requires in-depth expertise across wealth management, portfolio advisory, digital platforms, and regulatory compliance.

Main Responsibilities

  • Domain Expertise
    • Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
    • Interpret and validate business requirements across modules such as:
    • Customer Insights and Portfolio Analysis
  • Business Partnership
    • Partner closely with business, technology, and vendor teams to ensure successful project delivery.
    • Translate business requirements into functional, testable, and compliant deliverables.

Key Skills and Qualifications

  • Deep understanding of wealth management, portfolio advisory, and digital platforms.
  • Expertise in regulatory compliance and risk management.
  • Strong business acumen and ability to interpret business requirements.
  • Excellent communication and partnership skills.

Benefits and Opportunities

This role offers a unique opportunity to lead digital transformation in wealth management and make a meaningful impact on our clients' lives.

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