Senior Financial Strategist

4 days ago


Varanasi, Uttar Pradesh, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview

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

Key Responsibilities
  • Act as the primary domain expert for wealth management, private banking, and digital advisory services.
  • Interpret and validate business requirements across modules: 360° Customer Overview & Net Worth Analytics, Investment & Cash Accounts, Portfolio Management and Tracking, Wealth Planning & Goal-Based Investing, Self-Execution & Robo-Advisory Journeys.
  • Ensure platform capabilities align with customer onboarding & Know Your Customer (KYC) procedures, Order placement and settlements, Reporting and analytics, Vendor integrations.
Collaboration and Communication
  • Work closely with business, compliance, and product teams to define requirements and goals.
  • 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, Anti-Money Laundering (AML), and KYC regulations.
  • Validate wealth journeys against compliance and risk profiling standards.


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