Financial Services Expertise Specialist

2 days ago

Alleppey, Kerala, India beBeeExpertise Full time ₹ 15,00,000 - ₹ 20,00,000

Job Title: Financial Services Expertise Specialist

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We are seeking a seasoned expert in financial services to lead the successful implementation of a Digital Wealth platform. The ideal candidate will provide in-depth knowledge in wealth management, private banking, and digital advisory, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

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Key Responsibilities:

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  • ">
  • Act as the primary domain expert for wealth management, private banking, and digital advisory.">
  • 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">
    • Evaluate platform capabilities against:">
      • ">
      • Customer onboarding & KYC">
      • Order placement and settlements">
      • Reporting and analytics">
      • Vendor integrations (e.g., IVS, GTN)">
      • Foster stakeholder collaboration among 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.">
      • 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.">
      • Requirements include 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 (Comarch, Temenos, Avaloq, InvestCloud, Finacle Wealth, etc.) is highly desirable.">
        • Familiarity with customer onboarding, digital advisory, and portfolio aggregation.">
        • PREFERRED QUALIFICATIONS include experience working with Middle East or global private banking clients.">
        • Involvement in wealth platform transformation projects.">
        • Soft skills include 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."]">

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