Financial Expertise Advisor

2 days ago

Kozhikode, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title:

Wealth Management Expert

Job Description:

The ideal candidate will have a strong understanding of wealth management principles and the ability to interpret business requirements across multiple modules. They will ensure that platform capabilities align with customer onboarding and KYC, order placement and settlements, reporting and analytics, and vendor integrations.

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: 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 & KYC, order placement and settlements, reporting and analytics, vendor integrations.
  • 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, 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.

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