Financial Services Professional

2 days ago

Palakkad, Kerala, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Wealth Management Specialist","

Job Description: Wealth Management SME Role Overview We are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

","Key Responsibilities:","
  • ","
  • 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 (e.g., IVS, GTN)","
      ","
    ","","
","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.","
","Requirements:","
  • ","
  • 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:","
  • ","
  • 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.","
","

Benefits: This role offers a unique opportunity to shape the future of our organization and contribute to the growth of our Digital Wealth platform.

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Others: We offer a dynamic and inclusive work environment that fosters collaboration, creativity, and innovation.

",

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