Financial Industry Expert

5 days ago

Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Wealth Management Expertise Required

We are seeking a highly skilled Wealth Management Subject Matter Expert to guide the successful implementation of a Digital Wealth platform.

The ideal candidate will have a deep understanding of private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are delivered effectively.

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 (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.

Required Skills & Experience:

  • 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

Preferred Qualifications:

  • Experience working with Middle East or global private banking clients.
  • Involvement in wealth platform transformation projects.

  • Financial Expert

    1 day ago

    Thiruvananthapuram, Kerala, India beBeeAccounting Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Financial ExpertWe are seeking a detail-oriented and experienced financial expert to manage the financial operations and ensure accurate reporting for reputable institutions across India.Main Responsibilities:Overseeing day-to-day financial operations, including bookkeeping, financial records, and accounting software maintenance.Preparing and...

  • Financial Expert

    4 days ago

    Thiruvananthapuram, Kerala, India beBeeAccounting Full time ₹ 7,50,000 - ₹ 15,00,000

    Job Title: Financial ExpertAbout the Role:We are seeking a highly skilled and detail-oriented financial expert to manage our core accounting function.Key Responsibilities:Manage end-to-end core accounting including ledger management, reconciliations, and finalization of accounts.Ensure compliance with statutory regulations, taxation, and audit...

  • Financial Expert

    2 days ago

    Thiruvananthapuram, Kerala, India beBeeFinance Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Title: Financial ExpertThis is a remote opportunity that requires flexibility during Eastern Standard Time (EST) hours.About the Role:We are seeking financial experts to support financial reporting, analysis, and process enhancements. The ideal candidate will possess strong foundations in financial reporting and analysis.Key Responsibilities:Reporting &...

  • Expert Financial Manager

    3 days ago

    Thiruvananthapuram, Kerala, India beBeeFinance Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title: Finance ExecutiveA Financial Management Expert is responsible for overseeing the administration of sales and financial operations. This includes creating and automating business-specific reports to aid in informed decision making.Key Responsibilities:Directing and coordinating corporate-level budgeting, financial analysis, and reporting...

  • Financial Expert

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeFinance Full time ₹ 8,00,000 - ₹ 10,00,000

    Job Title: Financial ExpertHMI INC. is a fine jewelry luxury house that has been supporting independent retailers in various regions since its inception. Known for its exquisite and high-quality jewelry pieces, the company is committed to providing excellent products and services to its clients.Key Responsibilities:Manage financial records and prepare...

  • Financial Expert

    4 days ago

    Thiruvananthapuram, Kerala, India beBeeAccounting Full time ₹ 15,00,000 - ₹ 25,00,000

    Job OverviewAbout the RoleWe seek a seasoned financial professional to join our team as an Accounting Specialist.The ideal candidate will possess strong accounting skills and experience in overseeing RERA compliances, financial reporting, audits, and statutory obligations for real estate developers.Manage and oversee RERA compliances, including CA...

  • Financial Expert

    5 days ago

    Thiruvananthapuram, Kerala, India beBeeAccountant Full time ₹ 15,00,000 - ₹ 18,00,000

    Job Overview">Simplifying tax compliance is our top priority. At our organization, we strive to provide expert guidance and support to help individuals navigate complex financial situations.">Key Responsibilities:">Manage daily accounting operations, including accounts payable/receivable, general ledger, and budgeting.Prepare accurate financial statements,...

  • Senior Financial Accounting Expert

    2 days ago

    Thiruvananthapuram, Kerala, India beBeeExpertise Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We are seeking a highly skilled Senior Financial Accounting Expert to join our team.As a key member of our implementation and support projects, you will be responsible for designing and configuring financial accounting modules, identifying integration points between other business systems, and completing end-to-end financial functionality.Configuration of...

  • Industrial Automation Expert

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeAutomation Full time ₹ 15,00,000 - ₹ 25,00,000

    About Company: Our Client is a leading Indian multinational IT services and consulting firm. It provides digital transformation, cloud computing, data analytics, enterprise application integration, infrastructure management, and application development services.The company caters to over 700 clients across industries such as banking and financial services,...

  • Financial Expert

    1 day ago

    Thiruvananthapuram, Kerala, India beBeeAccounting Full time ₹ 8,00,000 - ₹ 15,00,000

    Accounting SpecialistThis is a full-time on-site role located in Thrissur. The successful candidate will be responsible for managing financial transactions and preparing comprehensive financial reports.Key ResponsibilitiesManage financial data, prepare and present financial reports to stakeholders.Reconcile bank statements and ensure compliance with all...