Expert Advisor for Digital Wealth Solutions

18 hours ago

Aligarh, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Wealth Management Expert

We are seeking an experienced wealth management professional to drive the successful implementation of a digital wealth platform.

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
    • Evaluate 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 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 leverage your expertise in wealth management and digital advisory. If you are passionate about driving innovation and excellence in this field, we encourage you to apply.

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