SME -Wealth Management

Wealth Management SME / Leader

Experience: 12+ Years

Location: Mumbai

Domain: Wealth Management & Investment Advisory

ROLE OVERVIEW

We are looking for an experienced Wealth Management Subject Matter Expert / Leader with strong mastery in Wealth Management, Investment Advisory, and Portfolio Management Services. This is a domain-led leadership opportunity for a professional who understands the end-to-end wealth lifecycle for HNI and UHNI clients and can convert complex investment and advisory requirements into clear, practical business solutions.

The ideal professional is primarily a domain expert in wealth and investments, while also being comfortable collaborating with technology teams. The role requires someone who can effectively bridge business and technology discussions—being fluent in wealth products, portfolio operating models, and advisory workflows—while partnering closely with engineering and delivery teams. This is not a hands-on technology or testing specialist role. The focus remains on investment domain depth, advisory capability, and solution thinking over technical implementation.

IDEAL CANDIDATE PROFILE

A seasoned wealth management professional with 12+ years of experience across Investment Advisory, Portfolio Management Services (PMS), and Wealth Solutions for affluent, HNI, and UHNI client segments. The candidate should possess strong hands-on knowledge of investment products, portfolio construction, asset allocation, and advisory frameworks, along with the seniority to lead domain discussions with business and client stakeholders.

Technology-aware is essential: the candidate should be able to understand platform capabilities, data flows, and digital wealth journeys, and work effectively with technology partners. However, the core contribution must stay centered on domain expertise, business process design, and advisory quality—not deep technical execution or testing activities.

KEY RESPONSIBILITIES

Domain Leadership & Advisory Expertise

• Act as the primary Subject Matter Expert for Wealth Management, Investment Advisory, and Portfolio Management Services (PMS) engagements.
• Provide domain leadership across investment products including Mutual Funds, Equities, Fixed Income / Bonds, Structured Products, and Alternative Investment Funds (AIF).
• Lead the development of investment advisory frameworks, suitability assessments, and client risk-profiling approaches.
• Advise on best practices for serving HNI and UHNI clients across the wealth lifecycle.
• Bring the domain viewpoint into business, product, and solution discussions.

Portfolio & Investment Management

• Provide expertise on Portfolio Management Services (PMS) as well as discretionary / non-discretionary advisory models.
• Own domain inputs for Asset Allocation strategies across asset classes and client risk profiles.
• Guide Portfolio Analysis, performance attribution, and portfolio review processes.
• Manage the domain approach to Portfolio Reconciliation across holdings, transactions, and custodian data.
• Support the design, structuring, and evaluation of Structured Products and Alternative Investment Funds (AIF).
• Provide guidance on Fixed Income / Bonds products, yields, and portfolio positioning.

Investment Research & Wealth Solutions

• Demonstrate strong awareness of Investment Research processes, market views, and product due diligence.
• Contribute to the design and continuous improvement of Wealth Solutions for affluent and HNI / UHNI segments.
• Convert research findings and market trends into actionable advisory and portfolio recommendations.
• Ensure wealth solutions meet regulatory requirements, suitability standards, and client objectives.

Business-Technology Collaboration

• Collaborate with technology, product, and delivery teams to transform wealth and advisory requirements into clear business specifications.
• Review digital wealth journeys, advisory platforms, and portfolio tools from both domain and client-experience perspectives.
• Confirm that platform capabilities and data flows accurately represent investment products, portfolio logic, and advisory processes.
• Serve as the domain connection between business stakeholders and technology teams—clarifying intent without writing code or test scripts.
• Provide domain approval on business outcomes, workflows, and client-facing wealth experiences.

Stakeholder Management & Leadership

• Be the primary domain point of contact for business leaders, relationship managers, and client-facing teams.
• Work with Product Owners, Business Users, Advisory Teams, and Technology Partners.
• Share regular updates on domain progress, risks, and solution readiness.
• Mentor and support teams on wealth management concepts, products, and advisory best practices.
• Promote a culture of domain excellence, client-centricity, and advisory quality

Experience

• 12+ years of overall experience in Wealth Management, Investment Advisory, or Private Banking.
• Strong, hands-on domain experience in PMS and investment advisory.
• Proven experience serving HNI / UHNI client segments.
• Experience leading or supporting domain / advisory teams.
• Exposure to large-scale wealth platform or digital transformation initiatives (as a domain lead).

Technology Awareness (supporting, not core)

• Comfortable working with wealth / advisory platforms and portfolio tools.
• Ability to read and interpret business flows, data, and reports.
• Capacity to collaborate with technology and delivery teams.
• Understanding of digital wealth journeys and client-facing platforms.
• No deep coding, automation, or testing execution expected

Wealth & Investment Domain Expertise

• Wealth Management
• Investment Advisory
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Structured Products
• Fixed Income / Bonds
• Portfolio Analysis
• Portfolio Reconciliation
• Asset Allocation
• HNI / UHNI Client Management
• Investment Research
• Wealth Solutions

PREFERRED SKILLS

• Comfortable working with wealth / advisory platforms and portfolio tools.
• Able to read and interpret business flows, data, and reports.
• Able to collaborate with technology and delivery teams.
• Understanding of digital wealth journeys and client-facing platforms.
• No deep coding, automation, or testing execution expected.
• Industry certifications such as CFP, CFA, NISM (PMS / Investment Adviser), or equivalent. Experience across multiple asset classes and alternative investments.
• Exposure to wealth-tech platforms, advisory tools, or portfolio management systems.
• Experience in product structuring or investment solution design.
• Experience working with relationship management and private banking teams

Candidates with relevant experience can email their CVs to [HIDDEN TEXT] or preferably share their CVs via WhatsApp: +91 98339 26287.