Wealth Management SME / Leader

Experience: 12+ Years

Location: Mumbai

Domain: Wealth Management & Investment Advisory

ROLE OVERVIEW

We are seeking an accomplished Wealth Management Subject Matter Expert / Leader with deep domain mastery across Wealth Management, Investment Advisory, and Portfolio Management Services. This is a domain-led leadership role for a professional who understands the end-to-end wealth lifecycle for HNI and UHNI clients and can translate complex investment and advisory requirements into clear, actionable business solutions.

The ideal candidate is primarily a wealth and investments domain expert who is also comfortable working alongside technology teams. The role requires someone who can bridge the business and technology conversation fluent in wealth products, portfolio processes, and advisory workflows, and able to collaborate effectively with engineering and delivery teams - without being a hands-on technology or testing specialist. The emphasis is firmly on investment domain depth, advisory expertise, and solution thinking rather than 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 bring strong, practical knowledge of investment products, portfolio construction, asset allocation, and advisory frameworks, combined with the maturity to lead domain conversations with senior business and client stakeholders.

The candidate should be technology-aware - able to understand platform capabilities, data flows, and digital wealth journeys, and to work productively with technology partners - while keeping their core contribution rooted in domain expertise, business process design, and advisory quality rather than deep technical or testing execution.

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).
- Guide the design 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.
- Represent the domain perspective in business, product, and solution discussions.

Portfolio & Investment Management

- Provide expertise on Portfolio Management Services (PMS) and discretionary / non-discretionary advisory model.
- Lead domain inputs on Asset Allocation strategies across asset classes and client risk profiles.
- Guide Portfolio Analysis, performance attribution, and portfolio review processes.
- Oversee the domain approach to Portfolio Reconciliation across holdings, transactions, and custodian data.
- Support the 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

- Bring strong awareness of Investment Research processes, market views, and product due diligence.
- Contribute to the design and enhancement of Wealth Solutions for affluent and HNI / UHNI segments.
- Translate research insights and market trends into practical advisory and portfolio recommendations.
- Ensure wealth solutions align with regulatory expectations, suitability norms, and client objectives.

Business-Technology Collaboration

- Partner with technology, product, and delivery teams to translate wealth and advisory requirements into explicit business specifications.
- Review digital wealth journeys, advisory platforms, and portfolio tools from a domain and client-experience standpoint.
- Validate that platform capabilities and data flows correctly reflect investment products, portfolio logic, and advisory processes.
- Act as the domain bridge between business stakeholders and technology teams - clarifying intent, not writing code or test scripts.
- Provide domain sign-off on business outcomes, workflows, and client-facing wealth experiences.

Stakeholder Management & Leadership

- Act as the key domain point of contact for business leaders, relationship managers, and client-facing teams.




- Collaborate with Product Owners, Business Users, Advisory Teams, and Technology Partners.
- Provide regular updates on domain progress, risks, and solution readiness.
- Mentor and guide teams on wealth management concepts, products, and advisory best practices.
- Foster 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 guiding 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.
- 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

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 [email protected] or preferably share their CVs via WhatsApp: +91 98339 26287.

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