Head - Wealth Management

Golden Opportunities; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Golden Opportunities in Mumbai is seeking a senior wealth management professional with 15+ years of global experience across business, operations and technology. The role covers client lifecycle management, trade life cycle, product management and regulatory matters, with exposure to GTM strategy, private banking and custody functions. Multi-location collaboration across Bangalore, Pune and Mumbai is expected.

Qualifications

• At least 15 years of experience in wealth management across business, operations & technology.
• Must have a strong understanding of wealth management and client lifecycle management.
• Knowledge of trade life cycle, product management, regulation and asset classes.
• Experience in business functions: product management, trade middle/back office, compliance and supervision.
• Familiarity with GTM strategy, private banking, compliance and supervision, sales/marketing and custodial functions.

Responsibilities

• Demonstrated experience in wealth management across business, operations and technology.
• Deep understanding of client lifecycle management in wealth management.
• Knowledge of trade life cycle, product management and regulatory frameworks.
• Experience in back/middle office operations and compliance supervision.
• Involvement in GTM strategy, private banking and custody related activities.

Skills

Wealth management

Client lifecycle management

Trade lifecycle

Product management

Regulation

Asset classes

Back office

Compliance

GTM strategy

Private banking

Job description

Job Title – Wealth Management

Candidate Specification – 17+ years, Global experience Mandatory

Location – Bangalore / Pune / Mumbai

Job Description

• At least 15 years of experience in the business of wealth management – across business, operations & technology.
• Must have a great understanding of overall wealth management business, including client lifecycle management.
• The trade life cycle, product management, regulation, and asset classes.
• Business function - Product management, Trade middle or back office and Compliance and supervision.
• GTM strategy, Private banking, compliance and supervision, sales and marketing, back office and custodial functions, amongst others.