Wealth Manager - Gurgaon

Evalueserve, Inc.; Gurugram District; Hybrid; INR 1,800,000 - 2,400,000; Full time

Job summary

Evalueserve, Inc. is seeking a Wealth Management Domain SME in Gurugram to provide functional expertise across investment and wealth management workflows.

You will understand client and portfolio data, RM/advisor processes, and the advisor journey, translating business needs into functional requirements for analytics and AI-enabled solutions. The role collaborates with Data Science and technology teams to deliver outputs such as dashboards, briefs and meeting summaries, ensuring outputs are

Qualifications

• 712+ years of experience in wealth management.
• Strong understanding of the wealth management client and RM/advisor journey.
• Good understanding of client, portfolio, CRM, transaction and investment/product data and how these are used.
• Familiarity with RM/advisor workflows, including client reviews, meeting preparation, portfolio reporting and follow-ups.
• Ability to translate business needs into clear requirements for Data Science and technology teams.
• Exposure to global wealth management businesses or clients, particularly the US, Europe or Middle East, would be preferred.
• Strong communication and stakeholder-management skills; Data Science or coding experience is not required.

Responsibilities

• Provide wealth management domain expertise across client, portfolio and RM/advisor workflows.
• Define business requirements for client intelligence, portfolio insights and RM/advisor use cases.
• Identify relevant data sources, data flows and business rules across wealth management processes.
• Define expected outputs for dashboards, pre-meeting briefs, meeting summaries and CRM follow-ups.
• Partner with Data Science and technology teams to translate business requirements into analytical solutions.
• Review and validate outputs to ensure they are relevant, accurate and actionable for RMs/ advisors.

Skills

Wealth management domain

RM workflows

Stakeholder management

Requirements gathering

Tools

CRM systems

Job description

Wealth Management

Report To:

Senior Manager / Associate Director

Department:

Financial Services

Location

Gurugram (Preferred)

Job Summary

We are seeking a Wealth Management Domain SME to provide functional expertise across the investment and wealth management domain, with strong understanding of client and portfolio data, RM/advisor workflows and the client engagement journey. The role will bring practical knowledge of wealth management data sources, business processes and user needs across areas such as client intelligence, portfolio monitoring, opportunity identification, meeting preparation and documentation, CRM follow-ups and advisor/investor dashboards. The SME will translate these business needs into functional requirements and expected outcomes, working with Data Science and technology teams to enable data- and AI-led solutions.

Key Responsibilities

• Provide wealth management domain expertise across client, portfolio and RM/advisor workflows.
• Define business requirements for client intelligence, portfolio insights and RM/advisor use cases.
• Identify relevant data sources, data flows and business rules across wealth management processes.
• Define expected outputs for dashboards, pre-meeting briefs, meeting summaries and CRM follow-ups.
• Partner with Data Science and technology teams to translate business requirements into analytical solutions.
• Review and validate outputs to ensure they are relevant, accurate and actionable for RMs/ advisors.

Required Qualifications

• 712+ years of experience in wealth management/private banking, preferably supporting US, European or Middle Eastern wealth-management businesses in a domain, business analysis, product, operations or transformation capacity.
• Strong understanding of the wealth management client and RM/advisor journey.
• Good understanding of client, portfolio, CRM, transaction and investment/product data and how these are used.
• Familiarity with RM/advisor workflows, including client reviews, meeting preparation, portfolio reporting and follow-ups.
• Ability to translate business needs into clear requirements for Data Science and technology teams.
• Exposure to global wealth management businesses or clients, particularly the US, Europe or Middle East, would be preferred.
• Strong communication and stakeholder-management skills; Data Science or coding experience is not required.