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Wealth Operations Executive / Specialist

AQM TechnologiesMumbai, Maharashtra, India

3 days ago

Job description

Company Website : LinkedIn Website :

About Company :

AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB / ASTQB certified Quality Engineers, continually enhancing their domain expertise with certifications from III, AMFI, SEBI, and IIBF.

Job Title : Wealth Operations Executive / Specialist

Location : Ghatkopar, Mumbai

Employment Type : Full-Time

Experience Level : 3-6 Years

Job Summary :

We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery.

Key Responsibilities :

Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.)
Process client transactions including subscriptions, redemptions, transfers, and switches
Reconcile portfolios, holdings, and NAVs using MoneyWare Integra or similar PMS tools
Coordinate with custodians, fund houses, and internal teams to resolve discrepancies
Manage client onboarding documentation, KYC / AML checks, and compliance reporting
Generate and review portfolio reports, MIS, and dashboards for clients and management
Ensure adherence to SEBI and other regulatory guidelines applicable to wealth operations
Support audits, internal controls, and process improvement initiatives
Provide training or support to junior team members as required.

Required Skills & Qualifications :

Bachelor’s or Master’s degree in Finance, Commerce, or related field

2–5 years of experience in wealth / portfolio operations, preferably in a bank, NBFC, or wealth management firm

Proficiency in MoneyWare Integra (by Wealth Spectrum) and / or Miles Software (MoneyWare / Private Wealth Management tools)

Strong understanding of wealth management products (MFs, AIFs, PMS, Insurance, Bonds)

Excellent analytical, reconciliation, and problem-solving skills

Working knowledge of regulatory frameworks (SEBI, RBI, FATCA, CRS, etc.)

Proficient in MS Excel and reporting tools

Strong communication and stakeholder management skills.

Preferred (but not mandatory) :

NISM Series V-A : Mutual Fund Distributors

NISM Series X-A / X-B : Investment Adviser

CFP, CWM, or any Wealth Management certification (desirable).

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