
Cambridge Wealth (Baker Street Fintech)
https://cambridgewealth.inAbout
Baker Street Fintech (Product Name: Cambridge Wealth) is a Financial Products Company. We help build world-class Fintech Products for our Clients who want to manage their wealth on our platform. Founded by professionals with Experiences spanning from PwC UK to Banking and Technology firms, we are a financially stable, profitable company growing quickly!
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Jobs at Cambridge Wealth (Baker Street Fintech)
We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.
Who we are:
Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.
What you'll do:
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
What we need:
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
- Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.
Who you are:
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
This role is NOT for you if:
- You prefer a slow-paced, micro-managed environment.
- You are not comfortable with change or taking on new responsibilities.
- You're looking for a passive, "take it easy" role.
What you'll get:
- A core role with a clear growth path within a fast-growing company.
- Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
- A great work environment that is informal, encouraging, and collaborative.
- Competitive compensation.
Our Hiring Process:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- Offer & Checks: We make an offer, and proceed with a reference and background check.
Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office
What makes Bakerstreet Digital Special?
- We are not just an ambitious niche Digital Products company. We are an ambitious Digital Products Company with a soul.
- Fundamental to our mission of building world-class (we have won a webby award) global (26 global products live 0-1) digital products is an integrated, mission-driven team of consultants who are passionate about their competency.
Who are you? A Digital Designer that can skillfully orchestrate end to end Product Design. You:
- Have experience building Products at the Business, User, UX and Architecture levels with multi-disciplinary teams
- Have worked with global clients in a consulting or product team and understand communication and management protocols of large Banks
- Have a fine understanding of the fintech domain
- Understand the difference between UI and a UI Design system that can flex and scale
- Can imagine, articulate well, and create buy-in for your ideas
- Are hands-on and able to rapidly visualise ideas
- Are able to work collaboratively to deliver the UI in sprints across products
- Have a deep understanding of CX, Design beyond screens and colours
- Can translate business requirements and customer experience into features and functions that drive the platform/product roadmap.
What you will do:
- Client Engagement: Act as a primary point of contact for clients, understanding their design requirements, and translating them into actionable design solutions. Conduct client meetings, gather feedback, and ensure client satisfaction throughout the project lifecycle.
- User Experience (UX) Design: Conduct user research, usability testing, and competitor analysis to identify opportunities for enhancing the user experience. Create wireframes, prototypes, and user flows to effectively communicate design ideas and user interactions.
- User Interface (UI) Design: Develop visually appealing and intuitive user interfaces that align with the project's branding and business goals. Collaborate with cross-functional teams to integrate UI components seamlessly into the final product.
- Mentoring Trainees: Provide guidance and mentorship to junior designers and trainees, fostering their growth and development. Conduct design workshops and share best practices to improve team skills.
- Collaboration: Collaborate with product managers, developers, and other stakeholders to ensure a cohesive and seamless design-to-development process. Advocate for design thinking and user-centric approaches within the organization.
- Industry Trends: Stay up-to-date with the latest UI/UX design trends, tools, and technologies, and incorporate relevant innovations into design processes
Who you are NOT. This role is not for you if:
- You can only follow the given process
- Not think out of the box, innovative solutions to startup problems
- Have time-zone constraints (this is a global time-zone role)
- Work only in a slow, structured environment where you are given detailed instructions
- Want to take it easy and prefer a passive role
What you will get:
- A fast-growth environment with a world-class visual design quality
- A place where you matter, and are not just a cog in the wheel
- An encouraging, informal and comfortable working environment
- A place where flexibility can be earned and work-life balance ensured
- Competitive Compensation
You will learn:
- How to build a design and build a global quality next generation product ground-up
- How to build a Design-led organization ground-up
- How to build a Zero to one product, not just enhance or add features
What are the Qualifications you need?
- Proven experience (2-5 years) as a UI/UX Designer, with a strong portfolio showcasing successful projects and a user-centered design approach.
- Proficiency in design and prototyping tools such as Figma, Adobe XD, Sketch and prototyping tools.
- Solid understanding of user experience principles, information architecture, and interaction design.
- Excellent visual design skills with a keen eye for aesthetics, typography, and color theory.
- Strong communication and presentation skills, capable of explaining design decisions and receiving constructive feedback.
- Leadership abilities, with the capacity to motivate and guide team members effectively.
- Ability to prioritise and manage multiple milestones and projects efficiently
- Ability to think through product propositions ground-up considering the entire product eco-system
- Must have Customer-oriented data-led problem-solving skills
- Ability to work with and influence senior stakeholders
Our Hiring Process:
- You Apply and answer a couple of quick questions [5 min]
- Online Skills Assessment [1 hr]
- Recruiter screening phone interview [30 min]
- Skills assessment take-home challenge
- Technical interview: [30 min - includes a discussion around the submitted assignment]
- Founder's interview: [30 min]
- We make you an offer and proceed for reference and BGV check.
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