Cambridge Wealth (Baker Street Fintech)

We're looking for a talented, design-driven individual with a passion for creating elegant user experiences that directly impact business growth. This role is perfect for someone who thrives in fintech, understands the intersection of design and product strategy, and is energized by building websites and applications that users love.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI 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. Our digital presence and product design are central to our competitive edge.

What you'll do:

• UX Research & Strategy: Conduct user research, usability testing, and competitor analysis to inform design decisions. You'll understand our HNI client needs and translate them into intuitive, seamless experiences.
• UI Design & Development: Create elegant, brand-aligned user interfaces for web and mobile applications. Develop designs that balance aesthetic beauty with business goals and regulatory compliance.
• Website & Growth Optimization: Drive website optimization, implement SEO and AEO best practices, and work with our content strategy to improve discoverability and user engagement.
• Product Collaboration: Partner with product, engineering, and business teams to ensure design solutions are technically feasible, commercially viable, and client-focused.
• Design Systems & Tooling: Maintain consistency across our digital products using Strapi and other design/CMS tools.

What we need:

• Experience: Proven experience building elegant web and mobile applications. Fintech domain experience is preferred.
• Technical Skills: Hands-on experience with website design, SEO, AEO, and Strapi. Familiarity with modern design tools (Figma, prototyping, etc.).
• Knowledge: Understanding of UX best practices, accessibility standards, and the business impact of design decisions.
• Immediate Availability: Immediate joining availability is a must.

Who you are:

• Growth-Oriented: You're energized by optimization and driven to improve user outcomes and business metrics.
• Business-Minded: You understand how design decisions impact revenue, retention, and brand perception.
• Proactive & Resourceful: You don't wait for briefs. You identify opportunities, propose solutions, and take ownership of outcomes.
• Detail-Oriented: You care deeply about every pixel, every interaction, and every user journey.

This role is NOT for you if:

• You treat design as isolated from business strategy or product goals.
• You prefer working in isolation rather than collaborating across teams.
• You're not comfortable with the pace and ambiguity of a fast-growing fintech startup.

What you'll get:

• A pivotal role with clear growth potential in a fast-growing wealth tech company.
• Meaningful Impact: Your design directly shapes how thousands of HNI clients interact with their wealth.
• A collaborative, informal, and encouraging work environment.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: Design challenge or portfolio review. [60 min]
3. People Video Interview: A quick chat with our People head. [30 min]
4. Technical Interview: Showcase your design experience and approach with a brief, offline assignment (within 2-3 days)
5. Founder's Interview (In-Person): A final conversation to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with reference and background checks.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office.

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:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. 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