Wealth Strategist

2 days ago

Bengaluru, Karnataka, India beBeeInvestmentLeader Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Unlock Global Investing Opportunities

We empower retail investors in India, the Middle East and Southeast Asia to invest in mature markets worldwide. Our platform provides data-driven insights and automated research to help make informed investment decisions.

Role Overview:

This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with leadership skills to drive team success.

Key Responsibilities:

  • Strategic Leadership: Develop and implement global wealth management strategies that align with our vision.
  • Distributor Management: Work with partners to bring global investing products to clients through relationship managers and advisors.
  • Client Advisory & Relationship Management: Serve as a trusted advisor to high-net-worth individuals and institutional clients, providing knowledge and logistics for global diversification of their wealth and investments.
  • Portfolio & Investment Management: Oversee client portfolios and present global asset classes that clients may find interesting.
  • Market Research & Product Insights: Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover unique global products that suit our clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Qualifications & Experience:

  • Bachelor's degree in Finance, Economics or a related field; MBA or relevant advanced degree preferred.
  • 8+ years of experience in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role.
  • Strong expertise in global investment products, asset allocation, and portfolio management strategies.
  • Demonstrated ability to build and maintain relationships with high-net-worth individuals and institutional clients.
  • Knowledge of compliance frameworks, risk management, and regulatory standards.
  • Professional certifications such as CFA, CFP, or equivalent are highly desirable.
  • Excellent leadership, communication, and analytical skills.

About Us:

You'll play a pivotal role in helping individuals and family offices unlock unparalleled global investing opportunities. We're a growth stage company with exciting milestones ahead. Our value proposition includes:

  • A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities.
  • A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth.
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing.
  • A Dynamic and Fun Environment: Embrace the fast-paced culture of a company that is pushing boundaries in the fintech space.
  • Industry-Leading Compensation: We offer an industry-best compensation package that reflects the value we place on your skills and contributions.

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