Global Wealth Director

3 days ago

Ellore, Andhra Pradesh, India beBeeWealthDirector Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Unlock Global Investment Opportunities with Us

A platform that empowers retail investors to easily invest in mature markets like the US.

We provide a data-driven solution that allows you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends—without the guesswork.

Role Overview:

The Director of Wealth will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our channel partners to help them bring global investing products to their clients via their relationship managers and advisors
  • Client Advisory & Relationship Management: Serve as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing knowledge and logistics for global diversification of their wealth and investments.
  • Portfolio & Investment Management: Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products.
  • Market Research & Product Insights: Work with Product Research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.
Requirements:
  • 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.
Benefits:
  • Global Impact: Contribute to empowering people worldwide with access to global investment opportunities.
  • Collaborative 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.
  • Dynamic Environment: Embrace the fast-paced culture of a startup that is pushing boundaries in the fintech space.

Ready to make a difference? If you're proactive and passionate about problem-solving, we'd love to hear from you.

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