
Global Wealth Strategist
7 hours ago
Unlock global investment opportunities with our platform, allowing retail investors to easily invest in mature markets.
Our data-driven platform empowers you to make informed 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.
The successful candidate will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.
- Develop and implement our wealth management strategy, aligning with our global investment vision.
- Work with channel partners to bring global investing products to their clients via their relationship managers and advisors.
- 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.
- Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products.
- 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.
Key qualifications include a Bachelor's degree in Finance, Economics, or a related field, MBA or relevant advanced degree preferred, and 8+ years of experience in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role.
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