
Global Investing Strategist
10 hours ago
We are seeking a seasoned professional to lead our wealth management division, driving the development and expansion of our global investing solutions. This key role will oversee the delivery of high-quality investment products and services, ensuring seamless client-centric financial planning.
The successful candidate will possess a deep understanding of portfolio management, regulatory compliance, and investment advisory, with the ability to lead a team of relationship professionals. They will be responsible for developing and implementing our wealth management strategy, aligning with our global investment vision.
Key responsibilities include distributor management, client advisory & relationship management, portfolio & investment management, market research & product insights, and team development. The ideal candidate will have 8+ years of experience in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role.
They must possess strong expertise in global investment products, asset allocation, and portfolio management strategies, as well as excellent leadership, communication, and analytical skills. A bachelor's degree in Finance, Economics, or a related field, along with an MBA or relevant advanced degree, is highly desirable.
Required Skills and Qualifications- Deep understanding of portfolio management, regulatory compliance, and investment advisory
- Strong expertise in global investment products, asset allocation, and portfolio management strategies
- Excellent leadership, communication, and analytical skills
- 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
As a member of our team, you'll enjoy a collaborative and supportive environment, exciting growth opportunities, and a dynamic and fun culture that thrives on innovation and creativity. Our industry-leading compensation package reflects the value we place on your skills and contributions, with generous rewards for hard work and dedication.
OthersJoin us in shaping the future of global investing, empowering individuals and family offices worldwide with unparalleled access to investment opportunities. Contribute to transforming the way people invest, and discover a new path to making a global impact.
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