Global Wealth Manager

1 day ago

Lucknow, Uttar Pradesh, India beBeeInvestment Full time US$ 1,00,000 - US$ 1,50,000

At the core of our organization, we have a compelling opportunity for an experienced professional to lead the development and expansion of our wealth management division. This role is pivotal in ensuring high-quality investment solutions and client-centric financial planning.

The ideal candidate will possess a deep understanding of portfolio management, regulatory compliance, and investment advisory, coupled with exceptional leadership skills to drive a team of relationship professionals.

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our channel partners - typically large financial services companies - to 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: Collaborate 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.

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.
Why Choose Us?

We are a growth-stage startup driven by innovation and a passion for empowering people worldwide with access to global investment opportunities. Our collaborative and supportive team environment fosters creativity and growth, offering exciting opportunities for career advancement.

  • A Global Impact: Contribute to transforming the way people invest, unlocking unparalleled opportunities for growth and prosperity.
  • Dynamic Environment: Join a fast-paced, dynamic culture that thrives on innovation and collaboration, pushing boundaries in the fintech space.
  • Industry-Leading Compensation: Enjoy a competitive compensation package reflecting the value we place on your skills and contributions.

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