Wealth Strategist

Unlock global investment opportunities with our digital platform, allowing retail investors to easily invest in mature markets. Our platform empowers you to make smarter investment decisions with insights and automated research.

As the Director of Wealth Management, you will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

• Develop and implement our wealth management strategy, aligning with our global investment vision.
• Work with channel partners to help them bring global investing products to their clients via their relationship managers and advisors.
• 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.
• Oversee client portfolios, presenting global asset classes that clients may find interesting and helping them make and manage investments in identified products.
• Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.
• Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

• 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.