Global Wealth Manager Opportunity

24 hours ago

Solapur, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Global Wealth Manager Opportunity

We are seeking a highly skilled Global Wealth Manager to lead our wealth management division, driving the development and expansion of high-quality investment solutions and client-centric financial planning.

This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as strong leadership skills to manage 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 - large financial services companies in India - 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 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: 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 & Qualifications:
  • 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 Join Us?
  • Make a Global Impact: Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.
  • A Collaborative Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth, fostering an environment where collaboration thrives.
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing. Every day brings new challenges and opportunities to drive change.
  • A Dynamic Environment: Embrace the fast-paced, exciting culture of a startup that is pushing boundaries in the fintech space. We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish.

  • Wealth Management Strategist

    2 days ago

    Solapur, Maharashtra, India beBeeLeadership Full time ₹ 15,00,000 - ₹ 25,00,000

    The Regional Head plays a pivotal role in driving our Wealth Management operations forward.Key leadership attributes, such as collaborative vision and innovative strategies, are essential for creating an environment of growth and fostering enduring relationships within the organization.This involves developing strategic plans for Wealth Management,...

  • Private Wealth Manager

    2 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 35,00,000 - ₹ 60,00,000

    Job Title: Private Wealth ManagerAs a seasoned wealth manager at ICICI Direct, you will play a vital role in building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

  • Leader of Wealth Management

    4 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Overview:Our organization is seeking an accomplished wealth management leader with a strong background in the stock broking industry to drive business growth.Lead and manage high-performing teams to achieve exceptional resultsDevelop and implement effective strategies to increase revenue and profitabilityCollaborate with cross-functional teams to enhance...

  • Strategic Wealth Manager

    7 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 2,50,00,000 - ₹ 3,00,00,000

    Financial Planning ExpertThe Financial Planning Expert plays a pivotal role in providing bespoke financial guidance and investment services to clients.This position involves assessing clients' comprehensive financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term objectives.Client...

  • Investment Opportunities Expert

    4 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Wealth Management Specialist">Our organization is seeking a skilled and experienced Wealth Management specialist to spearhead investor acquisition, foster relationships with high net worth individuals, family offices, and professionals, and promote investment opportunities.">Key Responsibilities:">Identify, connect, and onboard potential investors (angels,...

  • Senior Wealth Product Trainer

    6 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

    We are seeking an experienced Product Specialist to deliver comprehensive training sessions on wealth management products, solutions, and services. This role involves mentoring and enabling Relationship Managers to quickly become profitable centers while ensuring they possess the necessary knowledge, tools, and certifications.About the RoleThe ideal...

  • Global Treasury Expert

    1 week ago

    Solapur, Maharashtra, India beBeeTreasury Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Join a fast-paced environment as an Assistant Treasury Manager and contribute to building a world-leading technology-led travel distribution network. As part of this role, you will be responsible for managing treasury operations, including cash flow management, banking, and forex hedging.Key responsibilities include:Cash Management: Assist in managing...

  • Chief Wealth Strategist for High-Value Relationships

    4 days ago

    Solapur, Maharashtra, India beBeeSenior Full time ₹ 1,60,00,000 - ₹ 2,02,50,000

    Senior Portfolio Manager – Ultra High Net Worth ClientsWe are seeking an accomplished Senior Portfolio Manager to lead our efforts in managing high-value relationships and driving growth in our Premier Client Group. As a seasoned professional, you will be responsible for creating tailored wealth management strategies that cater to the unique financial...

  • Senior Portfolio Manager

    2 days ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000

    Job Summary:We are seeking a seasoned Senior Vice President of Wealth Management to lead our High-Net-Worth and Ultra-High-Net-Worth client portfolios. As a trusted advisor, you will provide end-to-end investment advisory and wealth management solutions.This is an individual contributor role requiring strong personal networks, deep product knowledge, and a...

  • Global Risk Management Specialist

    4 days ago

    Solapur, Maharashtra, India beBeeRiskManagement Full time US$ 90,000 - US$ 1,10,000

    Job SummaryWe are seeking a skilled Global Risk Management Specialist to join our team. As a key member of our organization, you will play a critical role in supporting international travel security and risk mitigation projects.This is an exciting opportunity for someone who is passionate about ensuring the safety and security of our clients and their...