Unlock Your Global Investing Potential

3 days ago

India beBeeWealth Full time US$ 2,00,000 - US$ 2,50,000
Director of Global Wealth Management

The Director of Global Wealth Management will be responsible for developing and expanding the wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

  • Key Responsibilities:
  • Strategic Leadership: Develop and implement a global wealth management strategy, aligning with the company's vision.
  • Distributor Management: Work with large financial services companies to bring global investing products to their clients via 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 the 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.

Benefits:

  • A dynamic and fun environment where creativity and innovation flourish.
  • Industry-leading compensation package that reflects the value placed on skills and contributions.

Why Join Us:

  • Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.
  • Work alongside driven, passionate colleagues who are dedicated to success and professional growth.
  • Be part of an innovative platform reshaping the future of global investing.

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