Director - Portfolio Specialist

5 days ago

Guntur, Andhra Pradesh, India beBeeWealthManager Full time ₹ 15,00,000 - ₹ 20,00,000

Unlock global investing opportunities and drive growth with us. Our platform empowers retail investors to easily invest in mature markets worldwide. With our data-driven approach, you can make informed investment decisions and track your portfolio's health.

The Director of Wealth will lead the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory.

Key Responsibilities:

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our channel partners 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.

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:

  • Industry-Leading Compensation: We offer an industry-best compensation package that reflects the value we place on your skills and contributions.
  • A Collaborative and Supportive 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 and Fun 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.

Join Our Journey: If you're proactive and passionate about problem-solving, we'd love to hear from you. Please submit your application to take the first step towards a fulfilling career with us.

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