Global Investment Strategist

5 hours ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

We are seeking a skilled professional to expand our network of institutional and family office relationships across the globe. The focus will be on traditional asset classes as well as alternative investments in domestic and global markets.

The ideal candidate will have experience in wealth management and private banking, with a strong understanding of financial markets and investment strategies. A postgraduate degree in commerce or a related field is preferred, along with certifications such as CFA/CAIA/MBA from a reputable institution.

The responsibilities of this role include:

  • Building and maintaining relationships with key clients
  • Crafting customized investment strategies and plans
  • Assisting in the creation of materials for investment presentations
  • Monitoring investment performance across asset classes

The successful candidate will possess excellent communication and presentation skills, with a strong ability to work independently and lead projects effectively.

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