Global Investment Director

23 hours ago

Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Lead Investment Strategist

Unlock unparalleled global investing opportunities with our cutting-edge platform, designed to empower individuals and family offices in India (including NRIs) to diversify their wealth. By leveraging our expertise and data-driven insights, you will drive the development and expansion of our wealth management division.

Key Responsibilities:

  • Develop and implement a comprehensive wealth management strategy, aligning with our company's vision for global investment.
  • Collaborate with channel partners to bring global investing products to clients through 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, present global asset classes that may interest clients, and help 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 clientele.
  • 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.

Why Join Us?

  • A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities.
  • A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth.
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing.
  • A Dynamic and Fun Environment: Embrace the fast-paced, exciting culture of a startup that is pushing boundaries in the fintech space.

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