Global Wealth Strategist

1 week ago


Pushkar, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Global Wealth Strategist

Unlock investment opportunities with our platform, empowering retail investors to diversify globally. Our data-driven insights help make informed decisions and facilitate access to mature markets.

  • Develop a wealth management strategy, aligning with our global investment vision.
  • Collaborate with partners to bring investing products to clients through their relationship managers and advisors.
  • Act as a trusted advisor to high-net-worth individuals and institutional clients, providing knowledge and logistics for global wealth diversification.
  • Oversee client portfolios, present global asset classes, and manage investments in identified products.
  • Stay ahead of market trends, regulatory changes, and emerging opportunities to discover unique global products for our clientele.
  • Lead a team of wealth advisors, fostering a high-performance culture.

A Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred. 8+ years of experience in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role.


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