Global Wealth Strategist

15 hours ago


Kurnool, Andhra Pradesh, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 18,00,000
Global Wealth Strategist

Unlock global investment opportunities with a data-driven platform that empowers retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US.

Our platform enables smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends—without the guesswork.

The Director of Wealth drives 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, along with the ability to lead a team of relationship professionals.

Key Responsibilities:

  1. Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  2. Distributor Management: Work with our channel partners to help them bring global investing products to their clients via their relationship managers and advisors.
  3. Client Advisory & Relationship Management: Serve as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing knowledge and logistics for global diversification of their wealth and investments.
  4. 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.
  5. Market Research & Product Insights: Work with product research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.
  6. Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.


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