Global Wealth Strategist

16 hours ago

Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Title: Global Wealth Strategist

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We are seeking a seasoned Global Wealth Strategist to drive the growth and expansion of our wealth management division.

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This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as the ability to lead a team of relationship professionals.

">Key Responsibilities:">
  • ">
  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.">
  • Distributor Management: Work with our channel partners - large financial services companies in India - to 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 (HNIs) 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: Work with our 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.">
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.">
">Qualifications & Experience:">
  • ">
  • Bachelor's degree: Finance, Economics, or a related field; MBA or relevant advanced degree preferred.">
  • Experience: 8+ years in wealth management, investment advisory, or financial services, with at least 3+ years in a leadership role.">
  • Skills: Strong expertise in global investment products, asset allocation, and portfolio management strategies. Demonstrated ability to build and maintain relationships with HNIs and institutional clients.">
  • Certifications: Professional certifications such as CFA, CFP, or equivalent are highly desirable.">
  • Leadership skills: Excellent leadership, communication, and analytical skills.">
">Why Join Us?">

We offer a dynamic and fun environment where collaboration thrives. Our platform is reshaping the future of global investing, and every day brings new challenges and opportunities to drive change.

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At our company, you'll play a pivotal role in helping individuals and family offices unlock unparalleled global investing opportunities. We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish.

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Join us and be part of something transformative

"]},

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