Wealth Strategist

2 days ago

Kanpur, Uttar Pradesh, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,50,000
Unlock Global Investment Opportunities

Empower retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US with Borderless.

Key Responsibilities
  • Develop a comprehensive wealth management strategy, aligning with global investment vision.
  • Collaborate with channel partners to bring global investing products to clients via 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, 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 for HNI 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.

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