Global Wealth Strategist

2 days ago

Dindigul, Tamil Nadu, India beBeeInvestment Full time US$ 9,00,000 - US$ 10,00,000
Global Investment Opportunities Manager

The successful candidate will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

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  • Key Responsibilities:
  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our channel partners to help them 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 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 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.

Benefits:

  • Competitive compensation package.
  • Opportunities for career growth and professional development.
  • Dynamic and collaborative work environment.
  • Flexible work arrangements.

About Us:

  • Join a company that is transforming the way people invest globally.
  • Contribute to empowering individuals and family offices in India (including NRIs) to unlock unparalleled global investing opportunities.
  • Be part of a team that is shaping the future of global investing.

Apply Now:

Send your CV to us.

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