Wealth Management Leader

18 hours ago

Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,25,00,000
Director of Wealth Management

We are seeking a highly skilled and experienced professional to join our team as Director of Wealth Management. In this key role, you will be responsible for driving the development and expansion of our wealth management division.

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 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 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

We offer an industry-best compensation package that reflects the value we place on your skills and contributions. Your hard work and dedication will be rewarded generously.

Join us in shaping the future of global investing. Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.

We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish.

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