Director of Wealth Management Strategy

3 days ago

India beBeeInvestment Full time US$ 1,50,000 - US$ 2,50,000
Unlock Global Investing Opportunities

Elevate your career by driving the development and expansion of our wealth management division.

This role 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:
  • Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Work with our channel partners to help them bring global investing products to their clients via their 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.
  • Oversight of client portfolios, presentation of global asset classes that clients may find interesting, and assistance in making and managing investments in identified products.
Requirements:
  • 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.
Why Join Our Team?

Our collaborative and supportive team is dedicated to your success and professional growth. We foster an environment where collaboration thrives.

We offer an industry-best compensation package that reflects the value we place on your skills and contributions. Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.

  • Director - Wealth

    4 days ago

    India Borderless Full time

    Who are we? Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment...

  • Senior Wealth Manager

    4 days ago

    India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000

    Job OverviewWe are seeking a Senior Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing investment advice and wealth management solutions.Key Responsibilities:Acquire, nurture and grow relationships with high-net-worth clients and their families.Provide tailored wealth...

  • Strategic Wealth Manager

    3 days ago

    India beBeeRisk Full time ₹ 6,00,000 - ₹ 12,00,000

    We are seeking a seasoned Relationship Manager to join our team. As a leading firm in private wealth management, we offer data-driven financial strategies that create, protect, and transmit wealth transparently.The successful candidate will have strong relationship-building skills, excellent communication abilities, and a proven track record of aligning...

  • Strategic Wealth Manager

    3 days ago

    India beBeeRiskManagement Full time ₹ 8,00,000 - ₹ 12,00,000

    Strategic Wealth ManagerWe offer a transparent, data-driven approach to financial success.Our team fosters a culture of trust and collaboration, with a focus on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).Align assets under management as per clients' financial strategies to reduce risk and...

  • Head of Wealth Management

    7 days ago

    India GDFS Group Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...

  • VP - Relationship Manager

    4 days ago

    India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting...

  • Relationship Manager(Vice President)

    4 days ago

    India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and...

  • Director of Marketing Strategy

    1 week ago

    India beBeeStrategy Full time ₹ 70,00,000 - ₹ 90,00,000

    Marketing Strategy DirectorWe are seeking an experienced Marketing Strategy Director to drive the development of new projects and ensure their success. As a key member of our team, you will be responsible for devising concepts and strategies, implementing your creative vision, and serving as a point of reference for all creative plans.Main...

  • Wealth Management Professional

    1 week ago

    India beBee Careers Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...

  • VP - Relationship Manager

    4 days ago

    India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success, specializing in wealth creation, risk management, tax planning,...