Global Investor

14 hours ago

Tiruchi, Tamil Nadu, India beBeeWealth Full time US$ 1,80,000 - US$ 2,00,000
Job Title: Wealth Strategist

Unlock global investment opportunities with our data-driven platform. We empower you to make informed investment decisions with insights and automated research.

Track your portfolio's health, discover new stocks, and stay ahead of global investment trends.

  • Strategic Leadership: Develop and implement a wealth management strategy that aligns with the company's global investment vision.
  • Distributor Management: Work with 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 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: 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.
Key Qualifications:
  • 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.

We offer a dynamic work environment and competitive compensation package.

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