Executive Leader

3 days ago

Davangere, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Unlock global investment opportunities with a platform that empowers retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets.

Our data-driven platform provides insights and automated research to help you make smarter investment decisions. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends without the guesswork.

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

Key Responsibilities:

  • Strategic Leadership: Develop and implement wealth management strategy, aligning with the company's global investment vision.
  • Distributor Management: Work with channel partners to bring global investing products to their clients via relationship managers and advisors.
  • Client Advisory & Relationship Management: Serve as 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.
  • 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 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 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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