Global Wealth Strategist

1 day ago

Palakkad, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 23,50,000

At a leading financial services organization, you'll be responsible for developing and expanding our wealth management division. This strategic role will ensure high-quality investment solutions and client-centric financial planning.

Key Responsibilities:

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with the company's global investment vision.
  • Distributor Management: Work with 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 (HNIs) 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 HNIs 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

  • Industry-Leading Compensation Package
  • Dynamic and Fun Environment
  • Collaborative and Supportive Team
  • A Global Impact

We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish. Join us and contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.

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