Expert Wealth Manager for Global Investing Opportunities

13 hours ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Global Investment Leadership Role

We are seeking an experienced professional to drive the development and expansion of our wealth management division. This role will focus on delivering high-quality investment solutions and client-centric financial planning, leveraging deep knowledge of portfolio management, regulatory compliance, and investment advisory.

The successful candidate will lead a team of relationship professionals, overseeing client portfolios and presenting global asset classes to clients. They will work closely with product research teams to stay ahead of market trends and identify emerging investment opportunities. The ideal candidate will have a strong track record of building and maintaining relationships with high-net-worth individuals and institutional clients.

Key Responsibilities:
  • Develop and implement a comprehensive wealth management strategy, aligning with our global investment vision
  • Manage distributor relationships and collaborate with channel partners to deliver global investing products to their clients
  • Serve as a trusted advisor to high-net-worth individuals and institutional clients, providing expert guidance on global diversification of their wealth and investments
  • Oversee client portfolios and present global asset classes that meet their needs and goals
  • Work with product research teams to identify emerging investment opportunities and stay ahead of market trends
Requirements & 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
Why Join Our Team?
  • A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities
  • A Collaborative and Supportive Environment: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing

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