Global Investing Expert

1 week ago

Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 1,87,20,000 - ₹ 2,52,00,000
Unlock Global Investing Opportunities

As a Director of Wealth, you will play a pivotal role in driving the development and expansion of our wealth management division. Your expertise in portfolio management, regulatory compliance, and investment advisory will be essential in ensuring high-quality investment solutions and client-centric financial planning.

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Collaborate with our channel partners 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 (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: 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.
Required Skills & Qualifications

You must possess:

  • A Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred.
  • At least 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

Join us and enjoy:

  • A collaborative and supportive team environment.
  • Exciting growth opportunities in a dynamic fintech space.
  • A fun and fast-paced work atmosphere.
  • Industry-leading compensation and benefits package.
Others

This is a challenging yet rewarding opportunity to contribute to empowering people worldwide with access to global investment opportunities.

  • Global Investment Strategist

    2 weeks ago

    Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 16,00,000

    Quantitative Investment SpecialistWe are seeking a highly skilled Quantitative Investment Specialist to join our investment team and support a range of global strategies spanning macro, alternatives, specialized investments, and tax benefit solutions.This is a hybrid role that combines quantitative and analytical support with client-facing responsibilities,...

  • Global Investment Promotion Manager

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job TitleA seasoned professional is required to spearhead investment promotion and economic development projects.As a strategic interface between international governments/EDOs and potential investors, you will drive business growth and expansion for Indian companies globally.This role involves direct engagement with CXO-level leaders, identifying new...

  • Strategic Investment Advisor

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Opportunities SpecialistAs a key member of our team, the Investment Opportunities Specialist is responsible for identifying and evaluating investment opportunities across various stages and sectors.Key ResponsibilitiesSourcing and Opportunity DevelopmentDevelop and maintain a robust pipeline of investment opportunities through extensive research...

  • Expert in Global Benefits Configuration

    7 days ago

    Thiruvananthapuram, Kerala, India beBeeBenefits Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Title:">Global Benefits Expert">As a skilled professional in SAP SuccessFactors Global Benefits, you will lead the configuration, implementation, and optimization of our global benefits modules. Your expertise will be essential in designing impactful solutions for global organizations.">Key Responsibilities:Implement and configure SuccessFactors Global...

  • Emerging Health-Tech Investments Specialist

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 40,00,000

    At the forefront of emerging health-tech innovations, we're seeking a highly analytical professional to join our team as an Investment Expert. This key role involves meticulous analysis of investments, utilizing advanced financial modeling and portfolio management techniques to inform strategic decisions.The Investment Expert will be responsible for...

  • Financial Industry Expert

    2 weeks ago

    Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Wealth Management Expertise RequiredWe are seeking a highly skilled Wealth Management Subject Matter Expert to guide the successful implementation of a Digital Wealth platform.The ideal candidate will have a deep understanding of private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is...

  • Investment Portfolio Specialist

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Senior Investment Analyst PositionWe are seeking a skilled and experienced investment professional to join our research team. The ideal candidate will be responsible for conducting in-depth analysis of mutual funds, portfolio management services, and alternative investment funds in India.Key ResponsibilitiesInvestment Analysis: Track, analyze, and evaluate...

  • Private Company Sourcing Investment Expert

    2 weeks ago

    Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    About UsAt Precize, we envision a future where accessing private markets is as seamless as navigating the public markets—an open environment that transcends traditional investing.Job Description:We are seeking an Investment Analyst focused on sourcing and evaluating private companies, especially those with shares in demat form or approaching listing...

  • Oracle HCM Global Expert

    1 week ago

    Thiruvananthapuram, Kerala, India beBeeImplementation Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Global Oracle HCM Implementation ExpertThe ideal candidate will possess a deep understanding of HR processes and best practices, as well as a strong knowledge of HR technology solutions and shared services functions.In this key role, you will oversee the end-to-end deployment/updating/customization and integration of Oracle HCM all modules globally. You will...

  • Global Trade Compliance Expert

    2 weeks ago

    Thiruvananthapuram, Kerala, India beBeeCompliance Full time

    Job Position OverviewSAP GTS Functional Analyst - Global Trade Compliance ExpertThis is a critical role that requires an individual with extensive experience in SAP GTS and global trade compliance regulations. The successful candidate will be responsible for leading the implementation and support of SAP projects based on S4 Hana technology.The ideal...