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.

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