
Global Investing Expert
1 week ago
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.
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.
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.
This is a challenging yet rewarding opportunity to contribute to empowering people worldwide with access to global investment opportunities.
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