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Global Portfolio Strategist

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000
Director of Wealth Management

We are seeking a highly skilled and experienced Director of Wealth Management to drive the development and expansion of our wealth management division. This individual will be responsible for developing and implementing high-quality investment solutions and client-centric financial planning.

This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as the ability to lead a team of relationship professionals.

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our 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 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 clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

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.
  • Professional certifications such as CFA, CFP, or equivalent are highly desirable.
  • Excellent leadership, communication, and analytical skills.
Why Join Us?

We offer a collaborative and supportive team environment, exciting growth opportunities, and a dynamic and fun atmosphere where creativity and innovation flourish. You'll have the chance to contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.