Unlock Global Wealth as a Senior Investment Leader

1 day ago

Hubli, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Global Investment Opportunities Executive

The Global Investment Opportunities Executive will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:
  • Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Work with channel partners - typically large financial services companies - to help them bring global investing products to their clients via their relationship managers and advisors.
  • 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.
  • Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products.
  • 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 HNI clientele.
  • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.
Qualifications & Experience:
  • 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 Work With Us?

We're a growth-stage start-up with lots of exciting milestones ahead. Our unique value proposition includes:

  • A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.
  • A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth, fostering an environment where collaboration thrives.
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing. Every day brings new challenges and opportunities to drive change.
  • A Dynamic and Fun Environment: Embrace the fast-paced, exciting culture of a start-up that is pushing boundaries in the fintech space. We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish.
  • A World of Opportunities: As part of our team, you'll have access to a wide range of training and development opportunities to help you grow professionally and personally.

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