
Global Investment Leader
2 days ago
We are seeking an experienced professional to drive the development and expansion of our wealth management division.
The successful candidate will be responsible for developing and implementing our wealth management strategy, aligning with our global investment vision.
- Develop strategic partnerships with financial institutions to bring global investing products to their clients.
- 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.
- Oversee client portfolios, presenting global asset classes that clients may find interesting and helping them make and manage investments in identified products.
- Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.
- Lead a team of wealth advisors, fostering a high-performance culture.
Required qualifications include:
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 high-net-worth individuals and institutional clients.
Bonus: We value continuous learning and offer training programs for personal and professional growth.
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