Global Wealth Strategist

5 days ago

Thāne, Maharashtra, India beBeeInvestment Full time US$ 1,50,000 - US$ 2,00,000

Unlock Global Investment Opportunities

As a leader in the field of wealth management, you will have the opportunity to empower retail investors in key regions to invest in mature markets. Our data-driven platform enables users to make informed investment decisions with insights and automated research.

Key responsibilities include:

  • Strategic Leadership: Develop and implement a strategy for wealth management that aligns with the company's global investment vision.
  • Distributor Management: Work with channel partners to bring global investing products to their clients through 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, and help clients 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 for high-net-worth clients.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

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