Senior Global Wealth Management Strategist

2 days ago


Navi Mumbai Mumbai Mumbai City, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 28,00,000

Job Overview:

We are seeking a seasoned professional to lead our global wealth management operations. As a Senior Global Wealth Management Strategist, you will be responsible for driving the strategic direction of our wealth management business.

Key Responsibilities:

  • Lead global wealth management operations with a focus on brokerage and fiduciary functions
  • Redefine operating models and drive front office and client engagement strategies
  • Manage operations transformation using RPA, data analytics, and workflow tools
  • Ensure SLA adherence and manage operational risk effectively across processes

Requirements:

  • Graduate with 13–19 years of global wealth/investment banking experience
  • Experience leading large teams (100–120+) across multiple wealth functions
  • Strong knowledge of equities, fixed income, mutual funds, and insurance products
  • FINRA Series 99 certification preferred; US shift availability required

We offer a competitive compensation package that includes benefits such as health insurance, retirement plans, and paid time off. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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