Driving Global Investing Opportunities

6 hours ago

Kottayam, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Global Wealth Manager

We are seeking a seasoned Global Wealth Manager to spearhead the development and expansion of our wealth management division. This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory.

Key Responsibilities:

  • Strategic Leadership: Develop and implement a global wealth management strategy that aligns with our company's vision.
  • Distributor Management: Collaborate with channel partners to bring global investing products to their clients via 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 that suit our clientele.
  • Team Development: 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.

Join Our Team:

At our organization, you'll play a pivotal role in helping individuals unlock unparalleled global investing opportunities. Here's what makes us unique:

  • 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 startup that is pushing boundaries in the fintech space.

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