Strategic Investment Director

15 hours ago

Alwar, Rajasthan, India beBeeInvestment Full time ₹ 12,49,999 - ₹ 24,99,999
Portfolio Manager

Stellar Capital Management's mission is to deliver exceptional investment management for discerning individuals.

Our team leverages advanced AI and institutional-grade quantitative research to help clients achieve their financial objectives.

By focusing on true risk diversification and a holistic approach, our clients experience personalized investment management with unparalleled transparency and convenience.

  • Develop strategic relationships with HNI/UHNI investors and family offices through consultative sales and business development
  • Own the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building
  • Communicate investment strategies clearly, emphasizing our unique hyper-personalization, goal-focused, and quant & AI-driven approach
  • Collect structured client feedback and collaborate with product and quant teams to influence product direction
Preferred Background
  • 5+ years in wealth management, PMS/AIF advisory, or private banking with a strong academic background from premier institutions
  • Willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification
  • Demonstrated success managing high-net-worth relationships, especially younger or tech-savvy clients
  • AI-native productivity, end-to-end ownership, and bias toward action
What We Offer
  • Competitive compensation package
  • Free access to Stellar's employee-only investment fund

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