Global Wealth Strategist

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,75,25,000 - ₹ 2,14,50,000

We are seeking a seasoned professional to drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

The ideal candidate will possess a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as the ability to lead a team of relationship professionals.

  • Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.
  • Collaborate with channel partners to bring global investing products to their clients via their relationship managers and advisors.
  • 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.
  • Work with Product Research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.
  • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Required skills and qualifications:

  • 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.

This is an exceptional opportunity for a talented professional to join our team and drive success in the dynamic world of wealth management.

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