Visionary Global Investment Strategist

1 week ago

Dombivli, Maharashtra, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000
Global Investment Leadership Opportunity

Become a pioneer in the field of global investment and lead the development and expansion of our wealth management division. As a seasoned professional, you will be responsible for driving high-quality investment solutions and client-centric financial planning.

  • Key Responsibilities:
  • Develop and implement a comprehensive wealth management strategy that aligns with our global investment vision.
  • Collaborate with channel partners to bring innovative global investing products to their clients via their relationship managers and advisors.
  • Serve as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing expert knowledge and logistics for global diversification of their wealth and investments.
  • Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products.
  • 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
  • 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.
Join Our Vision

Becoming part of our team means contributing to empowering people worldwide with access to global investment opportunities, transforming the way they invest. You'll work alongside driven, passionate colleagues who are dedicated to your success and professional growth, fostering an environment where collaboration thrives. Be part of an innovative platform that is reshaping the future of global investing.

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