Global Investment Leader

13 hours ago

Vijayawada, Andhra Pradesh, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000
Lead Wealth Strategist

Elevate your career as a Lead Wealth Strategist, driving the development and expansion of our wealth management division. As a key player in our team, you will ensure high-quality investment solutions and client-centric financial planning.

  • Develop and implement our wealth management strategy, aligning with our 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 (HNIs) and institutional clients, providing 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.

As a successful Lead Wealth Strategist, you will be responsible for recruiting, mentoring, and leading a team of wealth advisors, fostering a high-performance culture.

  • 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.

This role offers a unique opportunity to grow professionally and personally, working with a talented team of experts who share your passion for delivering exceptional results. Apply now to take your career to the next level.

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