Unlock Global Wealth Opportunities

2 days ago

Kozhikode, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Global Investment Opportunities Lead

We are seeking a seasoned professional to drive the development and expansion of our wealth management division. The successful candidate will be responsible for delivering high-quality investment solutions and client-centric financial planning.

The ideal candidate will have a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as excellent leadership skills to lead a team of relationship professionals.

  • Strategic Leadership: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our channel partners to help them bring global investing products to their clients via their relationship managers and advisors.
  • Client Advisory & Relationship Management: 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.
  • Portfolio & Investment Management: Oversee client portfolios, present global asset classes that clients may find interesting and help them make and manage investments in identified products.
  • Market Research & Product Insights: Work with our 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.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Qualifications & Experience:

  • A bachelor's degree in finance, economics, or a related field; an MBA or relevant advanced degree is 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.

Benefits:

  • A dynamic and supportive work environment that fosters collaboration and innovation.
  • A competitive compensation package that reflects the value we place on your skills and contributions.
  • Opportunities for professional growth and development, including training and mentoring programs.
  • A chance to contribute to empowering people worldwide with access to global investment opportunities.

How to Apply:

Please submit your application, including your CV and cover letter, to us.

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