Unlock Global Investment Opportunities

2 weeks ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,70,00,000
Global Wealth Director

Empower individuals and family offices in India to unlock global investing opportunities.

  • Job Summary
  • Drive the development and expansion of wealth management division, ensuring high-quality investment solutions and client-centric financial planning.
  • Develop and implement a wealth management strategy, aligning with the company's global investment vision.
  • Work with channel partners to bring global investing products to clients via 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, 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 the 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.
Benefits
  • A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities.
  • A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth.
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing.
  • A Dynamic and Fun Environment: Embrace the fast-paced, exciting culture of a startup that is pushing boundaries in the fintech space.

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