Global Wealth Strategist

10 hours ago

Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time US$ 1,20,000 - US$ 1,80,000

Job Title: Global Wealth Strategist

">About the Role

The Director of Wealth at a leading fintech company will drive the development and expansion of its wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

">Key Responsibilities:
  • Strategic Leadership: Develop and implement the company's wealth management strategy, aligning with its global investment vision.
  • Distributor Management: Work with 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: Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit the company's HNI clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.
About You

To be successful in this role, you'll need:

  • 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 HNIs 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.
We Offer

A dynamic and fun work environment that encourages collaboration and innovation. You'll have the opportunity to:

  • Contribute to empowering people worldwide with access to global investment opportunities.
  • Work alongside driven, passionate colleagues who are dedicated to your success and professional growth.
  • Be part of an innovative platform that is reshaping the future of global investing.
Why Join Us?

We're looking for proactive and passionate problem-solvers who want to make a global impact. If you're up for the challenge, we'd love to hear from you.

  • Wealth Growth Expert

    1 week ago

    Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,01,00,000

    Wealth StrategistDeliver high-net-worth client growth and retention through asset acquisition, portfolio management, and relationship building.Key Responsibilities:Drive client engagement and deepen relationships to maximize assets under management.Advise clients on investment strategies and financial portfolio management.Maintain a deep understanding of the...

  • Global Market Developer

    2 days ago

    Rajahmundry, Andhra Pradesh, India beBeeExpansion Full time ₹ 9,87,654 - ₹ 12,34,567

    Global Expansion StrategistWe are seeking an experienced professional to spearhead our global marketplace expansion initiative for beauty oils.This is a hands-on, high-impact role where your work will shape our global expansion roadmap. You will be responsible for launching our products in new marketplaces, handling regulatory compliance and onboarding, and...

  • Global Communications Specialist

    4 weeks ago

    Rajahmundry, Andhra Pradesh, India Insight Global Full time

    Job Title: Global Communications SpecialistLocation: Remote in IndiaShift: 24x7 Team (can only hire someone that's 100% flexible on shifts) Want to be part of an amazing team, hell-bent on crafting a better future? We're always looking for creative people who care We are analysts. Creators. Designers. Doers. Dreamers. Explorers. Geeks. Hipsters. Leaders....

  • Global Market Portfolio Manager

    7 days ago

    Rajahmundry, Andhra Pradesh, India beBeeTrading Full time ₹ 2,40,000 - ₹ 3,60,000

    Market Strategist OpportunityWe are committed to developing the next generation of market professionals.As a Market Analyst Intern, you will collaborate closely with senior traders and strategists to gain hands-on experience in analyzing, designing, and managing portfolios across global markets.Monitor and analyze real-time market trends in forex,...

  • Infrastructure Strategist

    7 days ago

    Rajahmundry, Andhra Pradesh, India beBeeinfrastructure Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Summary:We are seeking an experienced Infrastructure Strategist to lead the design, optimization, and automation of our global infrastructure.Key Responsibilities:Create and implement advanced features for resource sharing, preemption, and global tool license management.Transform our infrastructure setup to optimize resource usage across worldwide...

  • Senior Manager Intellectual Property Position

    3 days ago

    Rajahmundry, Andhra Pradesh, India beBeeStrategist Full time ₹ 30,00,000 - ₹ 35,00,000

    We are partnering with a global leader in pharmaceuticals to identify an IP Strategist.This position will be responsible for leading a team of 5-8 professionals and reporting to the Head of Intellectual Property.The IP Strategist will work on various Intellectual Property matters, including product clearance, patent filing and prosecution, patent litigation,...

  • Chief Weath Strategist

    2 days ago

    Rajahmundry, Andhra Pradesh, India beBeeSeniorManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Wealth Management RoleAs a seasoned Senior Manager or Chief Manager in Wealth Management, you will lead our team with expertise in financial planning and investment advisory. This is an exceptional opportunity to leverage your skills and experience in driving business growth through AUM generation.

  • Global Business Strategist

    7 days ago

    Rajahmundry, Andhra Pradesh, India beBeeFinancialAnalyst Full time US$ 10,00,000 - US$ 15,00,000

    About UsWe are a global financial institution with a presence in over 40 markets. Our parent company is one of the world's leading financial groups, with a history spanning over 360 years. We have a network of over 120,000 employees and offer a wide range of financial products and services to businesses, governments, and individuals worldwide.Our goal is to...

  • Digital Growth Strategist

    2 days ago

    Rajahmundry, Andhra Pradesh, India beBeeDigitalGrowth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Digital Growth StrategistAbout UsWe have a legacy of over 30 years, evolving from an antivirus start-up to a globally respected cybersecurity solutions provider.Our mission - Innovate. Simplify. Secure. drives everything we do.We are home to India's largest indigenous malware and threat research lab, and the creators of industry-first innovations like...

  • Global Business Strategist

    2 days ago

    Rajahmundry, Andhra Pradesh, India beBeeExpansion Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    International Business Expansion OpportunityWe are seeking a seasoned professional to spearhead our international business expansion, particularly in India's premium tea and wellness market.This exciting opportunity offers a unique chance to co-create a global brand as a strategic partner. You will play a pivotal role in scaling our business across multiple...