Global Wealth Manager

21 hours ago

Alwar, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Unlock Global Investment Opportunities

  • Strategic Leadership Role: We are seeking a seasoned professional to lead the development and expansion of our wealth management division.
  • Key Responsibilities:
    • Develop and implement a comprehensive wealth management strategy, aligning with our global investment vision.
    • Collaborate with channel partners to bring global investing products to clients via their relationship managers and advisors.
    • Serve as a trusted advisor to high-net-worth individuals and institutional clients, providing expert guidance on global diversification of their wealth and investments.
    • Oversee client portfolios, present global asset classes, and help make informed investment decisions in identified products.
    • Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover unique global products.
    • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Requirements

  • Portfolio Management Expertise: A deep understanding of portfolio management, regulatory compliance, and investment advisory is essential for this role.
  • Leadership Skills: Proven leadership abilities, including the capacity to recruit, mentor, and lead a team of wealth advisors, are critical for success in this position.
  • Communication and Interpersonal Skills: Excellent communication and interpersonal skills are required to build strong relationships with clients and internal stakeholders.
  • Business Acumen: A strong understanding of business principles, including financial planning and analysis, is necessary for making informed investment decisions.

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