Global Investment Strategist

7 days ago

Ajmer, Rajasthan, India beBeeLeadership Full time ₹ 8,00,000 - ₹ 12,00,000
Director - Wealth Job Description

The role of the Director of Wealth at our organization involves driving the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:
  • Develop and implement our wealth management strategy, aligning with our global investment vision.
  • Work with channel partners to help them bring global investing products to their clients via their 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 our clientele.
  • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.
Requirements & 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.
Why Join Us?

We offer a dynamic and fun environment where collaboration thrives. Our team is dedicated to your success and professional growth, and we believe in working hard and playing hard.

We empower people worldwide with access to global investment opportunities, transforming the way they invest.

Our platform is reshaping the future of global investing, and every day brings new challenges and opportunities to drive change.

We offer an industry-leading compensation package that reflects the value we place on your skills and contributions.

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