Global Wealth Strategist

9 hours ago

Shimoga, Karnataka, India beBeeWealthManagement Full time US$ 1,20,000 - US$ 1,70,000

Unlock global investment opportunities with a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets.

A data-driven approach empowers you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends—without the guesswork.

This position drives the development and expansion of a wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

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

  • Develop and implement a wealth management strategy, aligning with a global investment vision.
  • Work with partners to bring global investing products to clients via their relationship managers and advisors.
  • 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.
  • 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 HNI clientele.
  • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

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.

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