Wealth Strategy Leader

4 days ago

Chennai, Tamil Nadu, India beBeeInvestment Full time US$ 1,00,000 - US$ 1,50,000
Strategic Leadership Role

We are seeking a skilled professional to lead the development and expansion of our wealth management division. This role will focus on creating high-quality investment solutions and delivering exceptional client-centric financial planning.

  • Lead Strategic Development: Develop and implement a comprehensive strategy for Borderless's wealth management division, aligning with the company's global investment vision.
  • Collaborate with Partners: Work closely with channel partners to bring global investing products to their clients through relationship managers and advisors.
  • Client Advisory & Relationship Management: Provide trusted advisory services to high-net-worth individuals and institutional clients, offering knowledge and logistics for global diversification of their wealth and investments.
  • Portfolio & Investment Management: Oversee client portfolios, present global asset classes, and assist in making and managing investments in identified products.
  • Market Research & Product Insights: Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover unique global products for Borderless's HNI clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

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