Unlock Your Potential as a Global Wealth Director

24 hours ago

Pune, Maharashtra, India beBeeDirector Full time ₹ 1,20,00,000 - ₹ 2,25,00,000
Unlock Global Wealth Management Opportunities

As a Director of Wealth, you will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.

Key Responsibilities:
  • Strategic Leadership: Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.
  • Distributor Management: Work with channel partners to bring global investing products to their clients via relationship managers and advisors.
  • Client Advisory & Relationship Management: 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.
  • 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: Work with product research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Requirements:

  • Bachelor's degree in finance or economics; 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 or CFP are highly desirable.
  • Excellent leadership, communication, and analytical skills.
About Our Organization:
  • We empower individuals and family offices in India (including NRIs) to unlock unparalleled global investing opportunities.
  • We offer an industry-best compensation package that reflects the value we place on your skills and contributions.

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