Global Wealth Strategist

21 hours ago

Bhavnagar, Gujarat, India beBeeInvestment Full time US$ 15,00,000 - US$ 20,00,000
Wealth Management Leader

Unlock global investment opportunities with a platform that empowers retail investors to easily invest in mature markets.

  • Create high-quality investment solutions and client-centric financial plans.
  • Develop a deep understanding of portfolio management, regulatory compliance, and investment advisory.

Responsibilities:

  • Strategic Leadership: Develop and implement a wealth management strategy aligning with the company's global investment vision.
  • Distributor Management: Work with channel partners to bring global investing products to clients via relationship managers and advisors.
  • Client Advisory & Relationship Management: Serve as a trusted advisor to high-net-worth individuals and institutional clients.
  • Portfolio & Investment Management: Oversee client portfolios and present global asset classes.
  • Market Research & Product Insights: Stay ahead of global market trends and regulatory changes.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors.

Qualifications & Experience:

  • 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.

What We Offer:

  • A collaborative and supportive team environment.
  • Exciting growth opportunities in an innovative fintech space.
  • Dynamic and fun work atmosphere.
  • Industry-leading compensation package.

Join Our Team: Be part of something transformative. Help us make global investing more accessible and exciting for everyone.

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