Global Wealth Leader

19 hours ago

Bharatpur, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Key Wealth Management Leadership Opportunity

We are seeking a seasoned and highly skilled professional to drive the development and expansion of our wealth management division.

The successful candidate will be responsible for driving high-quality investment solutions and client-centric financial planning, requiring a deep understanding of portfolio management, regulatory compliance, and investment advisory.

  • Strategic Vision: Develop and implement our wealth management strategy, aligning with our global investment vision.
  • 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: Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.

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.

Preferred Qualifications:

  • Professional certifications such as CFA, CFP, or equivalent.
  • Excellent leadership, communication, and analytical skills.

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