Wealth Manager

21 hours ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 99,99,999 - ₹ 1,99,99,999
Global Investing Opportunities

Unlock unparalleled global investing opportunities with a cutting-edge platform that empowers retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US.

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

Role Overview:

The Director of Wealth will drive the development and expansion of the wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:

  • Strategic Leadership: Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.
  • Distributor Management: Collaborate with channel partners to help them bring global investing products to their clients via their relationship managers and advisors.
  • Client Advisory & Relationship Management: 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.
  • 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 to discover and curate unique global products that suit the clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Qualifications & Experience:

  • A Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is 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, CFP, or equivalent are highly desirable.
  • Excellent leadership, communication, and analytical skills.

Benefits:

  • A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.
  • A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth, fostering an environment where collaboration thrives.
  • Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing. Every day brings new challenges and opportunities to drive change.
  • A Dynamic and Fun Environment: Embrace the fast-paced, exciting culture of a startup that is pushing boundaries in the fintech space. We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish.

Join Our Community: Ready to be part of something transformative? If you're proactive and passionate about problem-solving, we'd love to hear from you.

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