Strategic Wealth Manager

1 day ago

Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,60,00,000
Global Investing Strategist

Unlock global investment opportunities with our data-driven platform, which empowers you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends—without the guesswork.

As a Global Investing Strategist at our company, you will drive the development and expansion of our 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:

  • Develop and implement strategic partnerships with distributors to bring global investing products to clients via their relationship managers and advisors.
  • Provide expert advice to high-net-worth individuals (HNIs) and institutional clients on global diversification of their wealth and investments.
  • Oversee client portfolios, present global asset classes that clients may find interesting, and help them make and manage investments in identified products.
  • Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit our HNI clientele.
  • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Requirements & Qualifications:

  • 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 HNIs 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.

What You'll Get:

  • A dynamic and fun environment where creativity and innovation flourish.
  • Industry-leading compensation that reflects the value we place on your skills and contributions.
  • Opportunities for growth and professional development in a rapidly evolving industry.

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