Unlock Global Investing Opportunities as Director of Wealth

6 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time US$ 1,25,000 - US$ 1,75,000
Director of Wealth Management Opportunity

This is a pivotal role for an experienced wealth management professional to 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 our wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with channel partners to 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 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.
  • 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:

  • Dynamic and fun environment with opportunities for growth and innovation.
  • Collaborative and supportive team dedicated to your success and professional growth.
  • Industry-leading compensation package reflecting the value we place on your skills and contributions.
Why Join Us?

At our company, you'll play a pivotal role in helping individuals and family offices unlock unparalleled global investing opportunities. Our mission is to empower people worldwide with access to global investment opportunities, transforming the way they invest. We're looking for passionate professionals who share our vision and want to be part of something transformative.

Apply now if you're proactive and passionate about problem-solving, and have a strong track record of delivering results in wealth management and financial services.

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