Job Description
We are looking for an energetic Wealth Manager to join our team! As a Wealth RM, you will be responsible for conducting market research and building client relationships.
We're looking for a dynamic go-getter who can blend financial expertise with strategic thinking and relationship-building skills. If you love numbers, investments, and working with high-profile clients, this role is for you!
What You'll Be Doing :
Craft and execute game-changing sales strategies.
Keep a close eye on investment trends and market movements.
Partner with HNI/UHNI clients to optimize their portfolios like a pro.
Lead engaging training sessions and refreshers for partners.
Collaborate with senior management to keep stakeholders updated.
Document the sales process and seal the deal with confidence.
Create compelling proposals and presentations that leave an impact.
Apply for this Position
Ready to join Borderless? Click the button below to submit your application.
Submit Application