Wealth Manager

Who are we? Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US easily. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolios health, discover new stocks, and stay ahead of global investment trendswithout the guesswork. Backed by investors like July Ventures, Arora Ventures, Cadenza and HDFC, Borderless offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter? Borderless makes it easy. Role Overview: The Sr. Manager/AVP of Wealth at Borderless will drive the development and expansion of Borderlesss 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 Borderless wealth management strategy, aligning with the companys global investment vision. Distributor Management: Work with Borderless channel partners - typically large financial services companies in India - 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 Borderless HNI clientele. Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture. Why Borderless? A Global Impact: Youll help people across Asia, the Middle East, and India unlock global investing opportunities. A Supportive Team: Work with smart, passionate colleagues who are as committed to your growth as you are to theirs. Exciting Growth: Be part of an innovative platform thats changing how people invest globally every day brings new opportunities! A Fun Environment: Work hard, play hard, and enjoy the dynamic culture of a startup thats pushing the boundaries in fintech! Requirements Bachelors 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. Professional certifications such as CFA, CFP, or equivalent are highly desirable. Excellent leadership, communication, and analytical skills.

5+ years
What are we looking for? ● Skills & Experience: Ideally, you’ve got 2-4 years of experience (preferably in financial services) and are great at handling customer queries over phone, email, or chat. ● Customer-Centric Mindset: You’ve got a natural ability to connect with people, solve problems, and make things happen quickly. ● A Team Player: While you’ll be working independently, you’re always ready to collaborate and learn with your team. ● Multitasking Pro: You can juggle multiple tasks, prioritize effectively, and keep your cool even in a fast-paced environment. ● Tech-Savvy: You’re comfortable with tools like MS Office (especially Excel) and can dive into data analysis and interpretation when needed. ● Adaptability: You’re flexible and excited to work in a fast-paced environment, adjusting to rotational shift timings as and when required.