Website:
borderless.world
Job details:
Company Description
Borderless is a global retail banking suite designed for residents of emerging markets such as India, the Middle East, and Southeast Asia who are building international lifestyles. With a wide range of digital services, Borderless enables users to save, invest, and make cross-border payments seamlessly in over 10 currencies across 40 countries. Offering multi-currency accounts, global investing options, and robust payment infrastructure, Borderless is empowering individuals with easy access to global financial tools and services.
Role Description
This is a full-time, on-site role based in Mumbai for a Senior Wealth Manager (Acquisition). The primary responsibilities of the role include developing and maintaining client relationships, creating personalized wealth management strategies, providing financial planning and investment management guidance, and identifying potential clients through strategic acquisition initiatives. The Senior Wealth Manager will also be responsible for staying updated on market trends and financial products to offer informed recommendations and support to clients.
Qualifications
- Proficiency in Financial Planning, Investment Management, and Investments
- Strong knowledge and experience in Finance and Insurance
- Ability to build and maintain strong client relationships
- Exceptional communication and interpersonal skills
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications such as CFP or CFA are a plus
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