Website:
borderless.world
Job details:
Company Description
Borderless is a global retail banking platform designed for residents of emerging markets such as India, the Middle East, and Southeast Asia who aspire to build an international lifestyle. The platform offers a seamless and digital experience with features like multi-currency accounts, global investment tools, and cross-border payment capabilities. With support for over 10 currencies and transactions in 40 countries, Borderless empowers users to save, invest, and transfer money effortlessly across borders.
Role Description
This is a full-time, on-site position located in Mumbai for a Sr. Wealth Manager - HNI/UHNI. The role involves providing comprehensive financial planning and investment management solutions tailored to high net worth (HNI) and ultra-high net worth individuals (UHNI). The Sr. Wealth Manager will be responsible for building and maintaining long-term relationships with clients, analyzing financial markets, recommending investment strategies, managing portfolios, and assisting clients with cross-border financial planning. The position also requires collaboration with internal teams to deliver best-in-class service to clients.
Qualifications
- Expertise in Financial Planning and Insurance to deliver tailored wealth management services
- Proficiency in Investment Management and Investments to create and oversee client portfolios
- Strong background and knowledge in Finance to evaluate and recommend optimal financial strategies
- Exceptional analytical and interpersonal skills, with an ability to build trust and rapport
- Bachelor's degree in Finance, Economics, or a related field; certifications such as CFA, CFP, or equivalent are highly regarded
- Proven experience in managing HNI/UHNI clients and familiarity with global financial ecosystems is a plus
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