Stockal - Director - Wealth Management

Who are we?

Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. 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 trends without 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 Director of Wealth at Borderless will drive the development and expansion of Borderless 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.

Qualifications & Experience :

Join Our Team and Make a Global Impact

At Borderless, you'll play a pivotal role in helping individuals and family offices in India (including NRIs) unlock unparalleled global investing opportunities. Here's what makes us unique :

ref : iimjobs.com)