Sr. Associate/Manager - Wealth Management

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.

Borderless helps retail investors in India, Middle East and South East Asia 'globalize' their savings and wealth by saving and/or investing money in mature international markets such as US. Using Borderless, people can, digitally, open, own and operate overseas investing accounts - digitally and affordably. Additionally, investing on Borderless is backed by big data-based automated research and analysis that helps investors make smarter investing decisions. Borderless helps you manage your portfolio better, keep track of its health, make better investing decisions and discover interesting stocks and investing themes every day so that you don't have to scour through reams of data or depend on unreliable guesswork.Borderless is funded by investors with deep backgrounds, and rich experience, in the global financial services industry.

Requirements

What We're Looking For :

• A Bachelor's degree in Finance (Master's preferred—extra brownie points!).

• A solid grasp of global investing and market dynamics.

• At least 3 year of experience in wealth management, portfolio analysis, advisory, private banking or related field.

• Stellar communication skills—both written and spoken.

• A natural ability to build and nurture client relationships.

• Confidence to deliver powerful presentations.

Skills Required
Market Research, Private Banking, Portfolio Analysis, Wealth Management, Advisory