Chief Investment Strategist

24 hours ago

Bellary, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Unlock Global Investment Opportunities

At Borderless, we empower retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US.

Our data-driven platform provides insights and automated research to help you make smarter investment decisions. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends—without the guesswork.

Key Responsibilities:
  • Strategic Leadership: Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.
  • Distributor Management: Collaborate with channel partners to bring global investing products to their clients via 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.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

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