Global Investor Strategy Lead

1 day ago

Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Lead Investor Services

Borderless is looking for an experienced Director of Wealth to drive the growth and expansion of its wealth management division. This key role will be responsible for developing and implementing high-quality investment solutions and client-centric financial planning.

The ideal candidate will have a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as strong leadership skills to manage a team of relationship professionals.

  • Strategic Leadership: Develop and implement Borderless's wealth management strategy, aligning with the company's global investment vision.
  • Distributor Management: Work with large financial services companies in India to 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 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: Stay ahead of global market trends, regulatory changes, and emerging investment opportunities to discover and curate unique global products that suit Borderless's HNI clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Key qualifications include a Bachelor's degree in Finance, Economics, or a related field, MBA or relevant advanced degree preferred, 8+ years of experience in wealth management, investment advisory, or financial services, and at least 3+ years in a leadership role.

This is a unique opportunity to join a fast-paced, exciting fintech platform that is reshaping the future of global investing. If you're proactive and passionate about problem-solving, we'd love to hear from you.

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