Global Wealth Manager

15 hours ago

Varanasi, Uttar Pradesh, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,40,000
Unlock Global Investment Opportunities

The Director of Wealth at Borderless will drive the development and expansion of our 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 leadership skills.

Key Responsibilities:
  • Strategic Leadership: Develop and implement Borderless's wealth management strategy, aligning with our global investment vision.
  • Distributor Management: Work with our channel partners 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, and help clients 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 unique global products for our HNI clientele.
  • Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

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