Wealth Management Specialist

Unlock Global Investment OpportunitiesThe 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...

Affluent Wealth Relationship ManagerJob Title: Affluent Wealth Relationship ManagerWe are seeking an experienced and skilled Affluent Wealth Relationship Manager to join our team in a key role.Key Responsibilities:Becoming familiar with the needs and preferences of affluent clients and delivering customized solutions to meet their financial goals.Developing...

Lead Middleware IntegrationsWe are seeking an experienced professional to lead middleware-based API and system integrations for our WealthTech platform. This is a critical leadership role that ensures our core wealth management platform integrates seamlessly with external systems and services.This individual will serve as the bridge between product,...

Financial Services ProfessionalWe are seeking an experienced and skilled Financial Services Professional to join our team. As a Private Banker, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.This role involves working closely with clients to understand their financial goals and providing...

Job Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:• Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.• Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.•...

As a Senior Wealth Management Executive, you will lead a portfolio of high-net-worth clients, offering comprehensive investment advisory and wealth management solutions.This is an individual role requiring strong personal relationships, in-depth product knowledge, and a track record of building long-term client connections while delivering consistent revenue...

Job SummaryWe are seeking a highly skilled Product Trainer to join our team. As a Product Trainer, you will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve High Net Worth Individuals (HNIs) and...

Key Role ResponsibilitiesThis role requires a seasoned wealth management professional to acquire and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs. Key responsibilities include maintaining long-term relationships with clients by offering personalized wealth management solutions, understanding client financial goals and risk appetite...

Advisor Job DescriptionSeeking an experienced Advisor to join our Wealth Advisory team. This role involves trading, order execution, client handling, and cross-selling of wealth & investment products.Key Responsibilities:Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services with a...

We are seeking an exceptional leader to spearhead our wealth management division. As a seasoned professional, you will be responsible for leading a high-performing team of relationship managers and client servicing professionals.Your primary focus will be on acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range...