Wealth Management Strategist

14 hours ago

Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,30,00,000
Unlock Global Investment Opportunities

Borderless is a platform that empowers retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US. Our data-driven platform provides insights and automated research to help make smarter investment decisions.

The Director of Wealth at Borderless will drive the development and expansion of Borderless's wealth management division. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.

Key Responsibilities:

  • Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.
  • Collaborate with channel partners to bring global investing products to their clients via their relationship managers and advisors.
  • 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.
  • Oversee client portfolios and present global asset classes that clients may find interesting.
  • Work with Product Research teams to stay ahead of global market trends, regulatory changes, and emerging investment opportunities.
  • Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture.

Qualifications & Experience:

  • 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, with at least 3+ years in a leadership role.
  • Strong expertise in global investment products, asset allocation, and portfolio management strategies.
  • Demonstrated ability to build and maintain relationships with high-net-worth individuals and institutional clients.
  • Knowledge of compliance frameworks, risk management, and regulatory standards.
  • Professional certifications such as CFA, CFP, or equivalent are highly desirable.
  • Excellent leadership, communication, and analytical skills.

  • Senior Wealth Manager

    23 hours ago

    Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 75,00,000 - ₹ 5,00,00,000

    **Job Opportunity:** Senior Wealth ManagerOur organization seeks a skilled and experienced professional to join our wealth management team.Main Responsibilities:Client Acquisition & Relationship Management: Establish and maintain relationships with high net worth individuals (HNIs) and family offices.Investment Advisory & Product Distribution: Provide expert...

  • Expert Wealth Manager

    1 week ago

    Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Personalized Wealth Management StrategiesWe provide tailored wealth management solutions designed to meet the unique financial needs and goals of our clients.Portfolio OptimizationMutual Funds InvestmentFixed Income SecuritiesEstate Planning ServicesInsurance SolutionsOur team takes a collaborative approach, emphasizing transparency, client focus, and...

  • Experienced Wealth Manager

    6 days ago

    Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

    We are seeking an experienced Wealth Manager to join our team of professionals. The successful candidate will have a proven track record of managing high net worth clients and delivering personalized wealth management services.The ideal candidate will possess excellent numerical and analytical skills, with a strong attention to detail and ability to provide...

  • Senior Wealth Management Specialist

    2 days ago

    Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Role:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key Responsibilities:Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates with clients to ensure...

  • Financial Growth Strategist

    7 days ago

    Bareilly, Uttar Pradesh, India beBeeBusinessDevelopment Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Job Title: Financial Growth StrategistWe're seeking a highly skilled Financial Growth Strategist to join our team in Gift City, Gandhinagar. As a key member of our organization, you will be responsible for building strong partnerships with wealth managers, IFAs & institutions.Your primary objective will be to work across investment products, startup funding...

  • Financial Industry Professional

    4 days ago

    Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 20,00,000 - ₹ 25,00,000

    Wealth Management ExpertiseThe role of a Wealth Management Subject Matter Expert is pivotal in guiding the implementation of a Digital Wealth platform. The successful candidate will possess deep domain knowledge in private banking and wealth management, ensuring that business requirements are accurately captured and regulatory compliance is maintained.Key...

  • Senior Business Strategist

    2 days ago

    Bareilly, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Opportunity:Sr Manager/ Chief Manager- Wealth ManagementAs a seasoned Senior Manager/Chief Manager, you will be responsible for delivering exceptional solutions to clients based on their unique requirements.Develop and provide bespoke solutions to clients based on their needs.Ensure timely and regular follow-up with leads, effectively utilizing broadcast...

  • Personal Wealth Manager

    17 hours ago

    Bareilly, Uttar Pradesh, India beBeeFinancialPlanning Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and investment management.In this role, you will be responsible for managing day-to-day financial planning tasks, including investment management and asset allocation. You will work...

  • Wealth Acquisition Expert

    4 days ago

    Bareilly, Uttar Pradesh, India beBeeInvestor Full time ₹ 60,00,000 - ₹ 1,20,00,000

    High Net Worth Investor Acquisitions SpecialistWe are seeking a highly motivated High Net Worth Investor Acquisitions Specialist with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs).Key Responsibilities:Prospecting & Lead GenerationIdentify and engage with HNI clients interested in real estate investments.Generate leads...

  • Executive Director of Private Wealth Services

    1 day ago

    Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 5,00,00,000 - ₹ 6,50,00,000

    Senior Wealth Management ProfessionalWe are seeking an experienced senior wealth management professional to lead our efforts in Bangalore. The ideal candidate will have a strong personal network, deep product knowledge, and a track record of building long-term client relationships.The successful candidate will be responsible for managing a portfolio of...