
Global Investing Opportunities Leader
23 hours ago
Unlock Global Investing Opportunities
The Director of Wealth will drive the development and expansion of Borderless's 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 the ability to lead a team of relationship professionals.
Key Responsibilities:
- 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 help them 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 (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 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.
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.
Why Choose Us?
A Global Impact: Contribute to empowering people worldwide with access to global investment opportunities, transforming the way they invest.
A Collaborative and Supportive Team: Work alongside driven, passionate colleagues who are dedicated to your success and professional growth, fostering an environment where collaboration thrives.
Exciting Growth: Be part of an innovative platform that is reshaping the future of global investing. Every day brings new challenges and opportunities to drive change.
A Dynamic and Fun Environment: Embrace the fast-paced, exciting culture of a startup that is pushing boundaries in the fintech space. We believe in working hard, playing hard, and maintaining a fun atmosphere where creativity and innovation flourish.
-
Global Investment Strategist
1 week ago
Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,20,50,000 - ₹ 2,31,10,000Role Summary:We are seeking a highly skilled Investment Promoter to play a key role in promoting international markets as attractive investment destinations to Indian companies and conglomerates.This is a high-visibility, strategic position contributing to cross-border investment promotion and international business expansion.You will be responsible for...
-
Research Investment Opportunities
1 week ago
Mangalore, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Investment Researcher OpportunityWe are seeking a highly motivated investment researcher to join our team. The role will focus on supporting investment decisions and monitoring investments made into startups and privately held US companies.Conduct market research, competitive analysis, and industry deep-dives on startups and private companies.Build and...
-
Global Investment Strategies Analyst
4 days ago
Mangalore, Karnataka, India beBeeProductivity Full time ₹ 15,00,000 - ₹ 25,00,000Quantitative Product SpecialistWe are seeking a talented Quantitative Product Specialist to join our investment team and support innovative global strategies. This role combines quantitative and analytical support with client-facing responsibilities.The ideal candidate will have excellent academic credentials in a quantitative, technical, finance, or...
-
Senior Investment Professional
2 days ago
Mangalore, Karnataka, India beBeeInvestment Full time US$ 1,50,000 - US$ 2,50,000About the Role">We are seeking an exceptional professional to join our investments team, supporting analysis and research at every stage of the investment decision-making process. This role will be based in Gurgaon and involve working with a portfolio of clients.">The incumbent in this role should have a strong understanding of Global Capital Markets and a...
-
Investment Opportunities Executive
1 week ago
Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,75,00,000 - ₹ 2,51,00,000We are seeking a seasoned Investment Banking Professional with a strong track record in Mergers and Acquisitions, Fundraising, and Corporate Finance.Our ideal candidate will have extensive experience in deal execution, client management, and strategic growth.Key ResponsibilitiesLead transaction management from due diligence to closing documentation.Execute...
-
Visionary Leader in Global Foresight
1 week ago
Mangalore, Karnataka, India beBeeForesighter Full time ₹ 20,00,000 - ₹ 25,00,000Leadership Opportunity in Strategic ForesightThe role of Chair in Innovation & Foresight Studies is a prestigious position that enables Woxsen to establish itself as a thought-leader in shaping strategies for emerging global challenges.The successful candidate will be responsible for leading Woxsen's efforts in future studies, scenario planning, and global...
-
Opportunity for Property Investment Specialist
11 hours ago
Mangalore, Karnataka, India beBeePropertyInvestment Full time ₹ 9,00,000 - ₹ 12,00,000Job OverviewWe are seeking a highly skilled Property Investment Specialist to evaluate property opportunities with precision and professionalism.Key Responsibilities:Evaluating residential and commercial property dealsReviewing floor plans, energy performance certificates, comparable data, agent documents, and other key informationCalculating key metrics:...
-
Global Human Resources Leader
1 day ago
Mangalore, Karnataka, India beBeeGlobalHrLeader Full time ₹ 18,00,000 - ₹ 27,00,000Job Title: Global Human Resources LeaderThe company requires a professional to oversee HR operations globally, ensuring high-quality service delivery and compliance with labor laws.This role involves managing end-to-end HR processes including onboarding, payroll, benefits, and employee lifecycle. The ideal candidate will drive harmonization of HR processes,...
-
Strategic Investment Manager
1 week ago
Mangalore, Karnataka, India beBeeInvestor Full time US$ 1,80,000 - US$ 2,00,000Investment OpportunitiesWe are driving innovation in the industry by developing new and forward-thinking solutions to help clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering various ways to support investors in making progress toward their objectives.Our global teams bring expertise...
-
Senior Investment Operations Manager
7 days ago
Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,54,57,200 - ₹ 2,03,05,150Job Title: Investment Management LeaderThis role is responsible for overseeing a team of professionals involved in alternative investment operations. Key responsibilities include developing and implementing operational strategies, managing financial reporting, sourcing vendors, and ensuring due diligence of external investment managers.About the Role:Lead a...