Wealth Relationship Manager

15 hours ago

Mumbai, Maharashtra, India Borderless Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Borderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and analysis, Borderless supports investors in making informed decisions. Funded by experienced investors in the global financial services industry, Borderless enhances portfolio management and investment discovery.

We are looking for an energetic Wealth Manager to join our team As a Wealth RM, you will be responsible for conducting market research and building client relationships.

We're looking for a dynamic go-getter who can blend financial expertise with strategic thinking and relationship-building skills. If you love numbers, investments, and working with high-profile clients, this role is for you

What You'll Be Doing :

Craft and execute game-changing sales strategies.

Keep a close eye on investment trends and market movements.

Partner with HNI/UHNI clients to optimize their portfolios like a pro.

Lead engaging training sessions and refreshers for partners.

Collaborate with senior management to keep stakeholders updated.

Document the sales process and seal the deal with confidence.

Create compelling proposals and presentations that leave an impact.

What We're Looking For :

A Bachelor's degree in Finance (Master's preferred—extra brownie points).

A solid grasp of global investing and market dynamics.

At least 4 year of experience in wealth management, portfolio analysis, advisory, private banking or related field.

Stellar communication skills—both written and spoken.

A natural ability to build and nurture client relationships.

Confidence to deliver powerful presentations.

If this sounds like you, we'd love to have you on board Apply now and let's make big things happen together.

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