Director/AVP - Wealth Management

Who are we?

Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably.

Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment trends—without the guesswork. Backed by investors like July Ventures, Arora Ventures, Cadenza and HDFC, Stockal offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter? Stockal makes it easy.

Role Overview:

The Director of Wealth at Borderless 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 Borderless's channel partners - typically 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.

Join Our Team and Make a Global Impact - We are a growth stage start up with lots of exciting milestones ahead

At Borderless, you'll play a pivotal role in helping individuals and family offices in India (including NRIs) unlock unparalleled global investing opportunities. Here's what makes us unique:

• 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.
• Industry-Leading Compensation: We offer an industry-best compensation package that reflects the value we place on your skills and contributions. Your hard work and dedication will be rewarded generously.

Ready to be part of something transformative? If you're proactive and passionate about problem-solving, we'd love to hear from you. Please drop your CV to Help us make global investing more accessible, exciting, and easy for everyone