Director Wealth Management

As the Director of Wealth at Borderless, your primary responsibility will be to drive the development and expansion of the Borderless wealth management division. This role entails ensuring the delivery of high-quality investment solutions and client-centric financial planning services. To excel in this position, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you will be leading a team of relationship professionals, guiding and supporting them in their roles. Your key responsibilities will include: - Strategic Leadership: Develop and implement a wealth management strategy that aligns with Borderless" global investment vision. - Distributor Management: Collaborate with Borderless channel partners, typically large financial services companies in India, to facilitate the introduction of global investing products to their clients through relationship managers and advisors. - Client Advisory & Relationship Management: Act as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, offering expertise on global wealth diversification and investment opportunities. - Portfolio & Investment Management: Supervise client portfolios, introduce them to global asset classes, and assist in making and managing investments in identified products. - Market Research & Product Insights: Work closely with Product Research teams to anticipate global market trends, regulatory changes, and emerging investment opportunities. This will involve curating unique global products tailored to Borderless" HNI clientele. - Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a culture of high performance and professional growth. To be considered for this role, you should meet the following requirements: - Hold a Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred. - Have at least 8 years of experience in wealth management, investment advisory, or financial services, with a minimum of 3 years in a leadership position. - Possess strong expertise in global investment products, asset allocation, and portfolio management strategies. - Demonstrate a proven track record of building and maintaining relationships with high-net-worth individuals and institutional clients. - Exhibit knowledge of compliance frameworks, risk management, and regulatory standards. - Hold professional certifications such as CFA, CFP, or equivalent, which are highly desirable. - Showcase excellent leadership, communication, and analytical skills. This job opportunity was posted by Nayana K from Stockal.,