Wealth Management Director

As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Your key responsibilities will include: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Management: Collaborate with Borderless channel partners, typically large financial services companies in India, to assist them in offering global investing products to their clients through their relationship managers and advisors. - Client Advisory & Relationship Management: Act as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, providing expertise and guidance on global diversification of their wealth and investments. - Portfolio & Investment Management: Oversee client portfolios, introduce global asset classes of interest to clients, and assist them in making and managing investments in identified products. - Market Research & Product Insights: Partner with Product Research teams to stay informed about global market trends, regulatory changes, and emerging investment opportunities. This will enable you to discover and curate 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. To be considered for this role, you should meet the following requirements: - Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred. - Minimum of 8 years of experience in wealth management, investment advisory, or financial services, with at least 3 years in a leadership position. - Strong expertise in global investment products, asset allocation, and portfolio management strategies. - Proven ability to establish and maintain relationships with high-net-worth individuals and institutional clients. - Familiarity with compliance frameworks, risk management, and regulatory standards. - Professional certifications such as CFA, CFP, or equivalent are highly desirable. - Excellent leadership, communication, and analytical skills are essential for success in this role. This job opportunity was posted by Nayana K from Stockal.,