The Director of Wealth at Borderless will drive the development and expansion of the Borderless 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. Responsibilities Strategic Leadership: Develop and implement a Borderless wealth management strategy, aligning with the company's global investment vision. Distributor Management: Work with Borderless 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 HNI clientele. Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture. Requirements 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. This job was posted by Nayana K from Stockal.
Selected Intern's Day-to-day Responsibilities Include Assist in recruitment by screening resumes, scheduling interviews, and coordinating with candidates. Support employee engagement activities and maintain HR records. Help with organizing HR-related documents and data. Provide administrative support to the HR team. Collaborate with team members on HR initiatives and projects. About Company: Stockal helps retail investors in India, the Middle East, and Southeast Asia globalize their savings and wealth by saving and/or investing money in mature international markets such as the US. Through Stockal, individuals can digitally open, own, and operate overseas investment accounts, making it both digital and affordable. Additionally, investing on Stockal is supported by big data-based automated research and analysis, which aids investors in making smarter investment decisions. Stockal helps manage portfolios more effectively, track their health, make informed investment choices, and discover interesting stocks and investing themes daily. This eliminates the need to sift through extensive data or rely on unreliable guesswork. Stockal is funded by investors with deep expertise and extensive experience in the global financial services industry.
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.,
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.,
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 portfolios health, discover new stocks, and stay ahead of global investment trendswithout 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 Borderlesss 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 Borderlesss wealth management strategy, aligning with the companys global investment vision. Distributor Management: Work with Borderlesss 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 Borderlesss HNI clientele. Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a high-performance culture. Qualifications & Experience: Bachelors 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&aposll play a pivotal role in helping individuals and family offices in India (including NRIs) unlock unparalleled global investing opportunities. Here&aposs 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&aposre proactive and passionate about problem-solving, we&aposd love to hear from you. Please drop your CV to [HIDDEN TEXT]. Help us make global investing more accessible, exciting, and easy for everyone! Show more Show less