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.,