Director Wealth Management

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.