Sr.Manager/AVP - Wealth Management

Company Description

Borderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and analysis, Borderless supports investors in making informed decisions. Funded by experienced investors in the global financial services industry, Borderless enhances portfolio management and investment discovery.

Role Description

This is a full-time on-site role for a Sr. Manager/AVP - Wealth Management located in Mumbai. The candidate will be responsible for managing client portfolios, providing comprehensive wealth management services, developing and implementing financial and investment strategies, and delivering high-quality financial planning solutions. Other tasks include monitoring market trends and conducting thorough research to ensure clients receive the best advice and investment opportunities.

Qualifications

• Expertise in Financial Planning and providing Wealth Management Services
• Strong background in Investments and Investment Management
• Thorough understanding of Finance principles and practices
• Excellent analytical and research skills
• Strong interpersonal and communication skills
• Bachelor's degree in Finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFA, CFP) are a plus
• At least 5-7 years of experience in wealth management or related fields
• Ability to work in a fast-paced environment and manage multiple clients