Sr. Manager - Wealth (Business Dev)

Company Description

Borderless is a global retail banking platform designed for residents of emerging markets such as India, the Middle East, and Southeast Asia who embrace an international lifestyle. The platform offers multi-currency accounts, global investing features, and cross-border payment solutions. With Borderless, users can seamlessly save, invest, and make payments in over 10 currencies across 40 countries. Our digital solutions aim to simplify and enhance global financial interactions.

Role Description

We are seeking a Sr. Manager - Wealth (Business Development) for a full-time, on-site role located in Mumbai. Responsibilities include developing and managing wealth management strategies, identifying new business opportunities, and building relationships with clients to drive growth. The Sr. Manager will provide tailored financial planning and investment solutions to meet client needs while ensuring compliance with regulatory guidelines. Leadership and collaboration with internal teams for product innovation and market growth will also be key aspects of this role.

Qualifications

• 5+ years of experience in Investment Management and comprehensive knowledge of Finance
• Familiarity with global investing products
• Excellent communication, interpersonal, and business development abilities
• Previous experience in wealth management or financial services is a plus
• Bachelor's degree in Finance, Economics, or a related field (MBA or equivalent qualification is preferred)