The Wealth Manager will drive AUM growth and expansion of Borderless distribution network. This is a revenue-focused role requiring strong partner acquisition, relationship management, and global investment advisory capabilities.
Key Responsibilities
- Drive AUM growth through partner channels and direct client engagement
- Onboard and activate new distribution partners (wealth firms, IFAs, private banks, RIAs)
- Grow wallet share and productivity of existing partners
- Support HNIs and institutions with global diversification strategies
- Present relevant global investment opportunities and assist in execution
- Work with research and product teams to stay ahead of market trends
- Track pipeline, inflows, and partner performance metrics
Requirements
- Bachelor's degree in Finance/Economics; MBA preferred
- 6+ years in wealth management and partner onboarding
- Proven track record of partner acquisition and AUM growth
- Strong understanding of global investment products
- Experience working with HNIs and distributor networks
- CFA/CFP or equivalent preferred
