Verified Job
Accounting - Finance
Senior Wealth Manager / Private Banker – HNI & UHNI Client Acquisition (AUM Origination)
Accounting - Finance
#684417
Remote / WFH
Job Description
Company Description
Borderless is a global retail banking and wealth platform built for residents of emerging markets—including India, the Middle East, and Southeast Asia—who are embracing an international lifestyle.
The platform offers multi-currency accounts, global investing capabilities, and cross-border payment infrastructure, enabling clients to save, spend, invest, and manage wealth seamlessly across more than 10 currencies and 40 countries.
Borderless is designed to become the trusted gateway for global investing—helping clients diversify portfolios, access international markets, and manage wealth across borders through a fully digital experience.
Role Description
Borderless is seeking a Senior Wealth Manager / Private Banker – HNI & UHNI Client Acquisition (AUM Origination) for a full-time, on-site role based in Mumbai.
This is a front-office, revenue-generating role focused on bringing fresh assets under management (AUM) onto the platform, ideally suited for professionals currently working in private banking, wealth management, multi-family offices, or investment advisory platforms.
The successful candidate will be responsible for sourcing new client relationships, building a strong investor network, and onboarding high-net-worth and ultra-high-net-worth clients to the Borderless platform.
Candidates with an existing HNI client network strongly preferred.
Platform Opportunity
Borderless offers a unique platform for entrepreneurial wealth professionals who want to go beyond traditional private banking. With global investing capabilities, cross-border financial infrastructure, and a modern digital platform, the role provides the opportunity to build and scale a meaningful client franchise while helping investors access international opportunities that traditional domestic platforms often cannot offer.
Top performers will have the opportunity to build a meaningful client franchise on the Borderless platform and grow alongside the firm as it scales globally.
Key Responsibilities
• Originate and onboard new clients and fresh AUM to the Borderless platform
• Build and maintain relationships with HNIs, UHNIs, founders, entrepreneurs, global professionals, and NRIs
• Develop and grow a personal pipeline of prospective investors through networking, referrals, and strategic partnerships
• Present Borderless’ global banking and investment platform to prospective clients
• Convert prospects into long-term clients and grow their engagement with the platform
• Build and manage a scalable book of client assets while maintaining strong client relationships and retention
• Identify opportunities to deepen client relationships across global banking, investments, and cross-border financial solutions
What Success Looks Like
• Build a book of ₹50–₹200+ crore of client assets over time
• Consistently originate new HNI / UHNI client relationships
• Establish Borderless as a trusted platform for global investing among your network
• Drive meaningful inflows onto the platform through referrals and strategic introductions
Backgrounds That Typically Succeed in This Role
• Private bankers from leading banks or wealth platforms
• Relationship managers covering HNI / UHNI clients
• Advisors from multi-family offices or investment advisory firms
• Professionals with a strong founder, entrepreneur, or NRI client network
Ideal Candidate Profile
• Proven track record of raising assets and acquiring new clients in wealth management, private banking, family offices, or investment advisory
• Strong network among HNI / UHNI / founder / NRI investor communities
• Deep understanding of investment products including equities, funds, global portfolios, and alternative investments
• Excellent relationship-building, communication, and presentation skills
• Entrepreneurial mindset with strong commercial drive and ownership mentality
Experience working with NRI, global professionals, or internationally diversified portfolios is a strong advantage.
Qualifications
• 5–12 years of experience in wealth management, private banking, or investment advisory
• Relevant certifications such as CFA, CFP, or NISM are advantageous
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
Compensation
• The role offers a competitive fixed salary along with performance-linked incentives tied to assets raised and client growth.
Borderless is a global retail banking and wealth platform built for residents of emerging markets—including India, the Middle East, and Southeast Asia—who are embracing an international lifestyle.
The platform offers multi-currency accounts, global investing capabilities, and cross-border payment infrastructure, enabling clients to save, spend, invest, and manage wealth seamlessly across more than 10 currencies and 40 countries.
Borderless is designed to become the trusted gateway for global investing—helping clients diversify portfolios, access international markets, and manage wealth across borders through a fully digital experience.
Role Description
Borderless is seeking a Senior Wealth Manager / Private Banker – HNI & UHNI Client Acquisition (AUM Origination) for a full-time, on-site role based in Mumbai.
This is a front-office, revenue-generating role focused on bringing fresh assets under management (AUM) onto the platform, ideally suited for professionals currently working in private banking, wealth management, multi-family offices, or investment advisory platforms.
The successful candidate will be responsible for sourcing new client relationships, building a strong investor network, and onboarding high-net-worth and ultra-high-net-worth clients to the Borderless platform.
Candidates with an existing HNI client network strongly preferred.
Platform Opportunity
Borderless offers a unique platform for entrepreneurial wealth professionals who want to go beyond traditional private banking. With global investing capabilities, cross-border financial infrastructure, and a modern digital platform, the role provides the opportunity to build and scale a meaningful client franchise while helping investors access international opportunities that traditional domestic platforms often cannot offer.
Top performers will have the opportunity to build a meaningful client franchise on the Borderless platform and grow alongside the firm as it scales globally.
Key Responsibilities
• Originate and onboard new clients and fresh AUM to the Borderless platform
• Build and maintain relationships with HNIs, UHNIs, founders, entrepreneurs, global professionals, and NRIs
• Develop and grow a personal pipeline of prospective investors through networking, referrals, and strategic partnerships
• Present Borderless’ global banking and investment platform to prospective clients
• Convert prospects into long-term clients and grow their engagement with the platform
• Build and manage a scalable book of client assets while maintaining strong client relationships and retention
• Identify opportunities to deepen client relationships across global banking, investments, and cross-border financial solutions
What Success Looks Like
• Build a book of ₹50–₹200+ crore of client assets over time
• Consistently originate new HNI / UHNI client relationships
• Establish Borderless as a trusted platform for global investing among your network
• Drive meaningful inflows onto the platform through referrals and strategic introductions
Backgrounds That Typically Succeed in This Role
• Private bankers from leading banks or wealth platforms
• Relationship managers covering HNI / UHNI clients
• Advisors from multi-family offices or investment advisory firms
• Professionals with a strong founder, entrepreneur, or NRI client network
Ideal Candidate Profile
• Proven track record of raising assets and acquiring new clients in wealth management, private banking, family offices, or investment advisory
• Strong network among HNI / UHNI / founder / NRI investor communities
• Deep understanding of investment products including equities, funds, global portfolios, and alternative investments
• Excellent relationship-building, communication, and presentation skills
• Entrepreneurial mindset with strong commercial drive and ownership mentality
Experience working with NRI, global professionals, or internationally diversified portfolios is a strong advantage.
Qualifications
• 5–12 years of experience in wealth management, private banking, or investment advisory
• Relevant certifications such as CFA, CFP, or NISM are advantageous
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
Compensation
• The role offers a competitive fixed salary along with performance-linked incentives tied to assets raised and client growth.
