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. You can open multi-currency accounts, invest globally, and make cross-border payments. You can 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 recent 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, this role lets you build and scale a meaningful client franchise while helping investors access international opportunities that traditional domestic platforms often cannot offer. Top performers can build a meaningful client franchise on the Borderless platform and grow with 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 existing 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 solid 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

📌 Senior Private Banker (Mumbai)
🏢 Borderless
📍 Mumbai