12 Aug
|
Borderless
|
Mumbai
About Borderless
Borderless is a global retail banking and wealth platform built for residents of emerging markets - India, the Middle East, and Southeast Asia - who live and invest internationally. The platform offers multi-currency accounts, global investing, and cross-border payment infrastructure across 10+ currencies and 40+ countries, positioning Borderless as the trusted gateway for global investing.
Why This Role Is Different
Most private banking roles hand you an existing book and ask you to defend it. This one hands you a blank slate, a modern digital platform, and the freedom to build a client franchise from scratch - with the payout structure of an owner, not an employee.
• Uncapped incentive structure directly tied to AUM originated - top performers earn well beyond fixed private banking pay
• Build a personal book of ₹50–200+ crore over time, with equity/ESOP conversations on the table for standout performers
• Sell a genuinely differentiated product - multi-currency accounts, global investing across 40+ countries, and cross-border infrastructure that traditional banks can't offer
• Direct access to founders and leadership - no bureaucracy, quick decision-making, real ownership of your client relationships
What You'll Do
• Originate and onboard new HNI/UHNI clients and fresh AUM onto the Borderless platform
• Build relationships with HNIs, UHNIs, founders, entrepreneurs, global professionals, and NRIs
• Develop your own pipeline through networking, referrals,
and strategic partnerships
• Present Borderless's global banking and investment platform to prospective clients
• Convert prospects into long-term clients and deepen engagement across investments and cross-border solutions
What We're Looking For
• 5–12 years in wealth management, private banking, or investment advisory, with a genuine track record of raising fresh AUM (not just managing an inherited book)
• An active, warm network among HNI/UHNI, founder, or NRI communities in Mumbai - this is non-negotiable
• Hands-on experience with direct equity, PMS, AIFs, or global portfolios - mutual-funds-only backgrounds won't be a fit
• CFA, CFP, or NISM certification is a plus, not a requirement
• Comfort with a startup pace - building process as you go, rather than following an established playbook
Who Tends to Succeed Here
• Private bankers or RMs from leading banks/wealth platforms who feel capped by fixed books and bureaucracy
• Advisors from multi-family offices or investment advisory firms ready to build something of their own
• Professionals with strong founder, entrepreneur, or NRI networks looking to monetise that network directly
Compensation & Growth
Fixed compensation benchmarked to senior private banking roles in Mumbai, plus an uncapped, AUM-linked incentive structure. Top performers grow their book, their earnings, and their seniority alongside the platform as it scales globally.
📌 Senior Wealth Manager (Mumbai)
🏢 Borderless
📍 Mumbai