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 are strongly preferred.
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's 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 robust 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 INR 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 in