Role Description

Borderless is seeking a Senior Wealth Manager / Private Banker - HNI UHNI Client Acquisition (AUM Origination) for a full-time, in office 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 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 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 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

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Wealth Manager (Mumbai)
🏢 Borderless Softtech
📍 Mumbai