NRI Private Wealth Manager

Our Client: Our client is a premier financial advisory firm dedicated to providing personalised wealth management services. With a strong reputation for excellence and a client-focused approach, they offer bespoke financial solutions to meet the unique needs of their high-net-worth clients. Position Overview: The NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients. This role involves providing bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients. Key Responsibilities: Client Relationship Management: - Build and maintain long-term relationships with high-net-worth NRI clients. - Understand clients' financial goals, risk tolerance, and investment preferences. - Conduct regular reviews and updates with clients to ensure their financial plans remain aligned with their objectives. Financial Advisory: - Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning. - Develop and implement tailored investment strategies that meet clients' financial goals. Investment Management: - Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance. - Monitor and review investment performance, making adjustments as necessary to optimise returns. Business Development: - Identify and pursue new business opportunities within the NRI market. - Conduct seminars, webinars, and networking events to attract potential clients. - Collaborate with internal teams to develop marketing strategies targeting the NRI segment. Regulatory Compliance: - Ensure all advisory activities comply with local and international regulatory standards. - Stay updated on regulatory changes and their impact on clients' financial plans. Qualifications and Experience: - Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification (e.g., CFA, CFP) is preferred. - Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients with a transferable portfolio of clients and AUM. - In-depth knowledge of financial products, investment strategies, and wealth planning tools. - Strong understanding of the financial and regulatory environment affecting NRI clients. - Excellent communication, interpersonal, and relationship-building skills. - Proven track record in business development and client acquisition. Skills and Competencies: - Client-centric approach with a strong commitment to delivering exceptional service. - Analytical mindset with the ability to interpret complex financial data and market trends. - High level of integrity and professionalism. - Proficiency in financial planning software and CRM systems. - Ability to work independently and as part of a collaborative team. Benefits: - Competitive Salary and Performance-Based Incentives. - Comprehensive health insurance and retirement benefits. - Continuous professional development opportunities. - Supportive and dynamic work environment. Application Process: Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are the right fit for this role. #J-18808-Ljbffr