NRI Private Wealth Manager

Our Client: Our client is a leading global financial advisory firm, renowned for providing market-leading, cross-border financial advisory services. They are committed to transparency, integrity, and development, ensuring that clients receive the best possible advice from confident, well-rounded professionals.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 optimize 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 client portfolio and AUM that is transferable.- 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