NRI Private Wealth Manager
Job details
Job Specification: NRI Private Wealth Manager
Location: Abu Dhabi
Salary: 12,000AED + 24,000AED Monthly + Bonus Incentives
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 Finance
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.
Similiar Jobs that might interest you
Rig Manager (Onshore/Offshore)
International Development Company Manpower Supply... Manage, supervise and co-ordinate all operations and activities on assigned rig ... in an onshore rig. Excellent ...
UAE - Abu Dhabi 4 days ago
Engineering Manager
Ably Resources... Manager (Onshore - Europe/UAE) Key Responsibilities: - Oversee all onshore/offshore engineering activities - Manage ...
UAE 4 days ago
Assistant Rig Manager (Onshore/Offshore)
International Development Company Manpower Supply... Rig Manager during 12 hour shift on assigned rig. ... , life-saving and onshore survival. Minimum Experience & Knowledge ...
UAE - Abu Dhabi 4 days ago
Reservoir Management
NES Fircroft... the position of Reservoir Management Position: Reservoir Management Location: Dubai Assignment Duration ...
UAE - Dubai 4 days ago
... and resource management, and capability management. May ... robust governance, subcontractor management, and performance ...
UAE - Dubai 4 days ago
... . · Strong written, organizational, project management and time management skills. · Strong leadership, communication ...
UAE 4 days ago
... / ESD / F&G systems Manage Technical Bid Evaluation of ... of the fundamentals of offshore instrument and control system ...
UAE - Abu Dhabi 4 days ago
ICT OFFICER
ENI... ) . You will be responsible for managing and optimization of company hardware ...
UAE - Abu Dhabi
4 days ago
... measurements as required (at onshore and offshore sites worldwide) ... awareness: Able to confidently manage day to day ...
UAE - Abu Dhabi 4 days ago
... experience in the Offshore/Onshore Oil & Gas industry, ... , managing team of Engineers and designers Offshore experience ...
UAE - Abu Dhabi 4 days ago
... experience in the Offshore/Onshore Oil & Gas industry, ... , managing team of Engineers and designers Offshore experience ...
UAE - Abu Dhabi 4 days ago
RM Measurement Spec III
Weatherford... Utilizes all Service Delivery Quality management systems including service records pertaining ...
UAE - Dubai 4 days ago
Senior Geomodeller/Geologist
NES Fircroft... Sometimes acting as a Project Manager and sometimes as a team ...
UAE - Dubai 4 days ago
Regional Logistics Coordinator
Oceaneering... lifecycle of an offshore oilfield, from drilling ... Ensuring cost effectiveness, timely management of all Logistics ...
UAE - Abu Dhabi 4 days ago
Realtime Drilling Optimization Engineers
NES Fircroft... , conducting subsequent analysis. • Manages drilling hydraulics and ... (clients, data providers, rig site, etc.). • Clearly ...
UAE - Dubai 4 days ago
Realtime Drilling Optimization Engineers
NES Fircroft... conducting subsequent analysis. ⢠Manages drilling hydraulics and ... (clients, data providers, rig site, etc.). ⢠...
UAE - Dubai 4 days ago
... to HSE management and its ... onshore and offshore engineering practices applicable to process design for offshore ...
UAE - Abu Dhabi 4 days ago
Sales Intern
NES Fircroft... 365 -Facilitate sales and commercial management -Can easily navigate the Microsoft ...
UAE - Dubai 4 days ago
