NRI Private Wealth Manager

Full time at a Laimoon Verified Company in UAE

Posted on December 1, 2024

Job details

Job Specification: NRI Private Wealth Manager

Location: Dubai, UAE

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.

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NRI Private Wealth Manager

Job details

Apply safely

Hiring company

Confidential

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