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.
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.
Hiring company
Independent Resourcing Consultancy Ltd
Similiar Jobs that might interest you
Asset Manager
Halliburton... assigned assets through effective planning, organizing, management of ... : Halliburton Project Management Full Time / Part ...
UAE - Dubai 30 days ago
Senior Contract Manager
Global Projects Services AG... five business lines - Asset Based Services, Energy ... Tasks • Manage and coordinate contract management activities ensuring ...
UAE 30 days ago
Project Manager
International Development Company Manpower Supply... ambassador as project manager. • Ensure proper alignment ... technical and site management experience. o Experience ...
UAE - Abu Dhabi 30 days ago
... UAE. Position: Field Specialist, MPD (Managed Pressure Drilling) Location: UAE Job ...
UAE - Abu Dhabi 30 days ago
... in UAE. Position: MPD Engineer (Managed Pressure Drilling) Location: UAE Job ...
UAE - Abu Dhabi 30 days ago
Project Lifecycle Management Lead
NES Fircroft... . Position- Project Lifecycle Management Lead Location- Dubai Contract ... AVEVA Information Standards Manager (ISM) as an ...
UAE - Dubai 30 days ago
Project Contract Manager
Saipem... Tasks • Manage and coordinate contract management activities ... the Project Manager in developing the contract management ...
UAE 30 days ago
Package Workflow Manager
NES Fircroft... etc.) depending on discipline managed. Prior experience in ... in contract management Prior experience in managing budgets. ...
UAE - Dubai 30 days ago
Operation Geologist
International Development Company Manpower Supply... manage the Post Well Analysis works. ? Manage ...
UAE - Abu Dhabi 30 days ago
Senior Applications Analyst (BPM)
Sofomation... Applications, Database Management Systems, and related ... experience in project management. • Demonstrated experience ...
UAE - Dubai 30 days ago
... of experience Material Workflow Management, Expediting experience for ... . End-to-End management of equipment package ...
UAE - Dubai 30 days ago
SR. BUDGET & RECOVERY CONTROLLER
Sofomation... responsibility of preparing, managing and controlling Department ... reports to the manager after constant monitoring ...
UAE - Dubai 30 days ago
Expediting Officer
NES Fircroft... Ensure timely identification and management of "dual use" Guarantee ... as per Saipem Vendor Management process Feel free to ...
UAE - Abu Dhabi 30 days ago
Mechanical QC Engineer
NES Fircroft... to a supply chain management approach Support MM on ... inspection, ensure the correct management of Non-Conformity Reports ...
UAE - Abu Dhabi 30 days ago
Electrical & Instrumentation QC Engineer
NES Fircroft... to a supply chain management approach Support MM on ... inspection, ensure the correct management of Non-Conformity Reports ...
UAE - Abu Dhabi 30 days ago
Public Relations Officer
NES Fircroft... Role: Knowledge in managing and coordinating seismic ... of employment visa. Managed inquiries, conducted meetings, ...
UAE - Abu Dhabi 30 days ago
Project Sourcing Specialist
NES Fircroft... plans and tactics to effectively manage the sourcing activities (issue RFQ ...
UAE - Dubai 30 days ago
Material Workflow Specialist
NES Fircroft... , Electrical, etc. Depending on discipline managed). ⢠Prior experience in project planning ...
UAE - Dubai 30 days ago
Specialist Project Economics
Sofomation... in Excel, Project Management Software skills Minimum ... is preferred Project management Stakeholder Engagement Financial ...
UAE - Dubai 30 days ago
Why are you reporting this job?
Job has expired Cannot view this pageAlternatively, you may click on the link below or copy/paste it into your browser.
https://ae.jooble.org/external/5219042000424106716?cpc=d0FU&utm_source=affiliate&utm_medium=laimoon_organic_ae&extra_ars_request_id=7d72d3efd844c850e1a75b6f5b25b73e