NRI Private Wealth Advisor for High-Net-Worth Clients

Ircfsjobs.com; Abu Dhabi; On-site; AED 200,000 - 250,000; Full time

Job summary

A premier financial advisory firm in Abu Dhabi is seeking an NRI Private Wealth Manager. The role involves managing a portfolio of high-net-worth NRI clients, providing bespoke financial advice, and pursuing new business opportunities in the NRI market. The ideal candidate has a strong background in wealth management, excellent communication skills, and a client-centric approach. Competitive salary and benefits are offered.

Benefits

Competitive Salary and Performance-Based Incentives

Comprehensive health insurance

Continuous professional development opportunities

Qualifications

• Minimum of 5 years of experience in wealth management or financial advisory.
• In-depth knowledge of financial products, investment strategies, and wealth planning tools.
• Proven track record in business development and client acquisition.

Responsibilities

• Manage and grow a portfolio of high-net-worth NRI clients.
• Provide comprehensive financial planning and advisory services.
• Construct and manage bespoke investment portfolios.
• Identify and pursue new business opportunities within the NRI market.

Skills

Client-centric approach

Analytical mindset

Strong communication skills

Proficiency in financial planning software

Ability to work independently

Education

Bachelor's degree in Finance, Economics, Business Administration or related field

Master's degree or relevant professional certification (e.g. CFA, CFP)

Tools

Financial planning software

CRM systems

Job description

A premier financial advisory firm in Abu Dhabi is seeking an NRI Private Wealth Manager. The role involves managing a portfolio of high-net-worth NRI clients, providing bespoke financial advice, and pursuing new business opportunities in the NRI market. The ideal candidate has a strong background in wealth management, excellent communication skills, and a client-centric approach. Competitive salary and benefits are offered.