NRI Private Wealth Architect

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 240,000; Full time

Job summary

An established industry player is seeking a Private Wealth Manager to cater to high-net-worth NRI clients. This pivotal role involves building lasting relationships, providing bespoke financial advice, and managing investment portfolios tailored to client needs. The ideal candidate will possess a strong background in financial advisory, exceptional communication skills, and a proven track record in business development. Join a dynamic team dedicated to delivering top-tier financial services in a supportive and innovative environment, where your expertise will make a significant impact on clients' financial success.

Benefits

Competitive salary

Performance-based incentives

Comprehensive health insurance

Retirement benefits

Continuous professional development opportunities

Supportive work environment

Qualifications

• 5+ years in wealth management or financial advisory focusing on high-net-worth clients.
• Bachelor's degree required; Master's or certifications preferred.

Responsibilities

• Manage and grow a portfolio of high-net-worth NRI clients.
• Provide tailored financial advice and investment management.

Skills

Client Relationship Management

Financial Advisory

Investment Management

Business Development

Regulatory Compliance

Analytical Skills

Communication Skills

Financial Planning Software

Education

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

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

Tools

Financial Planning Software

CRM Systems

Job description

An established industry player is seeking a Private Wealth Manager to cater to high-net-worth NRI clients. This pivotal role involves building lasting relationships, providing bespoke financial advice, and managing investment portfolios tailored to client needs. The ideal candidate will possess a strong background in financial advisory, exceptional communication skills, and a proven track record in business development. Join a dynamic team dedicated to delivering top-tier financial services in a supportive and innovative environment, where your expertise will make a significant impact on clients' financial success.