NRI Private Wealth Manager

Client of Independent Resourcing Consultancy; Abu Dhabi; On-site; AED 60,000 - 100,000; Full time

Job summary

A premier financial advisory firm is seeking a dynamic NRI Private Wealth Manager to manage and grow a portfolio of high-net-worth clients. This role involves delivering bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients. The ideal candidate will have a strong background in wealth management, excellent communication skills, and a proven track record in client acquisition. Join this innovative firm and make a significant impact on clients' financial futures while enjoying a competitive salary and comprehensive benefits.

Benefits

Competitive Salary

Performance-Based Incentives

Comprehensive Health Insurance

Retirement Benefits

Professional Development Opportunities

Supportive Work Environment

Qualifications

• 5+ years in wealth management with high-net-worth clients.
• Strong understanding of financial products and investment strategies.

Responsibilities

• Build and maintain relationships with high-net-worth NRI clients.
• Provide financial planning and investment management services.
• Identify new business opportunities within the NRI market.

Skills

Client Relationship Management

Financial Advisory

Investment Management

Business Development

Regulatory Compliance

Analytical Skills

Communication Skills

Interpersonal Skills

Education

Bachelor's degree in Finance

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

Tools

Financial Planning Software

CRM Systems

Job description

Client of Independent Resourcing Consultancy

Bachelor of Business Administration(Management)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Description

Job Description
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.

Company Industry

• Consulting
• Management Consulting
• Advisory Services

Department / Functional Area

• Finance
• Treasury

Keywords

• NRI Private Wealth Manager

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Client of Independent Resourcing Consultancy