NRI Private Wealth Manager

ircfsjobs.com; Dubai; On-site; AED 200,000 - 250,000; Full time

Job summary

A leading financial advisory firm in Dubai is seeking an NRI Private Wealth Manager to manage high-net-worth non-resident Indian clients. Responsibilities include providing bespoke financial advice and investment management services, focusing on personalized client relationships and regulatory compliance. Candidates should possess a strong background in wealth management along with excellent communication and analytical skills. The role offers competitive salary and performance incentives.

Benefits

Competitive salary and performance-based incentives

Comprehensive health insurance and retirement benefits

Continuous professional development opportunities

Supportive and dynamic work environment

Qualifications

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

Responsibilities

• Build and maintain long-term relationships with high-net-worth NRI clients.
• Provide comprehensive financial planning and advisory services.
• Monitor and review investment performance.

Skills

Client-centric approach

Analytical mindset

Strong communication skills

Education

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

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

Tools

Financial planning software

CRM systems

Job description

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.
• 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.