NRI Private Wealth Manager

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Dubai; On-site; AED 240,000 - 600,000; Full time

Job summary

IRCFS - International Recruiters - Connecting Financial Specialists Limited is seeking an NRI Private Wealth Manager in Dubai to manage a portfolio of high-net-worth NRI clients. The role focuses on bespoke financial advice, investment management, and wealth planning tailored to NRIs.

Responsibilities include client relationship management, investment strategy development, and business development while ensuring regulatory compliance.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• Master’s degree or CFA/CFP certification preferred.
• Minimum 5 years in wealth management or financial advisory for high-net-worth clients.

Responsibilities

• Build and maintain relationships with high-net-worth NRI clients.
• Provide bespoke financial advice, investment management and wealth planning.
• Develop tailored investment strategies and oversee performance reviews.
• Identify new business opportunities within the NRI market and conduct seminars/webinars.
• Ensure compliance with local and international regulatory standards.

Skills

Client-centric approach

Analytical mindset

Integrity and professionalism

CRM proficiency

Independent and collaborative

Education

Bachelor's degree in Finance/Economics/Business

Master's degree or CFA/ CFP preferred

Tools

Financial planning software

CRM systems

Job description

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.

About the Role:

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.

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:

• 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.

Required Skills:

• 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.

Preferred Skills:

• Experience in the NRI market.

Pay Range and Compensation:

Competitive salary and performance-based incentives.

Equal Opportunity Statement:

Our client is committed to diversity and inclusivity in the workplace.