NRI Private Wealth Strategist for HNW Clients

Independent Resourcing Consultancy Ltd; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

An established industry player in financial advisory is seeking a Private Wealth Manager to manage a portfolio of high-net-worth NRI clients. This role offers the opportunity to provide bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of clients. You will build long-term relationships, develop investment strategies, and ensure compliance with regulatory standards. The firm values a client-centric approach and offers a supportive environment for professional growth. If you have a passion for wealth management and a proven track record in client acquisition, this is your chance to make a significant impact in the financial sector.

Benefits

Competitive Salary

Performance-Based Incentives

Comprehensive Health Insurance

Retirement Benefits

Continuous Professional Development Opportunities

Supportive Work Environment

Qualifications

• 5+ years of experience in wealth management or financial advisory.
• Strong understanding of financial products and investment strategies.

Responsibilities

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

Skills

Client Relationship Management

Financial Advisory

Investment Management

Business Development

Regulatory Compliance

Education

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

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

Tools

Financial planning software

CRM systems

Job description

An established industry player in financial advisory is seeking a Private Wealth Manager to manage a portfolio of high-net-worth NRI clients. This role offers the opportunity to provide bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of clients. You will build long-term relationships, develop investment strategies, and ensure compliance with regulatory standards. The firm values a client-centric approach and offers a supportive environment for professional growth. If you have a passion for wealth management and a proven track record in client acquisition, this is your chance to make a significant impact in the financial sector.