NRI Wealth Architect & Advisor

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

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.