Jobs in Abu Dhabi, United States

Job Specification: NRI Private Wealth Manager

Location: Abu Dhabi

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.

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.

• 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.

• 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.

• 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.

• Ensure all advisory activities comply with local and international regulatory standards.
• Stay updated on regulatory changes and their impact on clients financial plans.

• Bachelors degree in Finance Economics Business Administration or a related field. A Masters 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.

• 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.

• Competitive Salary and Performance‑Based Incentives.
• Comprehensive health insurance and retirement benefits.
• Continuous professional development opportunities.
• Supportive and dynamic work environment.

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.