NRI Private Wealth Manager

Client of Independent Resourcing Consultancy

Job Description

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.

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:

1. 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.
2. Financial Advisory:
   - 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.
3. 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 optimise returns.
4. 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.
5. 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:

1. 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.
2. 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.
3. In-depth knowledge of financial products, investment strategies, and wealth planning tools.
4. Strong understanding of the financial and regulatory environment affecting NRI clients.
5. Excellent communication, interpersonal, and relationship-building skills.
6. Proven track record in business development and client acquisition.

Skills and Competencies:

1. Client-centric approach with a strong commitment to delivering exceptional service.
2. Analytical mindset with the ability to interpret complex financial data and market trends.
3. High level of integrity and professionalism.
4. Proficiency in financial planning software and CRM systems.
5. Ability to work independently and as part of a collaborative team.

Benefits:

1. Competitive Salary and Performance-Based Incentives.
2. Comprehensive health insurance and retirement benefits.
3. Continuous professional development opportunities.
4. 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.

Company Industry:

• Banking
• Broking

Department / Functional Area:

• Finance
• Treasury

Keywords:

• NRI Private Wealth Manager