NRI Private Wealth Manager

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 240,000; Full time

Job summary

An established industry player is seeking a Private Wealth Manager to cater to high-net-worth NRI clients. This pivotal role involves building lasting relationships, providing bespoke financial advice, and managing investment portfolios tailored to client needs. The ideal candidate will possess a strong background in financial advisory, exceptional communication skills, and a proven track record in business development. Join a dynamic team dedicated to delivering top-tier financial services in a supportive and innovative environment, where your expertise will make a significant impact on clients' financial success.

Benefits

Competitive salary

Performance-based incentives

Comprehensive health insurance

Retirement benefits

Continuous professional development opportunities

Supportive work environment

Qualifications

• 5+ years in wealth management or financial advisory focusing on high-net-worth clients.
• Bachelor's degree required; Master's or certifications preferred.

Responsibilities

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

Skills

Client Relationship Management

Financial Advisory

Investment Management

Business Development

Regulatory Compliance

Analytical Skills

Communication Skills

Financial Planning Software

Education

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

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

Tools

Financial Planning Software

CRM Systems

Job description

Our Client: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.

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:

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.

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.

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 and Experience:

- 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.

Skills and Competencies:

- 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.

Benefits:

- Competitive salary and performance-based incentives.

- Comprehensive health insurance and retirement benefits.

- Continuous professional development opportunities.

- 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.