NRI Private Wealth Manager
شارك هذه الوظيفة
موقع الوظيفة:
الراتب شهرياً:
تاريخ النشر:
نُشرت قبل 4 ساعة
عدد الوظائف الشاغرة:
1 عدد الوظائف الشاغرة
ملخص الوظيفة
Job Specification: NRI Private Wealth Manager
Location: Dubai UAE
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:
- 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 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.
- Competitive salary and performance-based incentives.
- Comprehensive health insurance and retirement benefits.
- Continuous professional development opportunities.
- Supportive and dynamic work environment.
المهارات المطلوبة
- تطوير الأعمال
- Estate Law
- Sales Experience
- Trusts
- إدارة الثروات
- الخدمات المالية
- المهارات التنظيمية
- Investment Experience
- الخدمات المصرفية
- Securities Law
- التخطيط المالي
- Wills
