NRI Private Wealth Manager
Share
Job Location:
Monthly Salary:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
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:
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 optimise 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 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.
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.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
