NRI Private Wealth Manager

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.