NRI Private Wealth Manager

Job Specification: NRI Private Wealth Manager

Location: Dubai, UAE

About Our Client:

Our client is a distinguished financial advisory firm based in Dubai, renowned for delivering comprehensive wealth management services. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Position Overview:

The NRI 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 strong 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:

Education:

• Bachelors degree in Finance, Economics, Business Administration, or a related field. A Masters degree or relevant professional certification (e.g., CFA, CFP) is preferred.
  
  
  

Experience:

• Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients, and a transferable book of clients and AUM.
  
  
  

Skills:

• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain relationships with high-net-worth clients.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and as part of a collaborative team.
  
  
  

Knowledge:

• In-depth understanding of financial markets, investment products, and regulatory requirements.
  
  
  

What Our Client Offers:

• 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.