NRI Private Wealth Manager

الوصف الوظيفي Job Description

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.

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.

• 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.

• 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.

• 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.

• 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.

• Ensure all advisory activities comply with local and international regulatory standards.
• Stay updated on regulatory changes and their impact on clients' financial plans.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification (, 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.

• 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.

• Competitive Salary and Performance-Based Incentives.
• Comprehensive health insurance and retirement benefits.
• Continuous professional development opportunities.
• Supportive and dynamic work environment.

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.