NRI Private Wealth Manager

Job Description

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.

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.

• 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 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.

• 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 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.

• 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.