NRI Private Wealth Manager
5 days ago
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.
- Competitive Salary and Performance-Based Incentives.
- Comprehensive health insurance and retirement benefits.
- Continuous professional development opportunities.
- Supportive and dynamic work environment.
-
NRI Private Wealth Manager
5 days ago
Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob 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. ...
-
NRI Private Wealth Manager
5 days ago
Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeJob 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,...
-
NRI Private Wealth Manager
2 months ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob Title: NRI Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled NRI Private Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Build and maintain long-term...
-
Financial Services Professional
2 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeNRI Private Wealth Manager OpportunityWe are seeking a skilled and experienced NRI Private Wealth Manager to join our team at Click and Connect Online Limited in Abu Dhabi.About the RoleThis is an exciting opportunity to work with high-net-worth non-resident Indian (NRI) clients, providing bespoke financial advice, investment management, and wealth planning...
-
Senior Wealth Advisor
1 month ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeAbout the RoleThe NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian clients, providing bespoke financial advice, investment management, and wealth planning services tailored to their unique needs.Key ResponsibilitiesClient Relationship Management: Build and maintain long-term...
-
Private Wealth Manager
4 months ago
Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Full time**Private Wealth Manager**: - Job Reference: QWRX5W6W - Date Posted: 12 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Abu Dhabi - Salary: AED12,000 to AED30,000 Per Month - Bonus/Benefits: + Commission - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis Our client is a distinguished financial services firm...
-
Private Wealth Manager
5 days ago
Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeOur client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele. As a Private Wealth Manager with the...
-
Private Wealth Manager
5 days ago
Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeOur client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele. As a Private Wealth Manager with the...
-
Associate, Global Private and Public Markets
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timeAssociate, Global Private and Public Markets, Family Office, Abu Dhabi, UAE **About our client** Our client is an internationally active alternative investment fund with a strong track record. The team invests in traditional private equity and private credit, as well as private credit fund managers and public equities. The fund has a global mandate and is...
-
Investment Associate, Global Private and Public
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timeInvestment Associate, Global Private and Public Markets, Family Office, Abu Dhabi, UAE **About our client** Our client is an internationally active alternative investment fund with a strong track record. The team invests in traditional private equity and private credit, as well as private credit fund managers and public equities. The fund has a global...
-
Associate, Global Private and Public Markets
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timePER, Private Equity Recruitment Abu Dhabi, United Arab EmiratesPosted 14 hours ago Permanent Competitive - Associate, Global Private and Public Markets, Family Office, Abu Dhabi, UAE **About our client** Our client is an internationally active alternative investment fund with a strong track record. The team invests in traditional private equity and private...
-
Svp, Direct Investments, Global Private Equity
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timeSVP, Direct Investments, Global Private Equity Firm, Abu Dhabi, UAE **About our client** Our client is a prestigious sovereign wealth fund that is looking for a SVP to join its growing team in Abu Dhabi. The individual will be focused on UAE investments. **What the job involves** - Leading and managing direct reports within the team (Associates/Senior...
-
Svp, Direct Investments, Global Private Equity
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timePER, Private Equity Recruitment Abu Dhabi, United Arab EmiratesPosted 20 hours ago Permanent Competitive - SVP, Direct Investments, Global Private Equity Firm, Abu Dhabi, UAE **About our client** Our client is a prestigious sovereign wealth fund that is looking for a SVP to join its growing team in Abu Dhabi. The individual will be focused on UAE...
-
Wealth Management Specialist
2 months ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob DescriptionOur esteemed client, a leading financial services firm, seeks a seasoned Wealth Management Specialist to join their team. As a trusted advisor, you will be responsible for delivering bespoke financial solutions to high-net-worth individuals, families, and institutions.Key Responsibilities:Cultivate and maintain strong relationships with...
-
Vice President
6 months ago
Abu Dhabi, United Arab Emirates Aldar Full time**JOB DESCRIPTION: JOB PURPOSE** Develop our real estate wealth management division. The role requires execution of wealth management strategies, while actively pursuing growth opportunities through partnerships with financial institutions and initiatives curated for private investors and high-net-worth (HNW) individuals. **ROLES AND RESPONSIBILITIES** -...
-
Wealth Manager
6 months ago
Abu Dhabi, United Arab Emirates deVere Group London Full time**Wealth Management Advisors wanted.** As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice...
-
Private Banker
6 months ago
Abu Dhabi, United Arab Emirates ADIB - Abu Dhabi Islamic Bank Full timePrivate Banker **Role : Private Banker** **Location**:Abu Dhabi** **Role Purpose**: - Responsible for acquiring, maintaining and developing HNWI relationships with affluent clients who have comprehensive financial service needs. - Private banking RM will manage client portfolio aiming to strongly grow and expand their relationship with ADIB while...
-
Head of Products- Wealth Management
4 months ago
Abu Dhabi, United Arab Emirates Abu Dhabi Islamic Bank Full timeHead of Products - Wealth Management **Role : Head of Products - Wealth Management** **Location : Abu Dhabi** **Role Purpose**: Lead the wealth management product team in delivering best in class wealth products & solutions to ADIB customers across all client segments. The role will be responsible for delivery of WM budgeted revenues (AED 185 mil for...
-
Svp, Direct Investments, Global Private Equity
8 months ago
Abu Dhabi, United Arab Emirates Private Equity Recruitment Ltd Full time**About our client** Our client is a prestigious sovereign wealth fund that is looking for a SVP to join its growing team in Abu Dhabi. The individual will be focused on UAE investments. **What the job involves** - Leading and managing direct reports within the team (Associates/Senior Associates) - Working across the entire deal cycle from origination...
-
Product Manager
5 days ago
Abu Dhabi, United Arab Emirates Hoxton Wealth Full timeProduct Manager Hoxton App The Role Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in...