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NRI Vice President
1 month ago
Key Responsibilities:
- Build and maintain strong relationships with ultrahighnetworth NRI clients, understanding their unique financial needs, goals, and preferences.
- Provide customized banking solutions including lending, deposits, and cash management tailored to each client's requirements.
- Offer expert advice on investment opportunities, asset allocation, and risk management, leveraging the full suite of products and services offered by the company.
- Collaborate with internal teams to develop comprehensive wealth planning strategies including estate planning, tax optimization, and succession planning.
- Stay informed about global financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
- Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Ensure all banking and advisory activities comply with regulatory standards and company policies.
- Actively network within the ultrahighnetworth NRI community to identify and acquire new clients.
Qualifications:
- Bachelors degree in Finance, Economics, or Business Administration, or a related field. A Masters degree or professional certifications (e.g. CFA, CFP) is a plus.
- Minimum of 7-10 years of experience in private banking or wealth management in the UAE with a transferable client portfolio and AUM.
- Strong analytical and quantitative skills, excellent communication and interpersonal skills, and a proven ability to build and maintain relationships with ultrahighnetworth clients.
- Proficiency in using financial planning and portfolio management tools, and the ability to work independently and as part of a team.
- Indepth understanding of financial markets, investment products, and regulatory requirements in the UAE, and fluency in English. Knowledge of Arabic is an advantage.
What Our Client Offers:
- Competitive salary and bonus
- Comprehensive health and wellness benefits
- Opportunities for professional growth and development
- A collaborative and innovative work environment
- Access to cutting-edge digital tools and platforms
Remote Work:
No
