High Net Worth NRI Portfolio Manager
17 hours ago
We are seeking a skilled High Net Worth NRI Portfolio Manager to join our team at Click and Connect Online Limited.
Based in Dubai, UAE, this role offers a competitive salary of **AED 180,000 - 220,000** per annum, along with comprehensive health insurance, retirement benefits, and continuous professional development opportunities.
About Our ClientOur client is a distinguished financial advisory firm renowned for delivering comprehensive wealth management services to high-net-worth clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.
Job DescriptionThe High Net Worth NRI Portfolio 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, understanding their financial goals, risk tolerance, and investment preferences, conducting regular reviews and updates 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, developing and implementing tailored investment strategies that meet clients' financial goals.
- Investment Management: Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance, monitoring and reviewing investment performance, making adjustments as necessary to optimize returns.
- Business Development: Identify and pursue new business opportunities within the NRI market, conducting seminars, webinars, and networking events to attract potential clients, collaborating with internal teams to develop marketing strategies targeting the NRI segment.
- Regulatory Compliance: Ensure all advisory activities comply with local and international regulatory standards, staying updated on regulatory changes and their impact on clients' financial plans.
Education: A Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's 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.
Benefits:- Competitive Salary: AED 180,000 - 220,000 per annum.
- Comprehensive Health Insurance and Retirement Benefits.
- Continuous Professional Development Opportunities.
- A Supportive and Dynamic Work Environment.
We invite interested candidates to submit their resume and a cover letter detailing their relevant experience and why they are the right fit for this role.
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