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NRI Wealth Management Consultant

3 months ago

Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

Job Overview: NRI Wealth Management Consultant

Location: Abu Dhabi

Compensation: 12000AED - 24000AED Monthly Bonus Incentives

About Our Company: Click and Connect Online Limited is a distinguished financial advisory firm committed to delivering tailored wealth management solutions. With a solid reputation for excellence and a client-centric focus, we provide customized financial strategies to address the distinct needs of our affluent clientele.

Role Summary:

The NRI Wealth Management Consultant will oversee and enhance a portfolio of high-net-worth non-resident Indian (NRI) clients. This position entails offering personalized financial counsel, investment oversight, and wealth strategy services specifically designed for the unique requirements of NRI clients.

Key Responsibilities:

Client Relationship Management:

- Establish and nurture enduring relationships with high-net-worth NRI clients.

- Comprehend clients' financial aspirations, risk appetite, and investment inclinations.

- Conduct regular assessments and updates with clients to ensure their financial strategies remain aligned with their goals.

Financial Advisory Services:

- Deliver comprehensive financial planning and advisory services, including retirement planning, tax efficiency, estate planning, and educational funding strategies.

- Formulate and execute customized investment strategies that align with clients' financial objectives.

Investment Oversight:

- Design and manage personalized investment portfolios, ensuring diversification and alignment with clients' risk profiles.

- Monitor and evaluate investment performance, making necessary adjustments to maximize returns.

Business Development:

- Identify and pursue new business opportunities within the NRI market.

- Organize seminars, webinars, and networking events to attract prospective clients.

- Collaborate with internal teams to create marketing strategies targeting the NRI segment.

Regulatory Compliance:

- Ensure all advisory activities adhere to local and international regulatory standards.

- Stay informed about regulatory changes and their implications for clients' financial plans.

Qualifications and Experience:

- 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.

- Minimum of 5 years of experience in wealth management or financial advisory, focusing 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 landscape affecting NRI clients.

- Excellent communication, interpersonal, and relationship-building skills.

- Proven track record in business development and client acquisition.

Skills and Competencies:

- 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 collaboratively within a team.

Benefits:

- 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 encouraged to submit their resume and a cover letter detailing their relevant experience and suitability for this role.

Salary: 12000AED - 24000AED Monthly Bonus Incentive

Remote Work:

No