NRI Wealth Manager

11 hours ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
Job Summary:

The NRI Private Wealth Manager is a senior role that requires strong analytical and quantitative skills to manage and grow high-net-worth portfolios of non-resident Indian clients.

Company Overview:

Our client, Independent Resourcing Consultancy Ltd, is a renowned financial advisory firm based in Dubai. We specialize in delivering comprehensive wealth management services to high-net-worth individuals.

About the Role:

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.
  • Financial Advisory: Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning.
  • Investment Management: Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance.
Qualifications and Experience:

To succeed in this role, you will require:

  • A bachelor's degree in finance, economics, business administration, or a related field.
  • A minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients.
  • Strong analytical and quantitative skills, excellent communication and interpersonal skills, and proven ability to build and maintain relationships with high-net-worth clients.
Benefits:

We offer a competitive salary and performance-based incentives, comprehensive health insurance, and continuous professional development opportunities in a supportive and dynamic work environment.



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