NRI Private Wealth Manager

3 weeks ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Job Title: NRI Private Wealth Manager

Job Summary:

We are seeking a highly skilled NRI Private Wealth Manager to join our team at Click and Connect Online Limited. 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:

  • Client Relationship Management: Build and maintain long-term 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.
  • Business Development: Identify and pursue new business opportunities within the NRI market, conducting seminars, webinars, and networking events to attract potential clients.

Requirements:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification is preferred.
  • Minimum of 5 years of experience in wealth management or financial advisory with a focus on high net worth clients.
  • Indepth knowledge of financial products, investment strategies, and wealth planning tools.
  • Strong understanding of the financial and regulatory environment affecting NRI clients.
  • Excellent communication, interpersonal, and relationship-building skills.

What We Offer:

  • Competitive salary and performance-based incentives.
  • Comprehensive health insurance and retirement benefits.
  • Continuous professional development opportunities.
  • Supportive and dynamic work environment.


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