High Net Worth NRI Portfolio Manager
3 days ago
We are seeking an experienced High Net Worth NRI Portfolio Manager to join our team at Click and Connect Online Limited in Abu Dhabi. The ideal candidate will have a strong background in wealth management and the ability to provide bespoke financial advice to high-net-worth non-resident Indian clients.
About UsOur client is a premier financial advisory firm dedicated to providing personalized wealth management services to high-net-worth individuals. With a strong reputation for excellence and a client-focused approach, they offer tailored financial solutions to meet the unique needs of their clients.
Responsibilities- Build and maintain long-term relationships with high-net-worth NRI clients
- Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning
- Develop and implement tailored investment strategies that meet clients' financial goals
- Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance
To be successful in this role, you will need:
- 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.
- Minimum of 5 years of experience in wealth management or financial advisory, with a focus 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 environment affecting NRI clients.
- Excellent communication, interpersonal, and relationship-building skills.
We offer a competitive salary and performance-based incentives, comprehensive health insurance and retirement benefits, continuous professional development opportunities, and a supportive and dynamic work environment.
How to ApplyIf you are a motivated and experienced professional looking for a new challenge, please submit your resume and a cover letter detailing your relevant experience and why you are the right fit for this role.
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