NRI Private Wealth Manager

7 days ago


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

Click and Connect Online Limited is seeking a highly skilled NRI Private Wealth Manager to join our team. As a key member of our global financial advisory firm, you will be responsible for managing and growing a portfolio of high net worth non-resident Indian clients.

Key Responsibilities
  • Client Relationship Management:
    • Build and maintain long-term relationships with high net worth NRI clients.
    • Understand clients' financial goals, risk tolerance, and investment preferences.
    • Conduct regular reviews and updates with clients 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.
    • Develop and implement tailored investment strategies that meet clients' financial goals.
  • Investment Management:
    • Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance.
    • Monitor and review investment performance, making adjustments as necessary to optimize returns.
  • Business Development:
    • Identify and pursue new business opportunities within the NRI market.
    • Conduct seminars, webinars, and networking events to attract potential clients.
    • Collaborate with internal teams to develop marketing strategies targeting the NRI segment.
  • Regulatory Compliance:
    • Ensure all advisory activities comply with local and international regulatory standards.
    • Stay updated on regulatory changes and their impact on clients' financial plans.
Requirements
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 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.
  • 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.
  • Proven track record in business development and client acquisition.
Benefits
  • 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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