Financial Services Manager

7 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

Job Description

A Financial Services Manager is required to manage and grow a portfolio of high-net-worth non-resident Indian (NRI) clients. The successful candidate will provide bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients.

Responsibilities

  1. Portfolio 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.
Financial Advisory Services
  • 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.
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.
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.


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