Financial Services Professional

7 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time
NRI Private Wealth Manager Opportunity

We are seeking a skilled and experienced NRI Private Wealth Manager to join our team at Click and Connect Online Limited in Abu Dhabi.

About the Role

This is an exciting opportunity to work with high-net-worth non-resident Indian (NRI) clients, providing bespoke financial advice, investment management, and wealth planning services tailored to their unique needs.

The ideal candidate will have a strong background in wealth management, excellent communication skills, and a client-centric approach. They will be responsible for building and maintaining long-term relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.

Key Responsibilities
  • Client Relationship Management: Build and maintain long-term relationships with high-net-worth NRI clients.
  • 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.
Requirements

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.
Benefits

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

How to Apply

Interested candidates should submit their resume and a cover letter detailing their relevant experience and why they are the right fit for this role.



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