High Net Worth NRI Wealth Management Specialist
1 day ago
We are seeking a highly skilled and experienced High Net Worth NRI Wealth Management Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management division, you will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.
About Our ClientOur client is a leading financial advisory firm based in Dubai, renowned for delivering comprehensive wealth management services to high net worth individuals. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.
Responsibilities- Client Relationship Management:
- Build and maintain strong 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.
- 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.
- Monitor and review investment performance, making adjustments as necessary to optimise returns.
- 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.
- Ensure all advisory activities comply with local and international regulatory standards.
- Stay updated on regulatory changes and their impact on clients' financial plans.
To succeed in this role, you will need:
- 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 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients, and a transferable book of clients and AUM.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain relationships with high-net-worth clients.
- Proficiency in financial planning software and CRM systems.
- Ability to work independently and as part of a collaborative team.
- In-depth understanding of financial markets, investment products, and regulatory requirements.
We offer a competitive salary range of approximately AED 250,000 - AED 400,000 per annum, plus benefits and bonuses based on performance. Our company culture values continuous learning, teamwork, and professionalism, and we strive to provide a supportive and dynamic work environment for all employees.
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