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NRI Vice President

2 months ago

Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking an experienced NRI Vice President to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of ultra-high-net-worth non-resident Indian (NRI) clients.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with ultra-high-net-worth NRI clients, understanding their unique financial needs, goals, and preferences.
  • Personalized Banking Services: Provide customized banking solutions, including lending, deposits, and cash management, tailored to each client's requirements.
  • Investment Advisory: Offer expert advice on investment opportunities, asset allocation, and risk management, leveraging the full suite of products and services offered by the company.
  • Wealth Planning: Collaborate with internal teams to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
  • Market Analysis: Stay informed about global financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
  • Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  • Compliance: Ensure all banking and advisory activities comply with regulatory standards and company policies.
  • Networking: Actively network within the ultra-high-net-worth NRI community to identify and acquire new clients.
Requirements
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
  • Experience: Minimum of 7-10 years of experience in private banking or wealth management, in the UAE with a transferable client portfolio and AUM.
  • Skills: Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proven ability to build and maintain relationships with ultra-high-net-worth clients. Proficiency in using financial planning and portfolio management tools. Ability to work independently and as part of a team.
  • Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE. Fluency in English is required; knowledge of Arabic is an advantage.
What We Offer
  • Competitive Salary + Bonus
  • Comprehensive health and wellness benefits
  • Opportunities for professional growth and development
  • A collaborative and innovative work environment
  • Access to cutting-edge digital tools and platforms