NRI Portfolio Manager

21 hours ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
Job Title

NRI Portfolio Manager - Dubai

About Our Client

We are a leading wealth management firm based in Dubai, UAE. Our mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description

We are seeking an NRI Portfolio Manager to join our prestigious team. As a key member of our team, you will be responsible for managing and growing your portfolio of ultra-high-net-worth non-resident Indian (NRI) clients by providing bespoke banking and financial services.

Key Responsibilities:
  1. Client Relationship Management: Build and maintain strong relationships with ultra-high-net-worth NRI clients, understanding their unique financial needs, goals, and preferences.
  2. Personalized Banking Services: Provide customized banking solutions, including lending, deposits, and cash management, tailored to each client's requirements.
  3. 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.
  4. Wealth Planning: Collaborate with internal teams to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
  5. Market Analysis: Stay informed about global financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
  6. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  7. Compliance: Ensure all banking and advisory activities comply with regulatory standards and company policies.
Requirements

To succeed in this role, you will need:

  • Bachelors degree in Finance, Economics, Business Administration, or a related field. A Masters degree or professional certifications (e.g., CFA, CFP) is a plus.
  • Minimum of 7-10 years of experience in private banking or wealth management, in the UAE with a transferable client portfolio and AUM.
  • 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.
What We Offer

In return for your expertise, we offer:

  • A competitive salary: estimated at around $120,000 per year, depending on experience.
  • 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.

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