NRI Portfolio Manager
1 month ago
NRI Portfolio Manager - Dubai
About Our ClientWe 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 DescriptionWe 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:- 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.
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.
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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