NRI Private Wealth Management Expert
1 month ago
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.
• Financial Advisory:
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.
• Investment Management:
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.
• Business Development:
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.
• Regulatory Compliance:
Ensure all advisory activities comply with local and international regulatory standards.
Stay updated on regulatory changes and their impact on clients' financial plans.
", "Position Overview": "The NRI Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.
This role involves providing bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients.
", "Role Highlights": "Competitive salary and performance-based incentives.
Comprehensive health insurance and retirement benefits.
Continuous professional development opportunities.
Supportive and dynamic work environment.
", "Qualifications and Experience": "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, and a transferable book of clients and AUM.
", "What Our Client Offers": "Competitive salary and performance-based incentives.
Comprehensive health insurance and retirement benefits.
Continuous professional development opportunities.
Supportive and dynamic work environment.
", "About Our Client": "Our client is a distinguished financial advisory firm based in Dubai, renowned for delivering comprehensive wealth management services.
Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.
", "Location": "Dubai, UAE"}, "lang_code": "en"-
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