NRI Vice President

3 weeks ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
NRI Vice President Job Description

Role: NRI Vice President

Location: Dubai UAE

About Our Client:

Our client is a leading wealth management firm based in Dubai, offering a comprehensive range of services and products to its esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial wellbeing and growth.

Role Overview:

We are seeking an NRI Vice President to join our prestigious team. The successful candidate will be responsible for managing and growing their portfolio of ultrahigh net worth non-resident Indian (NRI) clients by providing bespoke banking and financial services. This role requires exceptional relationship management skills, deep financial expertise, and a commitment to delivering unparalleled client service.

Key Responsibilities:

  • Client Relationship Management:
    • Build and maintain strong relationships with ultrahigh 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 ultrahigh net worth NRI community to identify and acquire new clients.

Qualifications:

  • 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 ultrahigh 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.
  • Language:
    • Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

  • Competitive Salary and 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

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.


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