Private Client Advisor

4 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

About the Role

The Private Client Advisor will be responsible for managing a portfolio of high-net-worth NRI clients. This role involves providing bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients.

Key Accountabilities

  1. Client Acquisition and Retention
  • Identify and pursue new business opportunities within the NRI market.
  • Build and maintain long-term relationships with high-net-worth NRI clients.
Financial Planning and 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 Portfolio 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 optimize returns.
Marketing and Business Development
  • 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.

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