Private Client Advisor
4 days ago
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
- 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.
- 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.
- 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.
- Conduct seminars, webinars, and networking events to attract potential clients.
- Collaborate with internal teams to develop marketing strategies targeting the NRI segment.
- 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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