NRI Portfolio Manager

6 days ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
About the Role:

The NRI Vice President will be responsible for managing a portfolio of ultra-high-net-worth non-resident Indian clients.

Key responsibilities include client relationship management, personalized banking services, investment advisory, wealth planning, and market analysis.

The successful candidate will have a minimum of 7-10 years of experience in private banking or wealth management in the UAE, with a transferable client portfolio and AUM.

  1. Build and maintain strong relationships with ultra-high-net-worth NRI clients.
  2. Provide customized banking solutions, including lending, deposits, and cash management.
  3. Offer expert advice on investment opportunities, asset allocation, and risk management.
  4. Collaborate with internal teams to develop comprehensive wealth planning strategies.
  5. Stay informed about global financial markets and economic trends.

The ideal candidate will have a strong analytical and quantitative skills, excellent communication and interpersonal skills, and a proven ability to build and maintain relationships with ultra-high-net-worth clients.



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