Wealth Strategist for High-Net-Worth Individuals

4 days ago


Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time
Key Responsibilities
  • Build and maintain long-term relationships with high-net-worth NRI clients, understanding their financial goals, risk tolerance, and investment preferences.
  • 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, constructing and managing bespoke investment portfolios that ensure diversification and alignment with clients' risk tolerance.
  • Monitor and review investment performance, making adjustments as necessary to optimize returns, while ensuring all advisory activities comply with local and international regulatory standards.


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