High Net Worth NRI Financial Consultant
10 hours ago
The role of the NRI Private Wealth Manager is to provide bespoke financial advice, investment management, and wealth planning services to high-net-worth non-resident Indian clients.
Key Responsibilities- Client Relationship Management
- Build and maintain long-term relationships with high-net-worth NRI clients.
- Understand clients' financial goals, risk tolerance, and investment preferences.
- Conduct regular reviews and updates with clients to ensure their financial plans remain aligned with their objectives.
- Financial 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 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.
- Business Development
- Identify and pursue new business opportunities within the NRI market.
- 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.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification (e.g., CFA, CFP) is preferred.
- Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients with a client portfolio and AUM that is transferable.
- In-depth knowledge of financial products, investment strategies, and wealth planning tools.
- Strong understanding of the financial and regulatory environment affecting NRI clients.
- Excellent communication, interpersonal, and relationship-building skills.
- Proven track record in business development and client acquisition.
- Client-centric approach with a strong commitment to delivering exceptional service.
- Analytical mindset with the ability to interpret complex financial data and market trends.
- High level of integrity and professionalism.
- Proficiency in financial planning software and CRM systems.
- Ability to work independently and as part of a collaborative team.
- Competitive salary and performance-based incentives.
- Comprehensive health insurance and retirement benefits.
- Continuous professional development opportunities.
- Supportive and dynamic work environment.
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