Senior NRI Wealth Strategist
13 hours ago
NRI Private Wealth Manager Position Overview:
The Senior NRI Wealth Strategist will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.
This role involves providing bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients.
The ideal candidate will have a strong understanding of the financial and regulatory environment affecting NRI clients and be able to deliver exceptional service with a client-centric approach.
Key Responsibilities include:
- Building and maintaining long-term relationships with high-net-worth NRI clients
- Providing comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning
- Developing and implementing tailored investment strategies that meet clients' financial goals
- Constructing and managing bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance
Requirements and Qualifications:
The successful candidate will have a 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.
A minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients and a transferable client portfolio and AUM, is required.
Benefits:
- Competitive salary of $120,000 per annum
- Performance-based incentives
- Comprehensive health insurance and retirement benefits
- Continuous professional development opportunities
- Supportive and dynamic work environment
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