Senior NRI Wealth Strategist

13 hours ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
Job Description

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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