Senior Wealth Advisor

3 weeks ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time
  • About the Role
  • The NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian clients, providing bespoke financial advice, investment management, and wealth planning services tailored to their unique needs.
  • Key Responsibilities
  • Client Relationship Management: Build and maintain long-term relationships with high-net-worth NRI clients, understand their financial goals, risk tolerance, and investment preferences, conduct regular reviews and updates 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.
  • Requirements
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field, a Master's degree or relevant professional certification is preferred.
  • Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients and a transferable portfolio of clients and AUM.
  • In-depth knowledge of financial products, investment strategies, and wealth planning tools, strong understanding of the financial and regulatory environment affecting NRI clients.

Benefits

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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