Job Specification: NRI Private Wealth ManagerLocation: Abu DhabiOur Client: Our client is a premier financial advisory firm dedicated to providing personalised wealth management services. With a strong reputation for excellence and a client-focused approach, they offer bespoke financial solutions to meet the unique needs of their high-net-worth clients.Position Overview:The NRI Private Wealth Manager 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.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 optimise 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.Qualifications and Experience:- 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 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.- Excellent communication, interpersonal, and relationship-building skills.- Proven track record in business development and client acquisition.Skills and Competencies:- 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.Benefits:- Competitive Salary and Performance-Based Incentives.- Comprehensive health insurance and retirement benefits.- Continuous professional development opportunities.- Supportive and dynamic work environment.Application Process:Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are the right fit for this role.- 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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