Job Description

NRI Private Wealth Manager
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• Job Reference: 00001284-1
• Date Posted: 18 July 2024
• Recruiter: Independent Resourcing Consultancy
• Location: Abu Dhabi
• Salary: AED12,000 to AED24,000 Per Month
• Bonus/Benefits: + Bonus Incentives
• Sector: Wealth Management
• Job Type: Permanent
• Contact: Maria Inglis



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Our 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.