NRI Private Wealth Manager

Job Description

411_2316015

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.

#J-18808-Ljbffr

2025-11-11 12:52:52