NRI Private Wealth Manager - Abu Dhabi, United Arab Emirates - Independent Resourcing Consultancy

    Independent Resourcing Consultancy
    Independent Resourcing Consultancy Abu Dhabi, United Arab Emirates

    1 week ago

    Description


    Job Specification: NRI Private Wealth Manager

    Location: Abu Dhabi

    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.



    Package Details


    - Competitive Salary and Performance-Based Incentives.

    - Comprehensive health insurance and retirement benefits.

    - Continuous professional development opportunities.

    - Supportive and dynamic work environment.


  • Work in company

    Wealth Manager

    Only for registered members

    Wealth Manager to manage and grow relationships with high-net-worth clients within a professional advisory-led trading environment. · Proven experience in wealth management private banking or client advisory roles within financial services. · Strong understanding of financial mar ...

    Abu Dhabi, Abu Dhabi Emirate

    1 month ago

  • Work in company

    Wealth Manager

    Independent Resourcing Consultancy

    As a leading organization in their sector with offices in the UK and across the globe our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe. · ...

    Abu Dhabi, United Arab Emirates

    1 week ago

  • Work in company

    Wealth Manager

    Only for registered members

    Wealth manager to manage and grow relationships with high-net-worth clients within a professional trading environment. · ResponsibilitiesManage a portfolio of high-net-worth private clients.Build long-term relationships by understanding client objectives and risk appetite.Provide ...

    Abu Dhabi

    3 weeks ago

  • Work in company

    Wealth Relations Manager

    Gateway

    An established Wealth Advisory firm is seeking Wealth Relationship Manager to join their Business Development team. · ...

    Abu Dhabi, United Arab Emirates

    1 week ago

  • Work in company

    Private Wealth Manager

    Independent Resourcing Consultancy

    We are seeking a Private Wealth Manager to join our team in Abu Dhabi. The successful candidate will be responsible for delivering sophisticated financial solutions to high-net-worth individuals and families. · ...

    Abu Dhabi, United Arab Emirates

    1 week ago

  • Work in company

    Senior Wealth Manager

    Only for registered members

    We are building an elite Wealth Management team with deep expertise in Capital Markets in our FSRA-licensed UAE company, · specializing in brokerage and investment services, · designed to engage and serve UHNW clients.This isn't standard roles - it's a chance to be a founding mem ...

    Abu Dhabi

    1 week ago

  • Work in company

    Arabic QA Tester – Wealth Management

    Only for registered members

    Design and execute test cases for wealth management and trading applications. Validate Arabic and English language interfaces for accuracy and compliance. · Perform User Acceptance Testing and functional testing for digital onboarding, trading workflows, and customer lifecycle jo ...

    Abu Dhabi - United Arab Emirates (UAE) Full time

    5 days ago

  • Work in company

    Oracle PL/SQL Technical Analyst – Wealth Management Systems

    Only for registered members

    Urgent requirement for Oracle PL/SQL Technical Analyst – Wealth Management Systems is required for our banking clients in Abu Dhabi. · The PL/SQL Developer / Technical Analyst will be responsible for designing, developing, and maintaining Oracle-based applications and databases, ...

    Abu Dhabi

    1 month ago

  • Work in company

    Techno Functional Wealth Consultant – Advent or Prospero

    Only for registered members

    Wealth Consultant will lead the development and enhancement of wealth management solutions focusing on platforms such as Advent and Prospero. The role requires deep domain knowledge in wealth and investment operations strong stakeholder engagement and the ability to translate bus ...

    Abu Dhabi, Abu Dhabi Emirate

    1 month ago

  • Work in company

    Premier Relationship Director I

    Only for registered members

    We are currently seeking an ambitious individual to join our International Wealth and Premier Banking team, · Achieve agreed KPI objectives and profit growth through the development of existing and new Premier client relationships. · Proactively grow and manage a portfolio of Hig ...

    Abu Dhabi, Abu Dhabi Emirate

    3 weeks ago

  • Work in company

    Senior Technical Analyst

    Only for registered members

    Job Position - · Senior Technical Analyst / Implementation Support (Wealth) · Company- · RiDiK Pte Ltd · Experience - · 8+ Years · Location - · Abu Dhabi, UAE · Job Summary: · We are seeking a highly experienced Senior Technical Analyst / Implementation Support professional with ...

    Abu Dhabi, Abu Dhabi Emirate

    3 hours ago

  • Work in company

    Property Wealth Advisors

    Only for registered members

    This role involves assisting clients in achieving their real estate investment goals. · Providing tailored wealth management advice. · Developing financial plans. · Facilitating property investments. · ...

    Abu Dhabi, Abu Dhabi Emirate

    2 weeks ago

  • Work in company

    Client Engagement Specialist

    Only for registered members

    Vault is seeking a Client Engagement Specialist to act as the initial point of contact for prospective clients who have made an inbound enquiry regarding our wealth management services through digital channels or marketing campaigns. · ...

    Abu Dhabi, Abu Dhabi Emirate

    1 month ago

  • Work in company

    Technical Product Owner

    Only for registered members

    Seeking an experienced Technical Product Owner to lead the strategy delivery and enhancement of digital Brokerage Wealth platforms The role requires strong domain expertise in investment trading lifecycle combined with technical knowledge of digital platform architecture integrat ...

    Abu Dhabi, Abu Dhabi Emirate

    1 week ago

  • Work in company

    Investment Advisor – Wealth

    Only for registered members

    This role involves collaborating with RMs across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews and providing rebalancing recommendations based on the client's risk appetite and time horizon. · ...

    Abu Dhabi, Abu Dhabi Emirate

    1 month ago

  • Work in company

    Industry Advisor – Portfolio, Client

    Only for registered members

    Cognium is engaging experienced wealth management professionals to join us as Industry Advisors. This role is designed for senior practitioners from DIFC- and ADGM-regulated firms who want to contribute practical, real-world insight into portfolio management, client servicing, an ...

    Abu Dhabi, Abu Dhabi Emirate

    6 days ago

  • Work in company

    Industry Advisor – Portfolio, Client

    Only for registered members

    We are engaging experienced wealth management professionals to join us as Industry Advisors. This role is designed for senior practitioners from DIFC- and ADGM-regulated firms who want to contribute practical, real-world insight into portfolio management, · client servicing, · an ...

    Abu Dhabi, Abu Dhabi Emirate

    1 month ago

  • Work in company

    financial sales consultants – uae nationals only

    Only for registered members

    We are looking for UAE Nationals to join our team as Financial Consultants in Abu Dhabi. You will be part of a boutique service dedicated to offering professional financial advice and service to UAE National clients. · ...

    Abu Dhabi, Abu Dhabi Emirate

    1 month ago

  • Work in company

    Area Director

    Only for registered members

    Area Director – International Wealth and Premier Banking (IWPB), Abu Dhabi · Some careers open more doors than others. · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. · HSBC International Wealth and Premier Banking ...

    Abu Dhabi, Abu Dhabi Emirate

    3 days ago

  • Work in company

    Product Analyst

    Only for registered members

    We are now looking for a Product Analyst to join our growing team. This role is ideal for someone passionate about financial technology, data-driven insights, AI, and translating user behaviour into actionable product improvements. · Translate product requirements into clear, pri ...

    Abu Dhabi د.إ180,000 - د.إ330,000 (AED) per year

    4 days ago

Jobs
>
Abu Dhabi