High Net Worth Client Advisor

Dubai, Dubai, United Arab Emirates

Independent Resourcing Consultancy Ltd

Full time

About the Role:We are seeking an experienced High Net Worth Client Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of ultra-high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship Management: Build and maintain strong relationships with ultra-high-net-worth NRI clients, understanding their unique financial needs, goals, and preferences.Personalized Banking Services: Provide customized banking solutions, including lending, deposits, and cash management, tailored to each client’s requirements.Investment Advisory: Offer expert advice on investment opportunities, asset allocation, and risk management, leveraging the full suite of products and services offered by the company.Wealth Planning: Collaborate with internal teams to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.Market Analysis: Stay informed about global financial markets, economic trends, and investment opportunities to provide timely and relevant advice.Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.Compliance: Ensure all banking and advisory activities comply with regulatory standards and company policies.Networking: Actively network within the ultra-high-net-worth NRI community to identify and acquire new clients.Requirements:Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. A Master’s degree or professional certifications (e.g., CFA, CFP) is a plus.Experience: Minimum of 7-10 years of experience in private banking or wealth management, in the UAE with a transferable client portfolio and AUM.Skills: Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proven ability to build and maintain relationships with ultra-high-net-worth clients. Proficiency in using financial planning and portfolio management tools. Ability to work independently and as part of a team.Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE. Fluency in English is required; knowledge of Arabic is an advantage.What We Offer:Competitive Salary + BonusComprehensive health and wellness benefits.Opportunities for professional growth and development.A collaborative and innovative work environment.Access to cutting-edge digital tools and platforms.Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

Apply