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Sr. Relationship Manager/Relationship Manager – HNI / NRI Portfolio

BARJEEL GEOJIT FINANCIAL SERVICES LLC
Dubai, UAE
Senior
3 months ago
Wealth ManagerFinancial AdvisorSr. Relationship Manager/Relationship Manager HNI / NRI PortfolioInvestment AdvisoryHNI Relationship ManagerPrivate Banker
Free

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Wealth ManagerFinancial AdvisorSr. Relationship Manager/Relationship Manager HNI / NRI Portfolio
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Overview

  • Build and manage a portfolio of HNI and NRI clients, including proactively sourcing new clients and deepening engagement with existing clients.
  • Conduct comprehensive client assessments to understand risk profile and investment objectives, ensuring investment allocations are consistent with the firm’s approved products and regulatory guidelines.
  • Develop and execute investment product promotional strategies.
  • Stay abreast of global markets, investment product launches, regulatory developments (especially as relevant to UAE & cross-border/NRI clients) and investment themes.
  • Work closely with internal teams (investment research, product specialists, operations, compliance) to deliver seamless client service and product implementation.
  • Ensure compliance with relevant regulatory, legal and internal governance standards (UAE, FATCA for NRIs etc.)
  • Maintain and grow a strong client network within the HNI/NRI community.

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