Sr. Relationship Manager/Relationship Manager – HNI / NRI Portfolio
Skills
About This Role
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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