Cross-Border Financial Planner

Company Description

At Bellwether Associates, we serve as your Personal CFO™, guiding clients through the complexities of the financial landscape. We specialize in creating personalized financial strategies tailored to individual goals, needs, and risk tolerance. Our client-centric approach focuses on building long-term relationships and offering unique, customized solutions rather than generic products. Our experienced wealth managers provide expert guidance across various services, including liability management, life stage roadmaps, risk management, global investments, tax solutions, retirement planning, alternate investment funds, and wills and estate planning.

Role Description

This is a full-time, on-site role for a Private Wealth Manager-NRI, located in Gurugram. The Private Wealth Manager-NRI will be responsible for developing and managing long-term relationships with NRI clients, understanding their financial goals, and providing customized financial solutions. Day-to-day tasks include investment counselling, estate planning, investment management, and ensuring regulatory compliance. The role requires a dedication to client satisfaction and achieving their financial objectives.

Job Responsibilities

• Identify and acquire new NRI customers through various channels such as referrals, networking, and marketing initiatives
• Develop and maintain relationships with NRI customers, providing them with exceptional service and support
• Understand the financial needs and goals of NRI customers and provide them with customized Investment solutions
• Cross-sell various investment products and services to NRI customers, including investments, loans, and insurance
• Monitor and manage the NRI customer portfolio, ensuring timely and accurate documentation, compliance, and risk management
• Collaborate with internal teams such as operations, credit, and product to ensure seamless delivery of services to NRI customers
• Stay updated on market trends and competition in the NRI segment to identify new business opportunities
• Achieve individual and team targets for business growth and revenue generat

Qualifications