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.