Our client, a leading independent digital private investment bank and asset management firm , is seeking talented Wealth Management Advisors to join their expanding Dubai team.
With over 100,000 clients worldwide and $12 billion under advice and administration , they are recognized for excellence, innovation, and a client-first approach. Their portfolio includes prestigious clients such as BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament , with accolades from industry peers affirming their leadership in the sector.
The Opportunity
This is a chance to work with international financial products , including:
- Regular savings and bonds
- App-based investment solutions
- Venture capital funds and lump-sum investment options
The role is suited to professionals with existing client books, or those eager to expand their reach globally. Remote and hybrid arrangements are available.
Key Responsibilities
- Deliver personalized investment and financial planning support to clients.
- Assist investment professionals in nurturing and maintaining client relationships.
- Craft accurate, client-focused financial plans.
- Advise clients on medium- to long-term financial solutions.
- Expand your client base and promote international financial products.
Ideal Candidate
- 2+ years of experience in wealth management, financial advisory, or investment solutions.
- Deep understanding of the investment landscape.
- Exceptional communication and interpersonal skills.
- Fluent in English, both written and spoken.
- Client-focused, self-motivated, and results-oriented.
What’s on Offer
- Dynamic, award-winning work environment emphasizing learning, inclusion, and collaboration .
- Exposure to cutting-edge FinTech and international investment products .
- Comprehensive training and development programs.
- Lucrative, performance-driven compensation structure.
- Full support in compliance, administration, CRM, and marketing.
This role is performance-driven and ideal for candidates ready to grow their wealth management practice in an international environment.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory , with recognised investment qualifications (e.g., CISI, CII, or equivalent ).
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