INDEPENDENT FINANCIAL ADVISOR – DUBAI
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Key skills for this role
About the Role
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.
Key Skills for This Role
Full Job Posting
Overview
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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- Built with Kit
- Tagged as: advisor, Career, Chartered Advisor, DipFA, DipPFS, Dubai, Finance Jobs, Independent Financial Advisor, International Financial Advisor, International IFA Jobs, Investment Advisor Jobs, UAE, UK Financial Advisors, United Arab Emirates, Wealth Advisor, Wealth Management, Wealth Management Advisor, Wealth Manager
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