Vice President of Wealth Management

About This Role

About Us:

ALOIS Australia is a leading Talent and Technology Solutions company, focused on helping businesses across the country build stronger teams, smarter processes, and sustainable growth.

We work with organisations in diverse industries to deliver integrated workforce and technology solutions, from innovative hiring strategies to end-to-end digital transformation. Our approach combines data, insight, and human expertise to help clients solve complex workforce challenges with clarity and confidence.

Through our deep industry experience and commitment to excellence, we provide scalable, high-performance solutions that deliver measurable impact. Whether it’s onshore project delivery, workforce optimisation, or specialised technology services, ALOIS Australia ensures results that truly make a difference.

From Sydney to Perth and everywhere in between, we’re driven by one purpose: to empower Australian businesses and professionals to thrive in a rapidly changing world of work. At ALOIS Australia, every challenge is an opportunity to innovate, and every partnership is built on trust, transparency, and long-term success.

Job Title – Senior Vice President: Investment Strategies

Job Location – Dubai

Experience – (Relevant) 3+ Years

Employment Type – Full time

What role you will play in Team:

Role Overview

We are seeking a sophisticated and driven Wealth Manager to join our wealth management team. In this role, you will act as a primary advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.

Your goal is to provide holistic financial guidance, ranging from investment strategy and tax planning to estate management and philanthropic goals.

The ideal candidate possesses a rare blend of analytical rigor and emotional intelligence, capable of translating complex financial data into actionable, personalized life strategies.

Key Responsibilities

• Relationship Management: Build and maintain long-term relationships with a portfolio of private clients, serving as their "financial quarterback.
• Strategic Planning: Develop comprehensive financial plans that include asset allocation, retirement planning, risk management, and tax-efficient strategies.
• Portfolio Analysis: Monitor market trends and rebalance client portfolios to ensure alignment with risk tolerance and long-term objectives.
• Business Development: Proactively identify and acquire new high-net-worth clients through networking, referrals, and community involvement.
• Collaboration: Coordinate with clients' external legal and tax advisors to ensure a seamless execution of estate and legacy plans.
• Compliance: Maintain strict adherence to industry regulations, fiduciary standards, and internal firm policies.

Qualifications & Skills

• Education: Bachelor’s degree in Finance, Economics, or a related field (MBA or Master’s preferred).
• Certification: CFP® (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation is highly preferred.
• Experience: 3 years in private banking, investment management, or financial planning.
• Technical Savvy: Proficiency with CRM software (e.g., Salesforce), financial modeling tools, and portfolio management systems.
• Soft Skills: Exceptional communication skills and the "bedside manner" required to handle sensitive family dynamics and market volatility.

Stay Connected with us:

Learn more about ALOIS in Australia, visit our webpage ALOIS Australia

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EEO Statement:

ALOIS Australia is committed to fostering a diverse and inclusive workplace. We provide equal employment opportunities to all qualified applicants and do not discriminate on the basis of race, colour, religion, sex, age, national origin, disability, or any other characteristic protected under applicable laws. We value diversity and believe it strengthens our people, our culture, and the outcomes we deliver.