Independent Financial Advisor

Our client is on the lookout for good Wealth Management Advisors in Dubai.

As the foremost independent digital private investment bank and asset management organization globally, our client takes pride in offering top-tier, professional guidance to expatriate clients and investors worldwide.

With over 100,000 clients worldwide and more than $12 billion under advice and administration, they stand as leaders in their field. Their portfolio includes ownership of esteemed companies like Workplace Solutions (WPS), the appointed pension advisor for prestigious entities such as the BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament, among others.

Their track record speaks volumes, with numerous accolades from industry peers, and a business model that not only ascends vertically but also expands horizontally, ensuring our position at the industry’s forefront.

As they expand their reach, they’re seeking independent wealth management advisors, preferably with established client books, who are eager to offer international financial products ranging from regular savings and bonds to our cutting-edge, app-based investment products, including VC funds and lump-sum investment options.

• A dynamic, award-winning environment fostering inclusion, learning, and collaboration, essential for success.
• The opportunity to engage with the world’s most innovative products and technology.
• Continuous training and development to enhance your skills and advance your career.
• A lucrative compensation structure across all products.
• Comprehensive support in compliance, administration, CRM, and marketing.

They provide remote and hybrid-based opportunities for wealth management advisory professionals seeking to broaden their international product portfolio. Offerings across various sectors include:

• International Fin Tech
• Financial Services
• Finance Sales Business Development
• Structured Finance
• Pension Products

The ideal candidate will provide personalized investment solutions to assist clients in achieving their long-term financial objectives.

• Offering financial planning support to clients.
• Assisting investment professionals in nurturing client relationships.
• Crafting accurate financial plans.
• Advising clients on optimal financial solutions for their medium to long-term plans.

• 2+ years of industry experience.
• Profound understanding of the investment landscape.
• Excellent interpersonal skills.
• Proficiency in English, both written and spoken, is required for this role.

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). This is a performance-driven, client-facing role focused on relationship development and growth.