Client Support Liaison

Skybound Wealth Management Ltd

Dubai

On-site

AED 60,000 - 90,000

Full time

10 days ago

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Benefits offered by this job

Employment visa
Medical insurance

Job summary

Skybound Wealth Management Ltd is seeking a polished professional to join the personal team of one of its top advisers in Dubai. You will manage adviser client administration end-to-end, support paraplanning tasks, and leverage Salesforce, Plume, MoneyMap and AI tools to streamline workflows.

This role sits inside a high-profile adviser team with exposure to international clients. You will demonstrate strong organisation, accuracy, and communication with senior clients, and thrive in a

Qualifications

  • 2+ years in financial services, ideally adviser support or admin.
  • High-level organisation, accuracy, and attention to detail.
  • Strong communication skills and professionalism with senior clients.
  • Tech-confident and quick to learn new systems.
  • Ability to work in a fast, demanding, quality-driven environment.

Responsibilities

  • Own the adviser’s client admin end-to-end: meeting packs, documentation, workflow management.
  • Support light paraplanning tasks: research, letters, drafting, report preparation.
  • Use Skybound’s tech platforms to streamline processes and elevate the client experience.
  • Liaise with providers, internal teams, and clients to keep cases moving with zero friction.
  • Maintain the high compliance standards expected across all Skybound entities.

Skills

Finance experience
Attention to detail
Communication skills
Tech savviness
Fast-paced work

Tools

Salesforce
Plume
MoneyMap
AI tools

Job description

About Us

Skybound Wealth Management is a global advisory group with regulated entities across the UK, EU, USA, Switzerland, UAE and beyond. We advise international professionals and families, backed by a world-class operations, tech, and compliance framework.

Dubai is the heartbeat of our business. It’s where expat wealth meets global ambition, and where Skybound has just been recognised with multiple awards including Company of the Year and Excellence in Client Service.

The Opportunity

We’re looking for a polished, capable professional to join the personal team of one of Skybound’s top advisers. This is more than admin. This is the engine room of a high-performing advisory practice.

You will be the person who keeps the adviser operating at the highest level, supports client relationships that span continents, and makes sure every touchpoint is seamless.

Why This Role Stands Out
  • You’ll sit inside a high-profile adviser team
  • Direct exposure to international, high-value clients
  • Access to Skybound’s tech: Salesforce, Plume, MoneyMap, AI-driven tools
  • A clear pathway to progress within an award-winning global firm
  • A role where your standards, pace, and precision genuinely matter
Key Responsibilities
  • Own the adviser’s client admin end-to-end: meeting packs, documentation, workflow management
  • Support light paraplanning tasks: research, letters, drafting, report preparation
  • Use Skybound’s tech platforms to streamline processes and elevate the client experience
  • Liaise with providers, internal teams, and clients to keep cases moving with zero friction
  • Maintain the high compliance standards expected across all Skybound entities
What You Bring
  • Minimum 2 years’ experience in financial services, ideally adviser support or admin
  • High-level organisation, accuracy, and attention to detail
  • Strong communication skills and professionalism with senior clients
  • Tech-confident and quick to learn new systems
  • Ability to work in a fast, demanding, quality-driven environment
What You’ll Get
  • Competitive salary and benefits package
  • Employment visa and medical insurance
  • A front-row seat inside one of Skybound’s most dynamic adviser teams
  • Daily exposure to international clients and strategic partners
  • Career progression in a growing, award-winning Dubai business

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

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