DIFC Boutique Wealth Manager — Growth, Mentoring & Lead Gen

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Dubai; Vor Ort; AED 300.000 - 460.000; Vollzeit

Zusammenfassung

Our client, a prestigious Dubai DIFC boutique wealth manager, seeks an Associate Wealth Manager who already manages a client book and AUM. You will provide holistic financial planning and wealth advice to both existing and prospective clients, supported by a strong leadership team and an extensive marketing network.

You will work in a collaborative environment that rewards relationship-building, compliance excellence and long-term client growth, with clear progression toward senior advisory

Qualifikationen

• CISI Level 4 qualification is essential.
• Experience advising clients in Wealth Management or Financial Planning.
• Existing portfolio of clients and assets under management, even if modest.
• Passion for holistic financial planning over product-led advice.
• Strong relationship management and communication skills.
• Consultative, ethical and client-first approach.
• Commercial awareness with ambition to grow client bank.
• Desire to build a long-term career in a boutique, high-performing business.

Aufgaben

• Provide holistic financial planning and wealth management advice to existing and prospective clients.
• Build long-term client relationships and support lead generation, business development, compliance and administration.
• Balance developing your own client portfolio with opportunities generated by marketing and referrals.
• Collaborate with leadership to maintain high client service standards.

Kenntnisse

Relationship management

Client-first approach

Commercial awareness

Holistic planning

Communication skills

Ethical advisory

Portfolio of clients

Ausbildung

CISI Level 4 qualification

Jobbeschreibung

Our client, a prestigious Dubai DIFC boutique wealth manager, seeks an Associate Wealth Manager who already manages a client book and AUM. You will provide holistic financial planning and wealth advice to both existing and prospective clients, supported by a strong leadership team and an extensive marketing network.

You will work in a collaborative environment that rewards relationship-building, compliance excellence and long-term client growth, with clear progression toward senior advisory