Dubai-Based Private Wealth Adviser for International Clients

Prestige IFA Jobs; Dubai; On-site; AED 280,000 - 460,000; Full time

Job summary

Prestige IFA Jobs represents a client in Dubai seeking an experienced Private Wealth Adviser to join their Dubai operation. The role focuses on developing and growing a personal client portfolio and serving international and expatriate clients with a holistic advisory approach.

The adviser will work with a fully licensed, multi-jurisdictional platform, supported by centralised compliance, operations and paraplanning to focus on building relationships and delivering quality advice that grows the

Qualifications

• Strong financial advisory knowledge across investments, pensions, protection and estate planning.
• Experience developing and growing a personal client portfolio.
• Ability to identify opportunities and build long-term client relationships.

Responsibilities

• Develop and grow a personal client portfolio.
• Generate new business through referrals, networks, events and proactive outreach.
• Identify and convert prospective clients into long-term advisory relationships.
• Provide holistic financial advice across investments, pensions, protection, tax and estate planning.
• Advise internationally mobile clients across multiple jurisdictions.

Skills

Client relationship management

Financial advisory knowledge

Networking

Education

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)

Job description

Prestige IFA Jobs represents a client in Dubai seeking an experienced Private Wealth Adviser to join their Dubai operation. The role focuses on developing and growing a personal client portfolio and serving international and expatriate clients with a holistic advisory approach.

The adviser will work with a fully licensed, multi-jurisdictional platform, supported by centralised compliance, operations and paraplanning to focus on building relationships and delivering quality advice that grows the