Dubai Private Banking: Associate Wealth Adviser

High Street Resources; Dubai; On-site; AED 240,000 - 360,000; Full time

Job summary

High Street Resources seeks an Associate Wealth Adviser to manage a defined portfolio of private clients and deliver high-quality financial guidance across investments, banking, wealth planning, and lending solutions in Dubai. You will maintain compliance with regulatory standards while strengthening client relationships and portfolio retention.

You will work with Wealth Advisers and product specialists to provide tailored investment strategies and financial planning, continually developing your

Qualifications

• Experience in private banking or wealth management with regulated advisory background.
• Strong client relationship and advisory capabilities with compliance focus.
• Knowledge of investment, wealth planning and lending products and governance standards.
• Proven ability to work independently within a team and manage multiple priorities.

Responsibilities

• Manage and service a defined portfolio of private clients with tailored advice.
• Deliver high quality financial advice across investments, wealth planning and lending.
• Prepare suitability reports and client communications in line with regulatory standards.
• Maintain client records and comply with internal policies and governance.
• Collaborate with senior advisers and product specialists to grow the portfolio.

Education

RDR-compliant financial advice qualification (Level 4)

CeMAP or equivalent regulated lending qualification

Tools

CRM systems

Financial planning tools

Microsoft Office

Job description

High Street Resources seeks an Associate Wealth Adviser to manage a defined portfolio of private clients and deliver high-quality financial guidance across investments, banking, wealth planning, and lending solutions in Dubai. You will maintain compliance with regulatory standards while strengthening client relationships and portfolio retention.

You will work with Wealth Advisers and product specialists to provide tailored investment strategies and financial planning, continually developing your