Trainee Wealth Manager | Dubai, UAE

HoxtonWealth; Dubai; On-site; GBP 24,000 - 29,000; Full time

Job summary

An established industry player in financial services is seeking a Trainee Wealth Manager to embark on a structured three-year training program in Dubai. This role offers a unique opportunity to develop essential skills in wealth management while earning a competitive salary and commissions. Candidates will engage in extensive client outreach, gaining valuable experience in investment management and client servicing. Ideal for resilient and ambitious individuals, this position promises a pathway to a rewarding career in financial planning with international exposure and growth potential.

Benefits

Visa and medical in Dubai

Qualifications

• Strong work ethic and resilience are essential for success.
• Effective communication skills to engage clients and generate leads.

Responsibilities

• Generate activity and leads through phone-based outreach.
• Complete a structured training program with mentorship.

Skills

Resilience and Grit

Effective Communication

Willingness to Learn

Discipline and Organization

Entrepreneurial Drive

Persistence and Assertiveness

Professional Appearance

Confidence and Competitiveness

Hardworking Nature

Simplicity in Communication

Education

Minimum of sixth-form or college education

Job description

About the job: Trainee Wealth Manager

Position: Trainee Wealth Manager

Company Overview:

Hoxton Wealth is a global financial services firm with offices in Cyprus, the US, the UK, Dubai, South Africa, and Australia. We leverage technology and tax-efficient strategies to deliver comprehensive wealth management services, managing over £2.5 billion in assets under management (AUM). Our goal is to help clients achieve their financial objectives through personalized solutions and long-term wealth growth strategies.

About the Role:

This demanding role requires resilience and a strong work ethic. Initially, you will learn to generate activity and leads within our financial planning niche, primarily through phone-based outreach, with a minimum expectation of 100 calls daily and one booking per day.

During the program, you will gain exposure to investment management, paraplanning, client servicing, and technical advice, with performance-based monthly incentives. The training lasts 24-36 months, including obtaining UK financial qualifications, with an initial six-month structured training period in Dubai, where mentorship and hands-on experience are provided.

Key Skills and Attributes:

• Resilience and Grit
• Confidence and Competitiveness
• Willingness to Learn
• Hardworking Nature
• Effective Communication
• Minimum of sixth-form or college education
• Discipline and Organization
• Entrepreneurial Drive
• Simplicity in Communication
• Professional Appearance
• Persistence and Assertiveness

Salary and Progression:

The structured three-year program offers clear milestones:

Year One

• Salary: £24,000
• Commission: 5% on £0-£100,000; 10% on £100,000+ (rolling 12 months)
• Benefits: Visa and medical in Dubai

Year Two

• Salary: £26,400
• Commission: 10% on £100,000+
• Benefits: Visa and medical in Dubai

Year Three

• Salary: £28,800
• Commission: 10% on £100,000+
• Benefits: Visa and medical in Dubai

Performance Expectations:

• 500 dials/week
• 5 hours talk time/week
• 5 booked meetings/week
• 3 face-to-face meetings/week

Target Milestones:

• 3 months UK: £1M AUM, 4 new clients
• 6 months: £3M AUM, 6 new clients, £40K revenue
• Year 1: £6M AUM, 16 clients, £100K revenue
• Year 2: £6M AUM, 25 clients, £200K revenue
• Year 3: £7.5M AUM, 30 clients, £250K revenue

Upon completion, successful candidates will transition into a Pathway Financial Planner role, a salaried advisory position with further training.

This role is suited for resilient, ambitious individuals seeking a career in wealth management with international exposure.

Learn more about financial planning: https://www.skool.com/hoxtonlife

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