Global Partners Adviser | Dubai, UAE

Skybound Wealth Management; Dubai; On-site; USD 60,000 - 100,000; Full time

Job summary

Skybound Wealth Management in Dubai is seeking a Global Partners Adviser to manage and grow client relationships while delivering holistic financial advice. This role offers a unique opportunity to work with a diverse clientele supported by a strong internal team, ensuring compliance and superior client service delivery.

Benefits

Competitive base salary

Performance-based bonuses

UAE visa and insurance sponsorship

Ready made book of clients

Ongoing training and development

Qualifications

• Previous experience in wealth management in an advisory capacity.
• Ability to identify new business opportunities.
• Strong soft skills: organized, process-driven, flexible.

Responsibilities

• Conduct regular review meetings with clients to assess financial plans.
• Act as primary contact for an assigned book of clients.
• Collaborate with internal teams to execute financial plans.

Skills

Communication

Interpersonal

Analytical

Proactive

Job description

Global Partners Adviser

Skybound Wealth Management Dubai, United Arab Emirates

About Skybound Wealth Management:

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Spain, UAE, Malaysia, and Mauritius. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance, operations, and tax.

About the role:

Global Partners is our award-winning client servicing division, dedicated to delivering a first-class experience for our valued clients around the world. As a Global Partners Adviser, you will take a lead role in managing and growing existing client relationships, delivering holistic financial advice across multiple regulatory jurisdictions. This is a unique opportunity to work with globally minded clients and to be supported by best-in-class infrastructure and leadership.

Key Responsibilities:

Financial Advisory Services:

• Conduct regular review meetings with clients, including updating financial assessments and analyses to adjust existing and new financial plans
• Recommend financial planning solutions and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
• Provide expert advice on investment strategies, retirement planning, protection and other areas of wealth management.
• Leverage global regulatory licences (e.g. SCA, CySEC, FCA, FINMA) to provide compliant, cross-border advice

Client Relationship Management:

• Act as the primary point of contact for an assigned book of clients, maintaining high levels of trust and engagement
• Identify opportunities to deepen existing relationships through proactive planning and value-added conversations

Collaboration and Communication:

• Collaborate with internal teams, including investment specialists, to ensure the seamless execution of financial plans or adjustments to portfolios
• Communicate effectively with clients, keeping them informed about market trends, investment performance, and relevant financial updates.

Compliance and Documentation:

• Ensure compliance with regulatory requirements and company policies in all client interactions
• Maintain accurate and up-to-date client records and documentation within the company's Salesforce CRM system

Desired Skills and Experience:

• Previous experience in wealth management, in an advice, servicing or support capacity
• Excellent communication and interpersonal skills
• Ability to service existing clients and identify new areas of potential business
• Good soft skills (organised, process-driven, analytical, flexible, pro-active, creative)

You will benefit from:

• A competitive basic salary
• Additional performance-based incentives, including commission and bonuses based on client retention and new business
• UAE visa and insurance sponsorship as standard
• A ready made book of clients to inherit and grow
• Ongoing training and development from the Group Head of Proposition and other senior advisers
• Full support to complete industry qualifications and progress your career within the business
• Strong ethos of team spirit and support for new starters

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

Department Global Partners Locations Dubai Office

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