Global Private Wealth Advisor | Build Your Client Book

Skybound Wealth Management Ltd; Dubai; On-site; AED 350,000 - 700,000; Full time

Job summary

Skybound Wealth Management Ltd is seeking a financial adviser to build and grow a client book through referrals, networks, and proactive outreach. You will deliver holistic financial planning across investments, pensions, protection, tax and estate planning for internationally mobile clients.

You will review and adapt client plans as goals and market conditions evolve, while leveraging central support and regulatory compliance provided by the group.

Qualifications

• Level 4 qualification or equivalent in financial advice.
• Proven track record in building and managing a client book.
• Excellent relationship-building and communication abilities.

Responsibilities

• Develop and grow your own client book through referrals, networks, events and proactive outreach.
• Deliver holistic financial advice across investments, pensions, protection, tax and estate planning.
• Advise internationally mobile clients across multiple jurisdictions.
• Review and adapt client plans as goals, circumstances and markets change.

Skills

Commercial mindset

Relationship-building

Communication skills

Autonomous work

Education

Level 4 qualification in financial advice

Job description

Skybound Wealth Management Ltd is seeking a financial adviser to build and grow a client book through referrals, networks, and proactive outreach. You will deliver holistic financial planning across investments, pensions, protection, tax and estate planning for internationally mobile clients.

You will review and adapt client plans as goals and market conditions evolve, while leveraging central support and regulatory compliance provided by the group.