Global Private Wealth Partner, UAE Focus

Skybound Wealth Management Ltd; Dubai Emirate; On-site; AED 400,000 - 700,000; Full time

Job summary

Skybound Wealth Management Ltd in the UAE seeks an experienced Private Wealth Partner to build and grow a client base within the international and expatriate market. You will deliver holistic wealth advice and manage long-term client relationships with support from a licensed, multi-jurisdictional platform and Plume, our wealth technology.

The role rewards entrepreneurial advisers who can generate opportunities, retain clients and drive recurring revenue, while leveraging central compliance,

Qualifications

• Level 4 qualification in financial advice or equivalent is required.
• Previous experience as a practising financial adviser is essential.
• Proven experience building and managing a client book.

Responsibilities

• Build and grow your own client book through referrals, professional networks, events and proactive outreach.
• Convert prospects into long-term advisory relationships.
• Retain and deepen client relationships with high-quality advice and service.
• Advisers are expected to generate their own opportunities with support from the group’s brand and introducer network.
• Deliver holistic financial advice across investments, pensions, protection, tax and estate planning.
• Advise internationally mobile clients with assets, income or family across multiple jurisdictions.
• Review and adapt client plans as goals and conditions change.

Skills

Relationship building

Communication skills

Autonomy

Growth mindset

Client acquisition

Education

Level 4 qualification in financial advice or equivalent

Job description

Skybound Wealth Management Ltd in the UAE seeks an experienced Private Wealth Partner to build and grow a client base within the international and expatriate market. You will deliver holistic wealth advice and manage long-term client relationships with support from a licensed, multi-jurisdictional platform and Plume, our wealth technology.

The role rewards entrepreneurial advisers who can generate opportunities, retain clients and drive recurring revenue, while leveraging central compliance,