Independent Financial Advisor – Dubai, UAE

International Financial Advisor Jobs; Dubai; Hybrid; AED 180,000 - 320,000; Full time

Benefits offered by this job

Dynamic, award-winning work environment

Comprehensive training and development programs

Lucrative, performance-driven compensation structure

Full support in compliance, administration, CRM, and marketing

Compliance & marketing support

Job summary

A leading independent digital private investment bank in Dubai is seeking Wealth Management Advisors to join their team. The role involves delivering personalized investment and financial planning support to clients while promoting international financial products. Candidates should have at least 2 years of experience in wealth management, strong communication skills, and a deep understanding of the investment landscape. This position offers a performance-driven compensation structure and opportunities for professional growth.

Qualifications

• 2+ years of experience in wealth management, financial advisory, or investment solutions.
• Deep understanding of the investment landscape.
• Exceptional communication and interpersonal skills.
• Fluent in English, both written and spoken.
• Client-focused, self-motivated, and results-oriented.

Responsibilities

• Deliver personalized investment and financial planning support to clients.
• Assist investment professionals in nurturing and maintaining client relationships.
• Craft accurate, client-focused financial plans.
• Advise clients on medium- to long-term financial solutions.
• Expand your client base and promote international financial products.

Skills

Wealth management

Financial advisory

Investment solutions

Communication skills

Interpersonal skills

Education

Investment qualifications (CISI, CII, or equivalent)

CII

Job description

Our client, a leading independent digital private investment bank and asset management firm, is seeking talented Wealth Management Advisors to join their expanding Dubai team.

With over 100,000 clients worldwide and $12 billion under advice and administration, they are recognized for excellence, innovation, and a client-first approach. Their portfolio includes prestigious clients such as BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament, with accolades from industry peers affirming their leadership in the sector.

The Opportunity

This is a chance to work with international financial products, including:

• Regular savings and bonds


• App-based investment solutions


• Venture capital funds and lump-sum investment options

The role is suited to professionals with existing client books, or those eager to expand their reach globally. Remote and hybrid arrangements are available.

Key Responsibilities

• Deliver personalized investment and financial planning support to clients.


• Assist investment professionals in nurturing and maintaining client relationships.


• Craft accurate, client-focused financial plans.


• Advise clients on medium- to long-term financial solutions.


• Expand your client base and promote international financial products.

Ideal Candidate

• 2+ years of experience in wealth management, financial advisory, or investment solutions.


• Deep understanding of the investment landscape.


• Exceptional communication and interpersonal skills.


• Fluent in English, both written and spoken.


• Client-focused, self-motivated, and results-oriented.

What’s on Offer

• Dynamic, award-winning work environment emphasizing learning, inclusion, and collaboration.


• Exposure to cutting-edge FinTech and international investment products.


• Comprehensive training and development programs.


• Lucrative, performance-driven compensation structure.


• Full support in compliance, administration, CRM, and marketing.

This role is performance-driven and ideal for candidates ready to grow their wealth management practice in an international environment.

Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent).