Private Client Advisor – Dubai, UAE

Prestige IFA Jobs; Dubai; On-site; AED 300,000 - 540,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based annual bonus (0–15%)

Profit share

Job summary

Prestige IFA Jobs is seeking a UK-qualified wealth advisor to deliver ongoing financial planning and advice. You will manage long-term client relationships, review strategies, and act as a trusted adviser focused on client outcomes, while maintaining compliance and professionalism.

The role offers an expat opportunity with international exposure and remote-work options depending on regulatory jurisdiction and qualifications.

Qualifications

• UK-qualified with Level 4+ qualifications (CII, CISI, CFP or higher).
• Chartered status preferred or working towards Chartered.
• Minimum 3 years’ client-facing experience in wealth management.
• Academic strength with a structured and disciplined approach.
• Professional, ethical, and client-focused.

Responsibilities

• Deliver ongoing financial planning and advice.
• Manage and develop long-term client relationships.
• Review and optimise client strategies over time.
• Act as a trusted adviser focused on client outcomes.
• Maintain high standards of compliance and professionalism.

Skills

Client-facing experience

Structured approach

Professional, ethical

Relationship building

Education

CII Level 4+

CISI Level 4+

CFP or higher

Job description

About the Company

Our client is the Middle East’s only certified fiduciary, CII Chartered and fee-only wealth management firm. With a strong reputation for professionalism and integrity, they operate a fully client-first model, focused on delivering high-quality, long-term financial planning outcomes. This is a rare opportunity for a qualified financial planner to step into a pure advisory role, inheriting an established and high-quality client portfolio with no requirement to generate new business.

Responsibilities

• Deliver ongoing financial planning and advice
• Manage and develop long-term client relationships
• Review and optimise client strategies over time
• Act as a trusted adviser focused on client outcomes
• Maintain high standards of compliance and professionalism

Requirements

• UK-qualified (or equivalent) with Level 4+ qualifications (CII, CISI, CFP or higher)
• Ideally Chartered or working towards Chartered status
• Minimum 3 years’ client-facing experience in wealth management
• Academically strong, with a structured and disciplined approach
• Professional, ethical, and client-focused

Compensation & Benefits

Financial & Core Benefits:

• Competitive base salary
• Performance-based annual bonus (typically 0–15%)
• Profit share based on contribution
• Pension / end-of-service benefits
• Private medical insurance and life cover
• Comprehensive health insurance

Lifestyle & Wellbeing

• Wellness initiatives, including events and healthy workplace perks
• Fruit baskets and subsidised lunches
• Flexible leave policy
• 26 days annual leave (excluding public holidays)
• Birthday day off (celebration day)
• Annual flight allowance (from year 2)
• Quarterly social events
• Paid volunteering leave for CSR initiatives

Learning & Development

• Full support for professional qualifications (CII, CISI, CFP, Chartered, etc.)
• Exam fees and professional memberships covered
• Study leave for exams
• Access to training and development resources
• Unlimited book support (firm-sponsored learning library)
• Mentorship from experienced professionals

Additional Benefits

• Free personal financial planning support
• Employee referral bonus scheme
• Reward and recognition programme
• Structured career progression pathways
• Paternity leave (paid)

Culture & Values

• Collaborative and team-oriented
• Focused on long‑term client outcomes
• Committed to continuous learning and improvement
• Driven by integrity and professionalism

Hiring Process

• Application submission
• Initial 30‑minute interview (Teams or phone)
• Psychometric and work‑related assessments
• 1–2 hour interview with team members and leadership
• Final culture‑fit interview with senior leadership

Additional Information

• Minimum of 3 years’ client‑facing experience in wealth management required
• Recognised qualifications (CII Level 4, CISI, CFP or higher) essential
• This is a client service‑focused advisory role, not a sales position

Expat opportunity. This role is open to UK‑qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.

UK‑recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).