Private Client Advisor – Dubai, UAE

International Financial Advisor Jobs; Dubai; Presencial; AED 257.069 - 440.690; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private medical insurance

Retirement and savings plans

Support for transitioning client books

Descripción de la vacante

International Financial Advisor Jobs seeks Level 4 qualified advisers for a flexible role based in Dubai. This position allows advisers to provide private wealth services while managing an international client base across multiple jurisdictions.

Ideal candidates will have a proven track record in wealth management, with a focus on client relationship building. The firm offers a collaborative environment, private medical insurance, and support for building independent practices.

Formación

• Minimum three years client-facing experience in wealth management or life insurance advisory.
• Demonstrated passion for building and maintaining a client bank.

Responsabilidades

• Provide advice, portfolio management, tax planning, and property finance.
• Manage a client base across multiple jurisdictions.
• Collaborate with the team while delivering tailored client solutions.

Conocimientos

Client relationship management

Investment advisory

Cross-border client service

Educación

Level 4 UK qualification

Level 3 UK qualification (for UAE-based candidates)

Descripción del empleo

Company Overview

Our client is a well‑established boutique global wealth management firm, part of a group of affiliate companies focused on key sectors including asset management, technology, capital markets, commodities, and infrastructure. They are building a next‑generation platform business providing innovative, flexible, and cross‑border investment solutions.

• Global presence: London, Dubai, Zurich, Malta, Ireland, Hong Kong
• Licensed & regulated: UK, EU, UAE (SCA), and in 2024, Australia
• Investment solutions: Absolute return, multi‑asset, institutional funds, offshore & UCITS 5 fund structures

Candidate Profile

We are seeking highly skilled Level 4 qualified advisers who:

• Have big ambitions and are hungry for success
• Demonstrate passion for cross‑border client service
• Hold at least Level 4 UK qualification (Level 3 considered for UAE‑based candidates)
• Manage minimum £10m clean AUM (excluding contracted regular savings products)
• Have a proven track record of building and maintaining a client bank

Flexible Location

Flexible location: UK, Europe, UAE – remote working supported, not tied to a specific office. Advisers with existing clients can seamlessly transition between jurisdictions while maintaining their international client relationships.

Key Responsibilities

• Provide private wealth services including advice, portfolio management, tax planning, property finance, and protection
• Build and manage a loyal client base across multiple jurisdictions
• Collaborate within a team while delivering autonomous client solutions
• Uphold the firm’s uniform advice proposition and high standards across all offices

What They Offer

• Collaborative and dynamic environment – challenge the status quo and help improve operations
• Build your own advice practice within their regulatory framework
• Centralized support: licensing, compliance, product, processes, and lead generation
• Private medical insurance regardless of location
• Retirement and savings plans for long‑term financial security
• Support for advisers planning to exit or sell their book in the future
• Programs leading to chartered status in wealth management, fund management, compliance, or investment operations
• Dubai office: hybrid structure (Tue–Thu in office, Mon & Fri remote)

Note: 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).