Private Client Advisor – Dubai, UAE

International Financial Advisor Jobs; Dubai; On-site; AED 257,069 - 440,690; Full time

Benefits offered by this job

Private medical insurance

Retirement and savings plans

Support for transitioning client books

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Client relationship management

Investment advisory

Cross-border client service

Education

Level 4 UK qualification

Level 3 UK qualification (for UAE-based candidates)

Job description

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).