Private Equity Advisor

Prestige IFA Jobs; Sharjah; On-site; AED 120,000 - 180,000; Full time

Job summary

Remote DXB seeks a wealth adviser to manage a portfolio of high-net-worth and internationally mobile clients, delivering holistic financial planning and investment guidance.

You will introduce clients to exclusive private markets, generate new business via networking and partnerships, and provide ongoing portfolio reviews for long-term wealth planning. An entrepreneurial mindset and expatriate experience are valued.

Qualifications

• CISI Level 3 or equivalent financial advisory qualifications.
• 5+ years in wealth management, financial advisory or private banking.
• Strong relationship-building and client development skills.
• Entrepreneurial mindset to build an advisory practice.
• Experience with high-net-worth or expatriate clients preferred.

Responsibilities

• Develop and manage a portfolio of high-net-worth and internationally mobile clients.
• Deliver holistic financial planning and investment advice.
• Introduce clients to alternative investments and private market opportunities.
• Generate new business through networking, referrals and professional partnerships.
• Provide ongoing portfolio reviews and long-term wealth planning support.

Skills

Client relationship management

Business development

Investment advisory

High-net-worth experience

Expatriate client experience

Education

CISI Level 3 Certification

CISI Level 4 Certification (preferred)

Job description

Responsibilities

• Develop and manage a portfolio of high-net-worth and internationally mobile clients
• Deliver holistic financial planning and investment advice
• Introduce clients to alternative investments and private market opportunities
• Generate new business through networking, referrals and professional partnerships
• Provide ongoing portfolio reviews and long-term wealth planning support

Requirements

• CISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)
• 5+ years of experience in wealth management, financial advisory or private banking
• Strong relationship-building and client development skills
• Entrepreneurial mindset and motivation to build an advisory practice
• Experience advising high-net-worth or expatriate clients preferred

About the Company

Our client is a rapidly growing boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients. They combine traditional financial planning with access to exclusive private market and alternative investment opportunities.