Private Wealth Advisor Associate

Client of High Street Resources; Dubai; On-site; AED 300,000 - 520,000; Full time

Job summary

Client of High Street Resources in Dubai is seeking an Associate Wealth Adviser to manage a defined portfolio of private clients and deliver high-quality financial guidance across investments, wealth planning and lending.

You will work within an established international wealth management business, building trusted client relationships, ensuring regulatory compliance, and progressing toward senior advisory qualifications as your expertise grows.

Qualifications

• Experience in private banking or wealth management roles with regulated financial services.
• Demonstrated ability to manage client relationships and deliver appropriate financial advice.
• Strong understanding of investment products, markets, wealth planning and lending solutions.
• Commitment to ongoing professional development and regulatory qualifications.

Responsibilities

• Manage and service an assigned portfolio of private clients.
• Build trusted relationships through proactive communication and personalised financial advice.
• Deliver high-quality client service across investments, banking wealth planning and lending.
• Identify evolving client requirements and recommend appropriate financial solutions.
• Support client retention, asset consolidation and portfolio development.
• Refer complex or higher-value client requirements to senior advisers when appropriate.

Skills

Client relationship management

Communication skills

Commercial awareness

Organisational skills

Education

RDR-compliant financial advice qualification

CeMAP or equivalent regulated lending qualification

Tools

CRM systems

Financial planning tools

Microsoft Office

Job description

Client of High Street Resources in Dubai is seeking an Associate Wealth Adviser to manage a defined portfolio of private clients and deliver high-quality financial guidance across investments, wealth planning and lending.

You will work within an established international wealth management business, building trusted client relationships, ensuring regulatory compliance, and progressing toward senior advisory qualifications as your expertise grows.