Private Wealth Manager - DIFC

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Dubai; On-site; AED 300,000 - 460,000; Full time

Job summary

Our client, a prestigious Dubai DIFC boutique wealth manager, seeks an Associate Wealth Manager who already manages a client book and AUM. You will provide holistic financial planning and wealth advice to both existing and prospective clients, supported by a strong leadership team and an extensive marketing network.

You will work in a collaborative environment that rewards relationship-building, compliance excellence and long-term client growth, with clear progression toward senior advisory

Qualifications

• CISI Level 4 qualification is essential.
• Experience advising clients in Wealth Management or Financial Planning.
• Existing portfolio of clients and assets under management, even if modest.
• Passion for holistic financial planning over product-led advice.
• Strong relationship management and communication skills.
• Consultative, ethical and client-first approach.
• Commercial awareness with ambition to grow client bank.
• Desire to build a long-term career in a boutique, high-performing business.

Responsibilities

• Provide holistic financial planning and wealth management advice to existing and prospective clients.
• Build long-term client relationships and support lead generation, business development, compliance and administration.
• Balance developing your own client portfolio with opportunities generated by marketing and referrals.
• Collaborate with leadership to maintain high client service standards.

Skills

Relationship management

Client-first approach

Commercial awareness

Holistic planning

Communication skills

Ethical advisory

Portfolio of clients

Education

CISI Level 4 qualification

Job description

Private Wealth Manager - DIFC

Dubai International Financial Centre (DIFC), Dubai, UAE

Take the next step in your Wealth Management career with one of Dubai's most respected boutique firms.

Our client is a highly regarded, boutique Wealth Management practice based in the prestigious DIFC. Built on long-term relationships, holistic financial planning and exceptional client service, they have established an outstanding reputation for delivering bespoke wealth management solutions to high-net-worth individuals and families.

Due to continued growth, they are looking to appoint an ambitious Associate Wealth Manager who is ready to progress into the next stage of their career.

This opportunity would suit someone who has already established themselves as a Financial Adviser or Wealth Manager, has begun building their own client relationships and assets under management, and is now looking for a business that can genuinely support their long-term growth.

This is not an opportunity for someone starting out in financial advice. Instead, we're looking for an adviser who has already demonstrated success, has a small but developing client bank, and is seeking a firm that offers stronger support, better infrastructure and greater career progression.

About the Role

Working alongside an experienced and highly respected leadership team, you will provide holistic financial planning and wealth management advice to both existing and prospective clients.

You'll benefit from a collaborative environment where advisers are encouraged to build long-term client relationships while receiving ongoing support across lead generation, business development, compliance and administration.

This role provides an excellent balance between developing your own client portfolio and working with high-quality opportunities generated through the firm's marketing and referral network.

What We're Looking For

We would love to hear from professionals who have:

• CISI Level 4 qualification (essential)
• Experience advising clients within Wealth Management or Financial Planning
• An existing portfolio of clients and assets under management, however modest
• A genuine passion for holistic financial planning rather than product-led advice
• Excellent relationship management and communication skills
• A consultative, ethical and client-first approach
• Strong commercial awareness and the ambition to continue growing their client bank
• The desire to build a long-term career within a boutique, high-performing business

What Our Client Offers

Our client believes that successful advisers thrive when they are supported with the right infrastructure, culture and opportunities.

In return, they offer:

• A prestigious DIFC-based boutique Wealth Management firm with an excellent reputation
• A clean, holistic advice model focused on delivering outstanding client outcomes
• High-quality lead generation and ongoing marketing support to help grow your client bank
• A collaborative, professional and supportive culture where advisers are encouraged to succeed
• Access to experienced professionals, mentoring and ongoing development
• Excellent career progression opportunities as the business continues to expand
• Modern systems, strong operational support and a first-class client experience
• The opportunity to build a long-term career with a respected and growing Wealth Management practice

Who This Role Is Perfect For

This position is ideal for someone who is:

• Ready for their second Wealth Management position
• Looking to move into a more prestigious boutique environment
• Keen to accelerate their career without sacrificing advice quality
• Frustrated by limited progression or insufficient support in their current firm
• Looking for a business where client relationships, integrity and long-term planning are genuinely valued

If you're an ambitious Wealth Manager looking for your next career move and would like to explore this opportunity in complete confidence, we'd love to hear from you.