Private Wealth Partner

Skybound Wealth Management Ltd; Dubai; On-site; AED 350,000 - 700,000; Full time

Job summary

Skybound Wealth Management Ltd is seeking a financial adviser to build and grow a client book through referrals, networks, and proactive outreach. You will deliver holistic financial planning across investments, pensions, protection, tax and estate planning for internationally mobile clients.

You will review and adapt client plans as goals and market conditions evolve, while leveraging central support and regulatory compliance provided by the group.

Qualifications

• Level 4 qualification or equivalent in financial advice.
• Proven track record in building and managing a client book.
• Excellent relationship-building and communication abilities.

Responsibilities

• Develop and grow your own client book through referrals, networks, events and proactive outreach.
• Deliver holistic financial advice across investments, pensions, protection, tax and estate planning.
• Advise internationally mobile clients across multiple jurisdictions.
• Review and adapt client plans as goals, circumstances and markets change.

Skills

Commercial mindset

Relationship-building

Communication skills

Autonomous work

Education

Level 4 qualification in financial advice

Job description

Key Responsibilities

Building and Growing a Client Base

Develop and grow your own client book through referrals professional networks events and proactive outreachConvert prospects into long-term advisory relationshipsRetain and deepen client relationships over time through high-quality advice and serviceAdvisers are expected to generate their own opportunities supported by the group s brand network marketing activity and professional introducer relationships

Client Advice and Ongoing Planning

Deliver holistic financial advice across investments pensions protection tax and estate planningAdvise internationally mobile clients with assets income or family across multiple jurisdictionsReview and adapt client plans in line with changing goals circumstances and market conditions

Why Skybound Wealth Management

Built for International Advice

We are licensed globally and support advisers with advising clients across multiple jurisdictions

Plume Technology

Plume technology designed to reduce administrative burden and maximise adviser time with clients

Freedom with Support

Build your own book while benefiting from centralised compliance operations and paraplanning

Performance-Led Reward

Competitive remuneration designed to reward advisers who build retain and grow successful client relationshipsSkybound Wealth Management is committed to fostering a diverse and inclusive workplace We welcome applications from all qualified candidates regardless of background

What We re Looking ForExperience and QualificationsLevel 4 qualification in financial advice or equivalentPrevious experience as a practising financial adviserProven experience building and managing a client bookSkills and AttributesCommercial mindset with a clear focus on growth and client acquisitionStrong relationship-building and communication skillsConfidence advising internationally mobile and high-earning clientsAbility to work autonomously while leveraging central support teamsHigh standards of professionalism, organisation and follow-throughDesirableExperience advising expatriate or international clientsAdditional licences or willingness to obtain further regulatory permissionsMultilingual capability