Remote Wealth Associate - Client Engagement & Growth

Sarwa; Abu Dhabi; Remote; AED 120,000 - 160,000; Full time

Job summary

A financial services platform is seeking a Junior Wealth Associate to enhance client engagement and support Wealth Advisors. The role involves outreach, managing client interactions, and optimizing advisory relationships. Ideal candidates have a Bachelor's degree and 1-2 years in client-facing financial services, with strong communication and organizational skills. This position is remote-first, offering flexibility and a supportive team atmosphere.

Benefits

Remote-first and flexible work environment

Great company healthcare package

Learning and development budget

Qualifications

• 1-2 years of experience in client-facing financial services or wealth management.
• Ability to identify client needs and introduce advisory services.
• Familiarity with CRM tools is a plus.

Responsibilities

• Engage with existing clients to schedule advisory meetings.
• Conduct outreach to new clients, providing excellent first impressions.
• Act as the first contact for clients, navigating the platform.

Skills

Excellent communicator in English

Client engagement

Organizational skills

Attention to detail

Education

Bachelor’s degree

Tools

CRM tools

Job description

A financial services platform is seeking a Junior Wealth Associate to enhance client engagement and support Wealth Advisors. The role involves outreach, managing client interactions, and optimizing advisory relationships. Ideal candidates have a Bachelor's degree and 1-2 years in client-facing financial services, with strong communication and organizational skills. This position is remote-first, offering flexibility and a supportive team atmosphere.