Senior Financial Adviser

Client of IFAMatch limited; Dubai; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in the financial services sector is seeking a dedicated professional to join their team in Dubai. This exciting role requires a UK Level 4 qualified individual with a strong background in financial services and a proven track record of managing high-net-worth clients. The company offers a comprehensive package that includes a competitive salary based on assets under management, training, and support in client transitions. If you are client-focused, ethical, and ready to take your career to the next level, this opportunity is perfect for you.

Benefits

Full training on company systems

Specialist product and investment support

Support with client transfers

Regular monthly calls and sales meetings

Qualifications

• At least 3 years' experience in financial services.
• Willingness to become FCA registered if not already.

Responsibilities

• Build and manage a portfolio with a minimum of USD 10M AUM.
• Focus on client relationships and referrals.

Skills

Financial Services Experience

Client Relationship Management

Ethical Standards

Accountability

Education

UK Level 4 Qualification

Bachelor of Business Administration

Job description

Bachelor of Business Administration (Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description

Our Client:

• Is authorised and regulated in the UK (FCA), Dubai (SCA) and Malta (MFSA).
• Is MiFID II and IDD licensed (UK and EU), allowing them to serve clients in any European jurisdiction.
• Has a UK and UAE mortgage license.
• Is able to act for US connected persons.
• Has dedicated Compliance and Operations teams in the UK covering their multi-license business.
• Has an in-house FinTech software company delivering a state-of-the-art platform to advisers and their clients.
• Offers their advisers a complete and centralised proposition from licensing, compliance, products, processes, and lead generation.
• Has a centralised investment process with a managed portfolio range to suit all investment profiles and wealth segments.
• Is developing a tax advisory practice.

Candidate Profile

Candidates will:

• Be based in Dubai, UK Level 4 qualified and willing to become FCA registered (if not already).
• Have at least 3 years' financial services experience.
• Be self-employed or employed. In the UAE, roles are employed for visa purposes.
• Have a minimum USD 10M AUM that can be transferred.
• Be experienced in dealing with HNW clients and able to build clients through referrals.
• Be client focused, ethical, and accountable.

Candidate Package includes:

• Salary commensurate with AUM being transferred plus share of new business fees and ongoing management fees.
• Regular monthly calls and sales meetings.
• Full training on the company's systems and processes, with specialist product and investment support.
• Full support with transferring clients to ensure minimum disruption.