Senior Wealth Planner/ Manager

AP Executive - Global Executive Search Agency; Dubai; On-site; AED 400,000 - 640,000; Full time

Benefits offered by this job

Competitive salary

Commission / bonus structure

Job summary

Tanqeeb in Dubai seeks a senior financial planner / wealth manager to strengthen the team. You will join a transfer-friendly book and manage portfolios from US$1 million to US$10 million for High-Net-Worth clients.

The ideal candidate holds a Level 4 Diploma in Financial Planning with Chartered status preferred and will work in a regulated, ethical advisory environment. Based in the UAE with a competitive salary and commission structure.

Qualifications

• Must hold Level 4 Diploma in Financial Planning (CISI/CII/LIBF).
• Chartered status preferred.

Responsibilities

• Manage relationships with High-Net-Worth clients.
• Perform cash flow modelling.
• Develop bespoke financial strategies for individual client needs.

Skills

HNW relationships

Cash flow modelling

Strategic financial planning

Education

Level 4 Diploma in Financial Planning (CISI/CII/LIBF)

Job description

A regulated and fully independent financial planning advisory and wealth management firm operating in the DIFC, is seeking to hire a senior financial planner / wealth manager to strengthen team in Dubai.

You will be joining a team with a transferable book of clients. The average client size is approximately US$ 1.2 million, and the firm is looking for an exceptional advisor experienced in managing client portfolios ranging from US$1 million to US$10 million.

The candidate has a proven track record of selling commission-based investment products (excluding regular savings plans) and is now aiming to transition into a properly regulated, ethical advice-driven business model. Key responsibilities will include managing relationships with High-Net-Worth (HNW) clients, conducting cash flow modelling, and developing bespoke financial strategies tailored to individual client needs.

The ideal applicant will need to hold a Level 4 Diploma in Financial Planning (e.g., FCA Level 4 qualified minimum) through professional bodies such as CISI, CII, or LIBF, with chartered status preferred.

Only candidates already based in the UAE will be considered. A competitive salary and commission / bonus structure is being offered.