Senior Wealth Planner Manager - Dubai

AP Executive - Global Executive Search Agency; Dubai; On-site; AED 350,000 - 550,000; Full time

Job summary

AP Executive is seeking a senior financial planner / wealth manager in Dubai (DIFC) to join a regulated independent advisory and wealth management firm. You will handle a transfer-friendly book with client sizes from US$1M to US$10M, providing bespoke financial strategies and cash flow modelling for High-Net-Worth clients.

The ideal candidate holds Level 4 Diploma in Financial Planning (FCA Level 4) through CISI/CII/LIBF, with Chartered status preferred; UAE-based candidates only; competitive

Qualifications

• Experience managing client portfolios ranging from US$1 million to US$10 million.
• Strong relationship management with High-Net-Worth clients.
• Skills in cash flow modelling and bespoke financial strategizing.

Responsibilities

• Managing relationships with High-Net-Worth clients.
• Conducting cash flow modelling for client needs.
• Developing bespoke financial strategies tailored to individual client goals.

Job description

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.