Trainee Wealth Adviser

St. James's Place – Asia & Middle East; Dubai; On-site; AED 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Trainee Wealth Adviser to join their dynamic team in Dubai. This role offers a unique opportunity to support clients in achieving their financial aspirations while developing your career in wealth management. You will engage with clients, analyze their financial situations, and help create tailored strategies to meet their goals. With a commitment to professional development and a supportive environment, this position is perfect for motivated individuals looking to make a significant impact in the financial services sector. Join a team that values talent and ambition, and embark on a rewarding career path.

Benefits

Competitive Salary

Performance-Based Bonuses

Bespoke Transition Support

Access to Investment Management Resources

Personalized Business Plan Support

Research and Commentary Access

Specialist Advice

Exceptional Marketing Support

Qualifications

• Good financial & investment knowledge with relevant qualifications.
• Proven work experience in financial services, especially in the UAE.

Responsibilities

• Help clients achieve financial goals through wealth management solutions.
• Assist in advising clients on investment products and services.

Skills

Financial Knowledge

Investment Knowledge

Interpersonal Skills

Networking

Sales Experience

Education

Degree in Finance

Degree in Economics

Degree in Business

Job description

Are you interested in personal finance, motivated to support others in reaching their financial goals, and looking to build a rewarding career in wealth management? We’re hiring a driven and ambitious Trainee Wealth Adviser to join our growing team.

About us:

St. James’s Place is a FTSE 100 Company and one of the largest wealth management companies in Asia and the UK, with over £190.2 billion funds under management. Our strategic direction is underpinned by our redefined purpose: to empower clients with invaluable advice to realise bolder ambitions. This is what drives our 4,920 advisers across the Partnership, our employees and everyone else in the St. James’s Place community. We believe that people are the heart of our success. We’re dedicated to attracting, developing and retaining top talent, and we’re looking for someone who shares our vision.

What you’ll do:

• You will help build client relationships by supporting the development of strategies that help clients achieve their financial goals through the use of financial and wealth management solutions.
• You will learn how to analyse a client’s financial status and assist in the creation of value proposition plans based on a thorough understanding of financial data and discussions with clients about their financial objectives.
• You will support the team in establishing strong relationships, ensuring clients are satisfied and continue to rely on the Group and Consultants for long-term wealth management services.
• Under the guidance of Senior Partners & Advisers, you will assist in advising clients on appropriate investment products and wealth management services. This includes preparing and submitting recommendation documents to implement plans selected by clients.
• Where applicable, you will learn to refer clients to external financial establishments or organisations to obtain services outlined in the client value proposition plan that fall outside the scope of services provided by the firm.
• You will participate in maintaining regular contact with clients to review and modify their financial plans, adapting them based on changing needs or market conditions. This will help you gain experience in developing and nurturing a client base through ongoing servicing.

What we’re looking for:

• Good financial & investment knowledge, with qualifications issued by CISI, CII or other relevant professional body.
• Proven work experience as a Trainee Wealth Adviser, Business Development Manager, Sales Executive or relevant role preferably within financial services, with at least 1-year in the UAE.
• Degree educated in Finance, Economics, Business or related field disciplines (desired).
• Excellent interpersonal skills including tact and discretion.
• Ability to network and prospect.
• A driven and well-motivated team player.

On acceptance, the successful candidate will benefit from:

• Competitive salary plus performance-based bonuses.
• Bespoke support to smooth your transition to St. James’s Place.
• Access to our distinctive award-winning approach to investment management.
• Personalised support in developing a long-term business plan to help you achieve your own personal goals and aspirations.
• Access to research and commentary provided by an industry-leading investment team.
• Specialist advice and technical support.
• Exceptional marketing support.