Wealth Management Partner

Ircfsjobs.com; Dubai; On-site; AED 180,000 - 300,000; Full time

Benefits offered by this job

Training & licensing

Marketing support

Research access

Dynamic office environment

Job summary

Our client, a prestigious FTSE 100 wealth management firm, is expanding into the UAE and seeking seasoned financial advisers to serve the large expatriate community in Dubai. The role offers comprehensive training, licensing support, and access to extensive research resources in a dynamic office environment.

Candidates will bring advisory experience, strong sales skills, and a proven ability to network and build a scalable client base in a wealth management context.

Qualifications

• Degree-holder with industry qualifications preferred
• Proven ability to network and develop new business
• Track record in delivering advisory services to clients

Responsibilities

• Provide face-to-face wealth management advice to expat clients
• Develop and maintain long-term client relationships
• Build and expand client base in the UAE expatriate community
• Collaborate with the investment team to deliver client solutions
• Pursue local qualifications and licensing with structured training

Skills

Advisory experience

Sales skills

Networking

Client relationship management

Education

Degree in finance or related

Job description

Our client is a prestigious member of the FTSE 100 managing over 150 billion GBP in Client Funds Under Management. Globally they are a prominent wealth management firm for the expatriate community with established international offices in Dubai Hong Kong and Singapore.

Responding to the changing needs and demographics of the expatriate community our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAEs large expatriate community though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and in partnership with the client develop personal and business equity in one of the worlds most dynamic economies.

The success of our client is deeply rooted in their commitment to quality face-to-face wealth management advice and in building long-term trusted client relationships. The firms distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

• Comprehensive training and development for securing local qualifications and licensing
• Practice management and tailored marketing support
• Access to extensive support resources available to all partners of the client
• Access to research and insights from an industry-leading investment team
• A dynamic and engaging office environment with supportive driven colleagues

A little about the ideal candidate:

• Degree-holder and industry-qualified level 4 minimum.
• Experienced or currently practicing as an adviser
• Proven track record in business networking
• Exceptional sales skills in advisory services
• Driven by the commitment to providing outstanding client experiences
• Highly motivated and goal-oriented aspiring to succeed and build a business