Associate Director – Wealth Advice

Prestige IFA Jobs; London; On-site; GBP 70,000 - 120,000; Full time

Job summary

Join a leading fiduciary firm in the Middle East as an Associate Director, where you will manage client relationships and provide premier financial advice in a vibrant and expanding business. This position promises significant career growth and an opportunity to influence the financial services landscape, emphasizing fiduciary standards and high-quality client engagement.

Benefits

Competitive salaries

Comprehensive benefits

Annual leave of 26 days

Medical insurance

Retirement benefits from 2nd year onwards

One return flight home per annum after 13 months

Qualifications

• 6-9 years' experience in wealth management.
• Proven ability to develop client relationships.
• Experience explaining complex investment concepts simply.

Responsibilities

• Manage new and current client relationships.
• Support the Director in delivering revenue targets.
• Develop and maintain strong client relationships.

Skills

Client relationship development

Growth mindset

Communication

Problem-solving

Education

CISI / CII qualified

Minimum degree or equivalent qualification

Job description

Our preferred client is the Middle East’s only certified fiduciary, CII Chartered and fee-only firm.

They’re here to deliver a world-leading, robust framework and revolutionise the way your clients think, feel, and experience their financial future. Everything’s meticulously crafted to deliver massive value and ultimately ensure your clients are safe and feel truly cared for.

The Opportunity

Are you someone who has a passion for leveraging your unique strengths and specialist talent to solve problems and create strong, trusted, and lasting relationships with both clients and colleagues? Our client seeks a professional to lead and enhance client relationships, ensuring the delivery of premier financial advice within our expanding Wealth Advice team in Dubai.

A career with them represents a vocation; a commitment to believing financial services should be a missionary profession. It provides an unparalleled opportunity to disrupt the status quo of traditional finance and create positive change for clients and the community.

Within the Middle East, our client pioneers the delivery of life-led financial planning, systematic investment, and a unique human-centric model for serving HNW individuals, families, and business owners. This means assisting clients in articulating meaningful goals and attaining them through actions and strategies consistent with their values. Clients come to them to receive wise, impartial counsel from fiduciaries who act as sages and trusted guides by bringing their wisdom and genius to them with better results, nothing less.

You’d immediately be involved in numerous aspects of the business, shaping how our client cares for their clients and transforming the Middle Eastern financial services landscape. If you’re a misfit, a round peg in a square hole, and brave enough to fully share our client’s missionary beliefs, then this role is for you.

Position overview

As an Associate Director, you’ll manage new and current client relationships. You’ll be responsible for making sure that clients are getting outstanding financial advice in line with the strategy set out by the Director. This role includes leadership responsibilities and business development. You’ll need to have a bias towards action, the ability to work in a rapidly growing and evolving environment and a positive ‘can-do’ attitude.

To be successful you’ll require a desire to work within a thriving team environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.

In this role you’ll

• Provide our client’s clients with outstanding financial advice and help them meet their complicated financial planning, pension planning, inheritance tax, and estate planning needs.
• Support the Director in setting and executing the client relationship strategy and being accountable for delivering revenue targets.
• In conjunction with the Director, develop and maintain strong relationships with clients, actively working as an our client ambassador promoting the our client client value proposition and driving engagement and positive client outcomes.
• Be a brand ambassador for our client and actively promote all services.
• Always comply with the regulatory and legal environment.
• Support the Director to develop and execute a client service strategy to ensure existing clients are managed to the highest standards.
• Support the Director with commercial management and quality control, ensuring all client fee negotiations and renewals are seamless and all client work is of the highest standard.
• Identify opportunities within existing client groups and obtain referrals when appropriate.
• Present ideas to clients in a persuasive and trustworthy manner that inspires confidence.

What you’ll bring

• 6-9 years’ experience.
• Commitment to always act in the client’s best interest.
• Proven ability to develop client relationships.
• Growth mindset and positive attitude.
• Ability to explain complicated investment concepts in simple, client-friendly terms.
• Highly team-oriented work aptitude.
• Self-motivation to complete responsibilities with limited supervision.
• Results-proven track record of exceeding goals.
• Proven track record of taking responsibility for ensuring the delivery of outstanding service to clients.
• Proven track record of effectively communicating with clients and resolving client queries.
• Evidence of leading client meetings.
• Where appropriate, use evidence-based examples of leadership and the development of people.
• Supervisory experience.
• Minimum of degree or equivalent qualification.
• A unique ability/ something special.
• Ability to thrive within a positive, candid, challenging and collaborative environment – encouraging others to develop ways to work with them with a ‘How can WE’ mindset, increasing efficiency and effectiveness to benefit our clients better.
• Role-model high standards and a drive for excellence.

What you’ll get in return

Their intention is to grow like other marketplace innovators and disruptors. This growth will give you accelerated personal and professional opportunities and a vocation. The secret to the success of any organisation is its people and that’s why our people are passionate about making our client a great place to work, with a culture where teams obsess about creating amazing results for clients.

Our client is unashamed about the fact they work hard to be the market-leading professionals in their chosen specialisms. Along with investment in your personal and professional development, you’ll also find:

• Higher purpose.
• The opportunity to be of service to others.
• Do impactful work which touches people’s lives.
• The opportunity to advance your craft, progress and develop yourself.
• To learn from our team of experts.
• Stunning colleagues and a team-based approach.
• Collaborate, innovate, excel, and do the right thing while providing world-class service to our clients.
• Competitive salaries, comprehensive benefits, and opportunities for growth, while maintaining a positive work-life balance.
• In addition to the fixed salary, colleagues are eligible for the annual bonus scheme based on individual and company performance, calculated pro-rata from their start date. The average range is 0-15% and is purely performance-based (individual and company), thus not guaranteed.
• Medical insurance
• Annual leave of 26 days excl public holidays and sick leave.
• From month 13 onwards – One return flight home per annum.
• Retirement benefits from 2nd year onwards.

Our client takes great care of the people who take care of their clients.

Why join this firm?

They are all about creating Positive change. For you, for those you serve and for wider society. They make a real difference to people’s lives and the community. They’re right for people who want a progressive, professional, highly challenging and rewarding long-term career – where individuals have the opportunity to control how far and fast they both grow and go.

The process

• You’ll be invited for an initial 30-minute Teams/ telephone interview with our client’s HR team
• Innermetrix and work-related assessments
• 1-2 hour Interview with the team leader and team members
• Final 30-minute culture fit interview with a senior leader

If you’re interested in working with our client and think you would be a right fit, then please get in touch.

Please note : This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates at the top of their sport. A minimum of 5 years experience as a qualified level 4 advisor working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required senior wealth management experience.