Wealth Manager - Dubai

This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace. The firm's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Support is provided for team members to achieve all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.

Wealth Manager

Location: Dubai

Education: Master's Degree

• Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the client's nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
• Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

• Experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.
• The ideal candidate will already possess a Level 4 UK financial planning qualification or be supported to achieve it; preference is given to those who have Level 4 before joining.
• Education: Master's Degree.
• Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

• Exceptional communication skills and professionalism.
• Driven by success and targets.
• Highly motivated with a positive outlook.
• Desire to contribute to a firm renowned for its strong reputation and expanding global presence.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.