Wealth Advisor - Dubai
| Job Type | Permanent |
| Location | Dubai, UAE |
| Area | Overseas, Overseas |
| Sector | BankingFinancial ServicesOther |
| Salary | Competitive salary plus excellent bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | MonD1 |
| Job Views | 8 |
- Description
Competitive salary plus excellent bonus and benefits
Based in Dubai
A well-established wealth management firm in Dubai is looking for an experienced Wealth Advisor to join its growing private client team. This is a client-facing role for someone who can build and manage a portfolio of high-net-worth relationships across the GCC, working closely with investment and product specialists to deliver tailored advice.
Duties of the Wealth Advisor to include:
- Building and managing a portfolio of private banking and wealth management clients across the region
- Identifying client needs and structuring appropriate investment, protection and banking solutions
- Working with internal investment teams to deliver portfolio reviews and recommendations
- Meeting new business targets through referrals, networking and existing client relationships
- Ensuring all client interactions meet DIFC regulatory and suitability standards
- Keeping up to date with regional market developments, products and competitor activity
Requirements for the successful Wealth Advisor to include:
- Proven experience in a private banking, wealth management or IFA role, ideally in the GCC
- A strong existing network of high-net-worth or ultra-high-net-worth clients
- Relevant regulatory qualifications (e.g. CISI, CFA or equivalent)
- Fluency in English; Arabic is an advantage
- A track record of meeting revenue and AUM growth targets
- Strong relationship management and communication skills
What's in it for you:
- A senior, client-facing role with genuine autonomy to grow a book of business
- The opportunity to work at the centre of one of the fastest-growing wealth hubs globally
- Ongoing professional development and support
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
