Wealth Advisor - Dubai

https://www.montpellier.uk.com/job-search/2439/job2026-09-17 12:29:532026-10-14 Montpellier Resourcing
Job Type Permanent
Location Dubai, UAE
Area Overseas, Overseas Overseas Overseas Dubai, UAE
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.

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Montpellier Resourcing Associates Ltd
Telephone: 020 7036 0361
Email: info@montpellier.uk.com

Contact us

Montpellier Resourcing Associates Ltd
8th and 9th Floor, The Offices 4
One Central, Dubai World Trade Center
Dubai
United Arab Emirates
Tel: 971 56 238 6121
info@montpellier.uk.com

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