Associate Wealth Adviser

About the role

An established international private banking and wealth management institution, offering investment, banking, wealth planning and lending services to private clients, is expanding in Dubai and seeks an Associate Wealth Adviser. The role manages a defined portfolio of private clients, delivering financial advice and wealth management services while supporting regulatory compliance.

Key responsibilities

• Manage and service an assigned portfolio of private clients, building trusted relationships through proactive communication and personalised advice
• Deliver client service across investments, banking, wealth planning and lending, and refer complex or higher-value cases to senior advisers
• Support client retention, asset consolidation and portfolio development
• Provide financial, investment and lending advice, prepare suitability reports, recommendations and client communications, and help clients move into senior advisory segments
• Maintain accurate client records in line with internal and regulatory requirements
• Ensure advice complies with regulations and internal policies, keeping up to date with regulatory developments and market changes
• Work with Wealth Advisers, Senior Wealth Advisers, administrative teams and product specialists, and progress towards higher-level advisory qualifications

Required profile

• Experience in private banking, wealth management, financial advisory or regulated financial services
• Ability to manage client relationships and deliver appropriate financial advice
• Good understanding of investment products, financial markets, wealth planning and lending solutions
• Knowledge of regulatory requirements, client suitability and governance standards
• Strong interpersonal and communication skills, commercial awareness and excellent organisational skills
• Ability to work independently within a wider advisory team

Required skills

• RDR-compliant financial advice qualification, minimum Level 4 (essential)
• Desirable: CeMAP or equivalent regulated lending qualification
• Proficiency in CRM systems, financial planning tools and Microsoft Office