Independent Investment Adviser

About the role

A leading independent digital private investment bank and asset management firm, with over 100,000 clients worldwide and $12 billion under advice and administration, is looking for Wealth Management Advisors to join its expanding Dubai team. The role suits people with existing client books or those wanting to grow their reach globally; remote and hybrid arrangements are available.

Key responsibilities

• Deliver personalised investment and financial planning support to clients.
• Help investment professionals nurture and maintain client relationships.
• Craft accurate, client-focused financial plans and advise on medium- to long-term financial solutions.
• Expand the client base and promote international financial products such as regular savings and bonds, app-based investment solutions, venture capital funds and lump-sum options.

Required profile

• At least 3 years of client-facing experience in wealth management or life insurance advisory.
• Recognised investment qualifications such as CISI, CII or equivalent.
• 2+ years of experience in wealth management, financial advisory or investment solutions.
• Fluent English, written and spoken.
• Deep understanding of the investment landscape, with strong communication and interpersonal skills.

What we offer

• A dynamic, award-winning environment emphasising learning, inclusion and collaboration.
• Exposure to FinTech and international investment products.
• Training and development programmes.
• Performance-driven compensation.
• Support in compliance, administration, CRM and marketing.