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Private Wealth Partner - UAE

Skybound Wealth Management

جديد
Senior 🇬🇧 English

وصف الوظيفة

About the role

Skybound Wealth Management is looking for an experienced Private Wealth Partner to join its UAE team, with a focus on building and growing a client base among international and expatriate clients. The role suits advisers who enjoy client acquisition and long-term relationship management, supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, the firm's proprietary wealth technology.

Key responsibilities

  • Build and grow your own client book through referrals, professional networks, events and proactive outreach, converting prospects into long-term advisory relationships
  • Retain and deepen client relationships through high-quality advice and service
  • Deliver holistic financial advice covering investments, pensions, protection, tax and estate planning
  • Advise internationally mobile clients with assets, income or family spread across multiple jurisdictions
  • Review and adapt client plans as goals, circumstances and market conditions change

Required profile

  • Level 4 qualification in financial advice or equivalent
  • Previous experience as a practising financial adviser
  • Proven experience building and managing a client book
  • Commercial mindset focused on growth and client acquisition
  • Strong relationship-building and communication skills
  • Confidence advising internationally mobile, high-earning clients
  • Ability to work autonomously while using central support teams
  • High standards of professionalism, organisation and follow-through
  • Desirable: experience advising expatriate or international clients, additional licences or willingness to obtain them, multilingual capability

What we offer

  • A global licence supporting advice across multiple jurisdictions
  • Plume technology to reduce administrative burden
  • Centralised compliance, operations and paraplanning
  • Performance-led remuneration rewarding advisers who build, retain and grow client relationships

Questions fréquentes

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Skybound Wealth Management