Private Wealth Partner

About the role

Skybound Wealth Management, a global financial advisory firm with offices in the UK, USA, Switzerland, Cyprus, Spain and UAE, is looking for an experienced Private Wealth Partner for its Dubai office. The role focuses on building and growing a client base among international and expatriate clients. The adviser is expected to generate their own opportunities, supported by the group's brand, network, marketing activity and professional introducer relationships.

Key responsibilities

• Develop and grow your own client book through referrals, professional networks, events and proactive outreach
• Convert prospects into long-term advisory relationships and retain them 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
• Confidence advising internationally mobile, high-earning clients
• Ability to work autonomously while using central support teams
• Desirable: experience advising expatriate or international clients, additional licences or willingness to obtain further regulatory permissions, multilingual capability

What we offer

• A fully licensed, multi-jurisdictional platform with centralised compliance, operations and paraplanning
• Plume, a proprietary wealth technology designed to reduce administrative burden
• Performance-led remuneration rewarding advisers who build, retain and grow client relationships