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Client Support Liaison

Skybound Wealth Management · Dubai

New
Mid 🇬🇧 English
Salesforce Plume MoneyMap

Job description

About the role

Skybound Wealth Management, a global advisory group with regulated entities across the UK, EU, USA, Switzerland, UAE and beyond, is looking for a Client Support Liaison to join the personal team of one of its top advisers in Dubai. The role is described as the engine room of a high-performing advisory practice: keeping the adviser running at the highest level, supporting client relationships that span continents and making every touchpoint seamless.

Key responsibilities

  • Own the adviser's client administration end to end, including meeting packs, documentation and workflow management.
  • Support light paraplanning tasks such as research, letters, drafting and report preparation.
  • Use Skybound's technology platforms to streamline processes and improve the client experience.
  • Liaise with providers, internal teams and clients so cases move smoothly.
  • Maintain the high compliance standards expected across all Skybound entities.

Required profile

  • Minimum 2 years' experience in financial services, ideally in adviser support or admin.
  • High-level organisation, accuracy and attention to detail.
  • Strong communication skills and professionalism with senior clients.
  • Ability to work in a fast, demanding, quality-driven environment.

Required skills

  • Tech confidence and ability to learn new systems quickly.
  • Experience with financial services administration and adviser support.

What we offer

  • Competitive salary and benefits package.
  • Employment visa and medical insurance.
  • A front-row seat inside a dynamic adviser team with daily exposure to international clients and strategic partners.
  • Career progression in a growing, award-winning Dubai business.

Questions fréquentes

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Published 3 hours ago

Expires 1 month from now

6 views · 0 interested

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Skybound Wealth Management

Dubai