Independent Financial Adviser - Private Wealth

About the role

Prestige IFA Jobs represents an established international wealth management business looking for an experienced Private Wealth Adviser to join its Dubai operation. The adviser builds their own client portfolio and works with internationally mobile, high-earning individuals, supported by a fully licensed, multi-jurisdictional platform and centralised compliance, operations and paraplanning support.

Key responsibilities

• Develop and grow a personal client portfolio, generating new business through referrals, professional networks, events and proactive outreach
• Convert prospects into long-term advisory relationships and deepen ties with existing clients
• Provide holistic financial advice covering investments, pensions, protection, tax and estate planning
• Advise internationally mobile clients with assets, income or family interests across multiple jurisdictions
• Run regular client reviews and adapt financial plans as objectives, circumstances and markets change

Required profile

• Level 4 qualification in Financial Advice or equivalent
• Previous experience as a practising Financial Adviser
• Proven ability to build and manage a client book
• Commercial mindset focused on client acquisition
• Experience advising expatriate or international clients, additional licences or willingness to obtain them, and multilingual capabilities are desirable

Required skills

• Excellent communication and relationship-building skills
• Confidence dealing with internationally mobile, high-earning clients
• Ability to work autonomously while using central support teams
• Organisation, professionalism and attention to detail

What we offer

• Access to a fully licensed, multi-jurisdictional advisory platform
• Centralised compliance, operations and paraplanning support
• Proprietary wealth management technology to reduce administration
• Support from an established international brand, network and marketing function
• Competitive remuneration linked to client development, retention and growth