Private Wealth Adviser
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Key skills for this role
About the Role
Skybound Wealth Management seeks an experienced Private Wealth Adviser to join its Dubai office, focusing on building and growing a client base within the international and expatriate market.
Key Skills for This Role
Responsibilities
- Develop and grow your own client book through referrals, professional networks, events and proactive outreach
- Convert prospects into long term advisory relationships
- Retain and deepen client relationships over time through high quality advice and service
- Deliver holistic financial advice across investments, pensions, protection, tax and estate planning
- Advise internationally mobile clients with assets, income or family across multiple jurisdictions
- Review and adapt client plans in line with changing goals, circumstances and market conditions
Requirements
- 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 with focus on growth and client acquisition
- Strong relationship building and communication skills
- Confidence advising internationally mobile and high earning clients
- Ability to work autonomously while leveraging central support teams
- High standards of professionalism, organisation and follow through
Full Job Posting
Job Overview
- We are looking for an experienced Private Wealth Adviser to join our Dubai office, with a clear focus on building and growing a client base within the international and expatriate market.
- This role is suited to advisers who enjoy client acquisition and long term relationship management.
- You will be supported by a fully licensed, multi jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology.
- Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.
Key Responsibilities
- Develop and grow your own client book through referrals, professional networks, events and proactive outreach
- Convert prospects into long term advisory relationships
- Retain and deepen client relationships over time through high quality advice and service
- Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships
- Deliver holistic financial advice across investments, pensions, protection, tax and estate planning
- Advise internationally mobile clients with assets, income or family across multiple jurisdictions
- Review and adapt client plans in line with changing goals, circumstances and market conditions
What We’re Looking For
- 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 with a clear focus on growth and client acquisition
- Strong relationship building and communication skills
- Confidence advising internationally mobile and high earning clients
- Ability to work autonomously while leveraging central support teams
- High standards of professionalism, organisation and follow through
Why Skybound Wealth Management
- We are licensed globally and support advisers with advising clients across multiple jurisdictions
- Plume technology designed to reduce administrative burden and maximise adviser time with clients
- Build your own book while benefiting from centralised compliance, operations and paraplanning
- Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships
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