Senior Wealth Planner/ Manager - Dubai
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Key skills for this role
About the Role
A regulated financial advisory firm in Dubai seeks a Senior Wealth Planner/Manager to manage HNW client portfolios ($1M-$10M). The role involves cash flow modelling, bespoke financial strategies, and transitioning to an ethical advice-driven model.
Key Skills for This Role
Responsibilities
- Manage relationships with High Net Worth (HNW) clients
- Conduct cash flow modelling
- Develop bespoke financial strategies tailored to individual client needs
Requirements
- Level 4 Diploma in Financial Planning (e.g., FCA Level 4 qualified minimum) through CISI, CII, or LIBF
- Proven track record of selling commission based investment products
- Experience managing client portfolios from $1 million to $10 million
- Already based in the UAE
- Chartered status preferred
Full Job Posting
Company Overview
- Our client is a regulated and fully independent financial planning advisory and wealth management firm operating under DIFC.
Key Responsibilities
- Managing relationships with High Net Worth (HNW) clients
- Conducting cash flow modelling
- Developing bespoke financial strategies tailored to individual client needs
Qualifications
- Level 4 Diploma in Financial Planning (e.g., FCA Level 4 qualified minimum) through CISI, CII, or LIBF
- Chartered status preferred
- Proven track record of selling commission based investment products
- Experience managing client portfolios from $1 million to $10 million
- Only candidates already based in the UAE will be considered
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