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Company Description

Our client is a rapidly growing boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients.

The firm differentiates itself by combining traditional financial planning with access to exclusive private market and alternative investment opportunities typically reserved for institutional investors, private banks and family offices.

Their advisory philosophy is built on three core pillars:

Expertise

A team with decades of combined experience across wealth management, private equity and venture capital, bringing deep insight across multiple industries and global markets.

Customized Strategies

Every client receives a bespoke investment and financial planning strategy designed specifically around their individual goals, risk tolerance and long-term wealth objectives.

Long-Term Partnerships

The firm prioritises building enduring relationships with clients, working alongside them to grow, protect and preserve wealth across generations.

Due to continued growth and increasing demand from international investors, our client is seeking an experienced Financial Adviser – Private Wealth to join their Dubai team.

Job Description

The successful candidate will work with high-net-worth and internationally mobile clients, providing comprehensive wealth advice and introducing clients to sophisticated investment opportunities beyond traditional portfolios.

Advisers will be supported by a strong operational infrastructure and investment platform, allowing them to focus on building long-term client relationships and growing assets under management.

Investment Proposition

Advisers at the firm have the ability to introduce clients to a range of alternative and private market investment strategies, designed to provide diversification and access to opportunities outside traditional public markets.

These include:

• Private Equity & Venture Capital – access to high-growth businesses and emerging sectors

• Litigation Funding Opportunities – non-correlated investment strategies linked to legal claims

• Quantitative FX Strategies – algorithm-driven currency trading strategies

• Digital Asset & Blockchain Investments – exposure to evolving crypto and blockchain markets

• Precious Metals Strategies – structured investments linked to physical gold and commodities

• Luxury Asset Investments – including rare collectible automobiles with strong historical appreciation potential

• Private Market Income & Structured Opportunities

These investment solutions allow advisers to deliver truly diversified portfolios and differentiated return profiles for sophisticated investors.

Key Responsibilities

• Develop and manage a portfolio of high-net-worth and internationally mobile clients

• Deliver holistic financial planning and investment advice

• Introduce clients to alternative investments and private market opportunities

• Generate new business through networking, referrals and professional partnerships

• Provide ongoing portfolio reviews and long-term wealth planning support

Qualifications

Our client is interested in speaking with advisers who:

• Hold CISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)

• Have 5+ years’ experience in wealth management, financial advisory or private banking

• Demonstrate strong relationship-building and client development skills

• Are entrepreneurial and motivated to build a successful advisory practice

• Ideally have experience advising high-net-worth or expatriate clients

Additional Information

Why This Role Stands Out

• It’s always welcomed, but NO EXISTING AUM REQUIRED TO BE CONSIDERED!!

• Boutique wealth management environment with direct access to senior leadership

• Ability to offer clients unique alternative investments rarely available in traditional IFA environments

• Infrastructure allowing advisers to focus on client relationships and AUM growth

• Exposure to international HNW and UHNW investors

• Significant long-term earnings potential

Please note: Applicants should have at least 3-5 years client-facing experience in wealth management firm, with recognized investment qualifications (e.g. min level 3 CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

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AVP & Lead, Credit Management — Position Closed

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