
Financial Advisor – Dubai, UAE
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Mid-Level
- Experience
- 5+ years
- Type
- Full-time
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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
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
- 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.
Requirements
- •Hold CISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)
- •5+ years’ experience in wealth management, financial advisory or private banking
- •Strong relationship-building and client development skills
- •Entrepreneurial and motivated to build a successful advisory practice
- •Experience advising high-net-worth or expat clients (preferred)
Responsibilities
- •Provide comprehensive wealth advice to high-net-worth and internationally mobile clients
- •Introduce clients to sophisticated investment opportunities beyond traditional portfolios
- •Build long-term client relationships
- •Grow assets under management
- •Advise on private market investment strategies including Private Equity, Venture Capital, Litigation Funding, Quantitative FX, Digital Assets, Precious Metals, and Luxury Assets
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