Wealth Advisor

6 months ago

Dubai, United Arab Emirates StashAway Full time

Wealth Advisor

This is a unique opportunity to be the key driver in building StashAway's business in The UAE, changing how consumers experience investing and wealth management. As part of a regional high-growth FinTech scale-up, you will work in a diverse and fast-paced environment, focusing on the responsibilities defined below while also contributing to the overall leadership of the UAE business. If you want a good challenge, enjoy solving meaningful problems, and are looking for hands-on experience scaling up a regional FinTech company in The UAE - then StashAway is the company you are looking for.

**Responsibilities**:
**Wealth advisory and Business Development**
- Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's HNW customer base.
- Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations.
- Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
- Provide understanding of the markets and SA products for the benefit of the client and to deepen loyalty with the brand.
- Deliver seminars on a variety of financial and market topics to nurture current and prospective client base.
- Have up-to-date knowledge of financial products for HNW, markets and be able to communicate on it to clients in both written and verbal form.

**Investment Oversight**
- Develop a solid understanding of StashAway's investment framework and investment management processes.
- Deliver investment monitoring and reporting requirements as prescribed in the operating manual and license conditions.

**Team leadership**
- Be the leader in the local office, invest in the team's development, and nurture a conducive working culture
- Be even-tempered, resilient, adaptable, and an effective communicator

**Requirements**:

- Minimum of 5 years of total work experience, with a focus on:

- Minimum 5 years of client-facing experience in sales development with affluent/HNW clients within banking or wealth management
- Excellent verbal and written communication skills with the ability to deliver impactful presentations and foster genuine client relationships.
- Driven, results-oriented, and possessing strong problem-solving skills, coupled with a growth mindset.
- Demonstrated willingness to be hands-on and actively engage clients to make sound investment decisions.
- Holding a wealth management certificate, fund manager license or having passed the CFA exam Level 1 is preferred.
- Business level fluency in English and Arabic.
- Demonstrated understanding of the High Net Worth landscape in UAE and prior experience working with HNW, UHNW clients and family offices.

**Benefits**

**Employee financial and physical well-being**
- Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
- Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

**Flexible work arrangements and policies**
- Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
- Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
- Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
- Personal work equipment budget: It's important that you have a workstation that's optimal for you wherever you are.

**Team bonding budget and initiatives**
- Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
- Annual off-sites (Oct): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Job ID 6DAFEC43FF

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