Wealth Management Assistant

Job Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...

As a Bookkeeper at Skybound Wealth Management, you will play a crucial role in maintaining the financial health of our organisation. Reporting directly to the Financial Controller, you will be responsible for managing day-to-day bookkeeping tasks, ensuring accuracy and compliance in all financial transactions. **Key Responsibilities**: - ‍**Record...

The Executive Assistant plays a crucial role in supporting the ExCo of Skybound Wealth Management. This role requires a highly organized and proactive individual who can efficiently manage administrative tasks while demonstrating discretion and professionalism in handling sensitive information. The Executive Assistant will work closely with executives to...

Wealth Management Administrative Assistant About the Role: We are seeking a highly organized and proactive Wealth Management Administrative Assistant to support our executive team at Click and Connect Online Limited in Dubai. The ideal candidate will be a detail-oriented individual with excellent communication skills and the ability to manage multiple tasks...

**Role Overview**: As a Bookkeeper at Skybound Wealth Management, you will play a crucial role in maintaining the financial health of our organisation. Reporting directly to the Financial Controller, you will be responsible for managing day-to-day bookkeeping tasks, ensuring accuracy and compliance in all financial transactions. **Key...

Position: Office Manager Company Overview: Hoxton Wealth is a leading financial services company that specializes in wealth management and investment advisory services. With a team of experienced professionals and a commitment to providing personalized solutions, we have established a strong reputation in the industry. Job Overview: We are looking for a...

1. Conduct thorough investment analysis and provide recommendations tailored to the financial goals. 2. Monitor and adjust investment portfolios based on market conditions and the risk profile. 3. Develop personalized financial plans to achieve short-term and long-term objectives 4. Collaborate with legal professionals to develop and implement effective...

Wealth Manager with Seguro commercial (Wealth Managment Dubai) - Responsible for acquiring preferred HNI clients - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Managing and offering Mutual Funds, Equity Sales, Portfolio Management, Wealth Management services - Maintaining client...

**About Us**: Hoxton Wealth, established in 2018, is a leading financial services firm managing approximately £2.3 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA. **Role Overview**: As...

**Role: - Wealth Manager / Sr. Wealth Manager** To meet the defined targets by offering wealth products to HNI clients, while driving business development and client management. **Roles & Responsibilities** - To provide clients a full range of wealth management products, while building long term relationships with the clients. - To help develop investment...

KEY RESPONSIBILITIES ARR Talent is pleased to be working with a leading Dubai-based, boutique Wealth Management firm that has an exciting opportunity for an experienced employed Wealth Manager/Financial Adviser to join their UAE team.This is a unique opportunity to be part of an exciting business story and work within a UAE Adviser firm that embodies UK...

**Role Overview**: As the Global Head of Finance, you will be responsible for overseeing all financial activities of Skybound Wealth Management, ensuring financial health, compliance and strategic growth. Your primary duties will include managing financial forecasting and reporting, day to day oversight of finance processes as well as developing and...

Skybound Wealth Management is seeking a dynamic and experienced HR Executive to join our team. In this role, you will oversee a comprehensive range of HR functions to support our growing organisation. Your expertise will help foster a positive workplace culture and enhance our commitment to employee growth and satisfaction. About the role - **Recruitment...

**The Role**: Hoxton Capital Management is a private wealth advisory business, which focuses on servicing both international investors and expatriates worldwide. We are at the forefront of developing a cutting-edge wealth management app equipped with powerful tools such as net worth tracking and a suite of free financial tools. As we continue to grow, we are...

**About Us**: Baraka’s mission is to help millions of young people across the Middle East find financial empowerment. Our apps help young professionals in the GCC region trade stocks, buy index funds, discover financial news, and do much more. We’re here to educate and empower the Middle East’s next generation of investors. We’re a world class team...

The Role **Requirements**: - Bachelor's degree in Finance, Business, Economics, or related field; Master's degree or professional certification (e.g., CFA, CFP) is a plus. - Proven track record of success in wealth management, with a strong portfolio of high-net-worth clients and demonstrated ability to generate and retain business. - In-depth knowledge of...

Company OverviewOur client is a leading global wealth management firm, serving the expatriate community with expertise and dedication. As a prominent member of the FTSE 100, they manage over £150 billion in Client Funds Under Management.Their commitment to quality, face-to-face wealth management advice has earned them a reputation as one of the world's most...

Skybound Wealth Management are seeking an experienced and detail oriented Management Accountant to join their fast paced and ever expanding Dubai office. The role holder will be responsible for managing the company's financial records, preparing financial reports, and analyzing financial data. **Job Responsibilites**: - Preparing financial statements for...

**Job description**: Charterhouse is working with an industry-leading financial institution that specialises in investment management, as well as bespoke wealth and asset advisory. Our client is part of a larger group in the region, and they are looking to hire a Head of Wealth Management, who would be in charge of leading a team of wealth managers and...

**Open Day Interview**:Thursday, 28th March, from 02:00pm - 04:00pm. Please bring CV **Location**:Zurich Wealth Middle East I-Rise Tower Floor 12A C13, Barsha Heights Dubai, United Arab Emirates **About Zurich Wealth Middle East**: Zurich Wealth Middle East, renowned for our commitment to excellence and innovation. We offer a dynamic and supportive work...