Private Equity Advisor
منذ 5 ساعات
sharjah, الإمارات العربية المتحدة
Remote DXB
دوام كامل
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ResponsibilitiesDevelop and manage a portfolio of high-net-worth and internationally mobile clientsDeliver holistic financial planning and investment adviceIntroduce clients to alternative investments and private market opportunitiesGenerate new business through networking, referrals and professional partnershipsProvide ongoing portfolio reviews and long-term wealth planning supportRequirementsCISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)5+ years of experience in wealth management, financial advisory or private bankingStrong relationship-building and client development skillsEntrepreneurial mindset and motivation to build an advisory practiceExperience advising high-net-worth or expatriate clients preferredAbout the CompanyOur client is a rapidly growing boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients. They combine traditional financial planning with access to exclusive private market and alternative investment opportunities.