Private Equity Advisor

منذ 10 ساعات

Sharjah, الإمارات العربية المتحدة Remote DXB دوام كامل

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

Requirements

  • CISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)
  • 5+ years of experience in wealth management, financial advisory or private banking
  • Strong relationship-building and client development skills
  • Entrepreneurial mindset and motivation to build an advisory practice
  • Experience advising high-net-worth or expatriate clients preferred

About the Company

Our 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.