Private Client Advisor – Dubai, UAE
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Company Overview
Our client is a well‑established boutique global wealth management firm, part of a group of affiliate companies focused on key sectors including asset management, technology, capital markets, commodities, and infrastructure. They are building a next‑generation platform business providing innovative, flexible, and cross‑border investment solutions.
- Global presence: London, Dubai, Zurich, Malta, Ireland, Hong Kong
- Licensed & regulated: UK, EU, UAE (SCA), and in 2024, Australia
- Investment solutions: Absolute return, multi‑asset, institutional funds, offshore & UCITS 5 fund structures
Candidate Profile
We are seeking highly skilled Level 4 qualified advisers who:
- Have big ambitions and are hungry for success
- Demonstrate passion for cross‑border client service
- Hold at least Level 4 UK qualification (Level 3 considered for UAE‑based candidates)
- Manage minimum £10m clean AUM (excluding contracted regular savings products)
- Have a proven track record of building and maintaining a client bank
Flexible Location
Flexible location: UK, Europe, UAE – remote working supported, not tied to a specific office. Advisers with existing clients can seamlessly transition between jurisdictions while maintaining their international client relationships.
Key Responsibilities
- Provide private wealth services including advice, portfolio management, tax planning, property finance, and protection
- Build and manage a loyal client base across multiple jurisdictions
- Collaborate within a team while delivering autonomous client solutions
- Uphold the firm’s uniform advice proposition and high standards across all offices
What They Offer
- Collaborative and dynamic environment – challenge the status quo and help improve operations
- Build your own advice practice within their regulatory framework
- Centralized support: licensing, compliance, product, processes, and lead generation
- Private medical insurance regardless of location
- Retirement and savings plans for long‑term financial security
- Support for advisers planning to exit or sell their book in the future
- Programs leading to chartered status in wealth management, fund management, compliance, or investment operations
- Dubai office: hybrid structure (Tue–Thu in office, Mon & Fri remote)
Note: Applicants should have at least three (3) years’ client‑facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent).
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