About the Role
The company is a rapidly growing boutique wealth advisory firm specializing 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 typically reserved for institutional investors, private banks, and family offices. This firm is seeking an experienced Financial Adviser – Private Wealth to join their Dubai team in response to increasing demand from international investors.
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The successful candidate will work with high-net-worth and internationally mobile clients, providing comprehensive wealth advice and introducing clients to sophisticated investment opportunities beyond traditional portfolios. Advisers will be supported by a strong operational infrastructure and investment platform, allowing them to focus on building long-term client relationships and growing assets under management.
Investment Proposition
Advisers at the firm will have the ability to introduce clients to a range of alternative and private market investment strategies designed to provide diversification and access to opportunities outside traditional public markets. These include:
- Private Equity & Venture Capital – access to high-growth businesses and emerging sectors
- Litigation Funding Opportunities – non-correlated investment strategies linked to legal claims
- Quantitative FX Strategies – algorithm-driven currency trading strategies
- Digital Asset & Blockchain Investments – exposure to evolving crypto and blockchain markets
- Precious Metals Strategies – structured investments linked to physical gold and commodities
- Luxury Asset Investments – including rare collectible automobiles with strong historical appreciation potential
- Private Market Income & Structured Opportunities
These solutions allow advisers to provide unique value to their client relationships.
Qualifications
The company is interested in speaking with advisers who:
- Hold CISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)
- Have 5+ years’ experience in wealth management, financial advisory or private banking
- Demonstrate strong relationship-building and client development skills
- Are entrepreneurial and motivated to build a successful advisory practice
- Ideally have experience advising high-net-worth or expatriate clients
Additional Information
- It’s always welcomed, but NO EXISTING AUM REQUIRED TO BE CONSIDERED!!
- Boutique wealth management environment with direct access to senior leadership
- Ability to offer clients unique alternative investments rarely available in traditional IFA environments
- Infrastructure allowing advisers to focus on client relationships and AUM growth
- Exposure to international HNW and UHNW investors
- Significant long-term earnings potential
Compensation: USD 60,000 - USD 100,000 yearly
Applicants should have at least 3-5 years client-facing experience in a wealth management firm, with recognized investment qualifications (e.g. min level 3 CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
