Website prestigeifajobs Prestige IFA Jobs
Prestige IFA Jobs is proud to partner with a distinguished Dubai-based wealth management firm that applies the disciplined, strategic mindset of elite sports to the world of finance. Our client is built on a powerful foundation of fiduciary duty, transparency, and a holistic approach encapsulated in their core philosophy of ‘Wealth, Wellness, and Legacy’.
This firm provides a superior advisory experience by offering comprehensive, bespoke solutions across all facets of wealth management. Their services include Investment Management through tailored portfolio strategies, sophisticated Retirement & Financial Planning, Estate & Legacy Planning to ensure wealth endures, and specialized Risk Management solutions to protect clients’ assets. They are particularly adept at navigating the complex financial challenges faced by expatriates, professional athletes, and ultra-high-net-worth families.
The Opportunity:
We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.
The successful candidate will have the opportunity to:
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Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.
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Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.
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Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.
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Utilize the firm’s advanced technological platform to deliver an exceptional, modern client experience.
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Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.
Ideal Candidate Profile:
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Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)
- Ideally have a transferrable book of business of at least U$2million
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Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.
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Exceptional client relationship management and new business development skills.
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A deep understanding of holistic financial planning and investment products.
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While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm’s core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.
Benefits:
Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.
Please note: This position would typically suit experienced and qualified IFA candidates, and qualified UK based advisors keen on embarking on a career in financial services and wealth management in Dubai. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services qualifications and and growth aspirations.
