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We are delighted to represent a premier, Dubai-based wealth management firm with a formidable international presence. Our client specialises in delivering sophisticated, cross-border financial planning and investment management services to a discerning, globally mobile clientele. With a robust operational framework across key jurisdictions, they provide advisors with the unique capability to service clients in the UK, Europe, Dubai, Singapore, Kuala Lumpur, and Switzerland seamlessly.
They are distinguished by their ethical, client-first philosophy and a disciplined investment process dedicated to long-term capital preservation and growth. Their expertise lies in crafting bespoke strategies that go beyond standard retail solutions to meet the complex needs of High-Net-Worth and Ultra-High-Net-Worth individuals and families.
Responsibilities include:
- Offering financial planning support to clients.
- Assisting investment professionals in nurturing client relationships.
- Crafting accurate financial plans.
- Advising clients on optimal financial solutions for their medium to long-term plans.
What Our Client Offers:
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A Superior Platform: Access to a market-leading offering of investment structures and underlying solutions designed for sophisticated clients.
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Comprehensive Operational Support: Full administrative and paraplanning support is provided at no extra cost, allowing you to focus purely on client relationships and business growth.
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Highly Competitive Remuneration: Enjoy very attractive income splits and a clear, transparent path to maximising your earnings.
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Flexible Engagement Models: For the right candidates with a proven track record, a salaried position or financial support during a transition period can be available.
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Jurisdictional Expertise: The ability to service clients across multiple international regions under one roof, providing a seamless experience for a global client base.
The Ideal Candidate:
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Operates on a fee-based model with an ethical approach to client advice.
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Manages a existing book of business with a minimum of £10m in AUM (though strong candidates with slightly less may be considered).
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Is an experienced advisor seeking a long-term, stable placement with a leading firm.
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Has experience servicing, or a strong desire to develop, a HNW/UHNW clientele with complex, international needs.
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Possesses an understanding of the financial landscapes in key jurisdictions such as the UK, Europe, or Asia.
This is an exceptional opportunity to join a firm that provides the tools, support, and platform for exceptional advisors to thrive on an international stage.
For a confidential discussion about this opportunity, please apply below.
Please note: This position would typically suit experienced and qualified IFA candidates with existing international experience and a transferrable book of business (£10m AUM). 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 sales aspirations.
