Associate – Wealth Advice

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Our preferred client is the Middle East’s only certified fiduciary, CII Chartered and fee-only firm.

They’re here to deliver a world-leading, robust framework and revolutionise the way your clients think, feel, and experience their financial future.  Everything’s meticulously crafted to deliver massive value and ultimately ensure your clients are safe and feel truly cared for.

The Opportunity

Are you someone who has a passion for leveraging unique strengths and specialist talent to solve problems and create strong, trusted, and lasting relationships with both clients and colleagues? Our client seeks a professional for their growing Wealth Advice team in Dubai, offering support in client journeys in developmental roles.

A career with our client represents a vocation; a commitment to believing financial services should be a missionary profession. It provides an unparalleled opportunity to disrupt the status quo of traditional finance and create positive change for clients and the community. Within the Middle East, they pioneer the delivery of life-led financial planning, systematic investment, and a unique human-centric model for serving HNW individuals, families, and business owners. This means assisting clients in articulating meaningful goals and attaining them through actions and strategies consistent with their values. Consumers come to them to receive wise, impartial counsel from fiduciaries who act as sages and trusted guides by bringing their wisdom and genius to them with better results, nothing less.

You would immediately be involved in numerous aspects of the business, shaping how our client cares for consumers and transforming the Middle Eastern financial services landscape. If you are a misfit, a round peg in a square hole, and brave enough to fully share our client’s missionary beliefs, then this role is for you.

Position overview

As an Associate, you will assist the organization in the delivery of outstanding client-focused financial services.  You’d be in non-advisory developing roles whereby you’ll participate in the client journey whilst assisting and being mentored by a Senior Associate. This will provide you with a clear pathway for further development with the objective of learning the company’s processes and methodology, ensuring positive outcomes. you’ll need a bias towards action, the ability to work in a rapidly growing and evolving environment and a positive ‘can-do’ attitude.

To be successful, you will require a desire to work within a thriving team environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.

In this role, you will

  • Play a significant part in delivering positive client outcomes alongside the Senior Associate.
  • Assist with the preparation and delivery of outstanding client-focused financial planning efficiently and timely.
  • Support the Senior Associate in executing the client relationship strategy.
  • Support the Senior Associates in maintaining strong client relationships and driving engagement.
  • Ensure that your work complies with regulatory guidelines issued by the compliance department.
  • Supporting team members with research and analysis to prepare personal financial plans and annual progress meetings.
  • Attending annual progress meetings with the Senior Associates.
  • Progress with appropriate career paths, including taking the relevant CII/CISI qualifications.
  • Ensuring client files are kept up to date with the latest information.

What you will bring

  • 0 – 3 years of experience.
  • Commitment to always act in the client’s best interests.
  • Proven ability to develop client relationships.
  • Growth mindset and positive attitude.
  • Ability to explain complicated investment concepts in simple, client-friendly terms.
  • Highly team-oriented work aptitude.
  • Self-motivated to complete responsibilities with limited supervision.
  • Minimum of degree or equivalent qualification.
  • A unique ability/something special.
  • Ability to thrive within a positive, candid, challenging and collaborative environment – encouraging others to develop ways to work with them with a ‘How can WE’ mindset, increasing efficiency and effectiveness to benefit our clients better.
  • Role-model high standards and a drive for excellence.

What you will get in return

Our client’s intention is to grow like other marketplace innovators and disruptors. This growth will give individuals accelerated personal and professional opportunities and a vocation. The secret to the success of any organization is its people and that’s why our client’s people are passionate about making it a great place to work, with a culture where teams obsess about creating amazing results for clients.

They are unashamed about the fact they work hard to be the market-leading professionals in their chosen specialisms. Along with investment in personal and professional development, you will also find:

  • Higher purpose.
  • The opportunity to be of service to others.
  • Do impactful work which touches people’s lives.
  • A values-driven culture.
  • The opportunity to advance your craft, progress and develop yourself.
  • To learn from our team of experts.
  • Stunning colleagues and a team-based approach.
  • Collaborate, innovate, excel, and do the right thing while providing world-class service to their clients.
  • Competitive salaries, comprehensive benefits, and opportunities for growth, while maintaining a positive work-life balance.
  • In addition to the fixed salary of 10-18K AED , colleagues are eligible for the annual bonus scheme based on individual and company performance, calculated pro-rata from their start date. The average range is 0-15% and is purely performance-based (individual and company), thus not guaranteed.
  • Medical insurance
  • Annual leave of 26 days excl public holidays and sick leave.
  • From month 13 onwards – One return flight home per annum.
  • Retirement benefits from 2nd year onwards.

Our client takes great care of the people who take care of their clients.

Why join this company?

Our client is about creating Positive change. For you, for those you serve and for wider society. They make a real difference to people’s lives and the community. They’re right for people who want a progressive, professional, highly challenging and rewarding long-term career – where individuals have the opportunity to control how far and fast they both grow and go.

The process

  • Submit your application by applying below
  • You’ll be invited for an initial 30-minute Teams/telephone interview with our HR team
  • Innermetrix and work-related assessments
  • 1-2 hour Interview with the team leader and team members
  • Final 30-minute culture fit interview with a senior leader

If you’re interested in working with our client and think you would be a right fit, then please get in touch.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates at the top of their sport. A minimum of 5 years experience as a qualified level 4 advisor working in the wealth management business is a requirement. 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 senior wealth management experience.


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