Senior 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 your unique strengths and specialist talent to solve problems and create strong, trusted, and lasting relationships with both clients and colleagues? Our client is seeking an experienced client service adviser to join their growing Wealth Advice team in Dubai.

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, our client pioneers 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. Clients 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’d immediately be involved in numerous aspects of the business, shaping how our client cares for their clients and transforming the Middle Eastern financial services landscape. If you’re 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 a Senior Associate, you will work with an existing client bank and assist in various projects, including planning meetings and delivering progress updates. 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:

  • Independently deliver financial planning advice for high-net-worth clients.
  • Develop and manage ongoing client relationships.
  • Delegate appropriate tasks and support team members.
  • Advocate strongly for a planning-led and systematic investment approach.
  • Provide input on the strategic plan and overall direction of the team.
  • Expand the client’s trust in our client by delivering exemplary service.
  • Respond promptly and appropriately to clients’ questions and requests.

What you’ll bring:

  • 5 years+ of experience.
  • Commitment to always act in the client’s best interests.
  • Proven ability to develop client relationships.
  • Growth mindset/ 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.
  • Upper Second B.A. or B.Sc. degree preferred.
  • 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’ll get in return:

Our client’s intention is to grow like other marketplace innovators and disruptors. This growth will give you accelerated personal and professional opportunities and a vocation. The secret to the success of any organisation is its people and that’s why our client’s people are passionate about making them 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, individuals 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 our clients.
  • Competitive salaries, comprehensive benefits, and opportunities for growth, while maintaining a positive work-life balance.
  • In addition to the fixed salary, 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.

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

Why join this company?

They are all 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
  • You’ll be invited for an initial 30-minute Teams/ telephone interview with our client’s 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 and apply below

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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