Skybound Wealth Management

Client Support Liaison

Skybound Wealth Management

Posted 17 hours ago

Employment Type

Full Time

Location

Dubai

Requirements

Financial services experience, 2 years minimum, Adviser support, Admin skills, Tech-confident, Strong communication, Compliance awareness

Required Skills

Salesforce Plume MoneyMap AI

Job Description

Responsibilities

Own the adviser’s client admin end-to-end: meeting packs, documentation, workflow management

Support light paraplanning tasks: research, letters, drafting, report preparation

Use Skybound’s tech platforms to streamline processes and elevate the client experience

Liaise with providers, internal teams, and clients to keep cases moving with zero friction

Maintain the high compliance standards expected across all Skybound entities

Requirements

Minimum 2 years’ experience in financial services, ideally adviser support or admin

High-level organisation, accuracy, and attention to detail

Strong communication skills and professionalism with senior clients

Tech-confident and quick to learn new systems

Ability to work in a fast, demanding, quality-driven environment

Benefits

Competitive salary and benefits package

Employment visa and medical insurance

Career progression in a growing, award-winning Dubai business

About the Company

Skybound Wealth Management is an international wealth management group, operating across the UK, Switzerland, Europe, USA and Middle East. We provide financial advice to internationally connected individuals wherever they are in the world.

How to Apply

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