Independent Financial Advisor Dubai

Responsibilities

• Provide tailored financial planning and investment advice to expatriate clients in Dubai
• Build and manage a growing client book; nurture long-term relationships
• Create accurate financial plans aligned to medium- and long-term goals
• Recommend international products: savings, bonds, VC funds, lump-sum and app-based investments
• Adhere to compliance standards; leverage CRM and marketing support
• Meet sales targets and contribute to business development

Requirements

• 2+ years of industry experience in wealth management/financial advisory
• Strong understanding of investment products and markets
• Excellent interpersonal and client-facing skills
• Proficiency in English (written and spoken)
• UAE-based or able to operate from Dubai; sales-driven mindset

Preferred Qualifications

• Existing client book and proven client acquisition track record
• Experience with international products (pensions, structured finance, fintech)
• Consistent achievement of sales targets
• Familiarity with CRM-driven advisory workflows

Benefits

• Dynamic, award-winning, inclusive environment
• Access to innovative products and leading technology
• Continuous training and professional development
• Lucrative compensation structure across products
• Comprehensive compliance, administration, CRM, and marketing support
• Hybrid and remote options operating from Dubai

About the Company

Our client is a leading independent digital private investment bank and asset manager serving expatriate clients worldwide, with over 100,000 clients and more than $12B under advice and administration. They own Workplace Solutions (WPS), the appointed pension advisor for organizations such as the BBC, Rolls Royce, the London Stock Exchange, Total, and the UK Parliament. Recognized with multiple industry accolades, their vertically and horizontally scalable model keeps them at the forefront of global wealth management.