Senior Wealth Adviser

High Street Resources · Dubai

On-site · DubaiFull TimeSeniorFinance & Banking
Posted 3h ago

Why we think you can apply

Employer country
United Arab Emirates · Dubai
Hiring model
UAE-based role · the employer hires in the UAE
Work from
Dubai · on-site
Time-zone overlap
Gulf Standard Time · none needed

Posted 3 hours ago · apply link checked 2 hours ago

About the role

Responsibilities

  • Manage and develop a portfolio of HNW clients, focusing on the £1 million+ segment
  • Deliver wealth management solutions across investments, banking, fiduciary services and lending
  • Drive revenue growth through client acquisition, referrals and business development
  • Provide suitable investment and lending advice aligned with client risk profiles
  • Ensure recommendations comply with regulatory requirements and internal policies
  • Collaborate with investment specialists to deliver holistic client solutions

Requirements

  • Significant experience in private banking, wealth management or financial advisory
  • Proven track record managing and growing an HNW client portfolio
  • Experience advising clients in the £1 million+ wealth segment
  • Strong business development capabilities and established professional network
  • Understanding of investment products, wealth planning, banking and lending
  • Excellent relationship management and communication skills

Preferred Qualifications

  • RDR-compliant investment qualification, minimum Level 6 (essential)
  • CeMAP or equivalent regulated lending qualification (desirable)

About the Company

An established international private banking and wealth management organisation expanding its UAE business.

What we look for

  • Significant experience in private banking, wealth management or financial advisory
  • Proven track record managing and growing an HNW client portfolio
  • Experience advising clients in the £1 million+ wealth segment
  • Strong business development capabilities and established professional network
  • Understanding of investment products, wealth planning, banking and lending
  • Excellent relationship management and communication skills
  • RDR-compliant investment qualification, minimum Level 6 (essential)
  • CeMAP or equivalent regulated lending qualification (desirable)
Business Developmentwealth managementInvestment AdvisoryCeMAPRDR
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