Associate Director - Wealth Advice

at  Prestige IFA Jobs

THE OPPORTUNITY

Would you like to join our client’s growing Wealth Advice team in Dubai, UAE?
Within the Middle East, our client pioneers the delivery of comprehensive, holistic financial planning and evidence-based investment advisory services for HNW individuals, families and business owners. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their values.
You’d immediately be involved in numerous aspects of the business, shaping the way we care for our clients and transforming the Middle Eastern financial services landscape (HINT: They believe it’s badly outdated and challenge its largely toxic status quo); you’d both learn from experienced mentors as well as being a mentor yourself to more junior members of the team; and be excited to progress your career within a high-growth, high-performance firm with an unparalleled opportunity to made a big difference.
Candidates fitting into our culture will desire to work within a thriving team environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.
Job Description
As an Associate Director, you’ll manage new and current client relationships. You’ll be responsible for making sure that clients are getting outstanding financial advice in line with the strategy set out by the Director. This role includes leadership responsibilities and business development. You’ll need to have a bias towards action, ability to work in a rapidly growing and evolving environment and have a posi+ive ‘can-do’ attitude.

• provide clients with outstanding financial advice and help them meet their complicated financial planning, pension planning, inheritance tax and estate planning needs.
• support the Director to set and execute the client relationship strategy and be accountable for delivering revenue targets.
• in conjunction with the Director, develop and maintain strong relationships with clients, actively working as an ambassador promoting the company client value proposition and driving engagement and positive client outcomes.
• always comply with the regulatory and legal environment.
• support the Director to develop and execute a client service strategy to ensure that existing clients are managed to the highest standards.
• support the Director with commercial management and quality control, ensuring all client fee negotiations and renewals are seamless and all client work is of the highest standard.
• identify opportunities within existing client groups and obtain referrals when appropriate.
• present ideas to clients in a manner that is persuasive, trustworthy and which inspires confidence.
  Qualifications