Duties

• Develop tailored investment strategies by analyzing clients’ financial goals, risk tolerance, and current assets
• Provide expert guidance on estate planning, wills, trusts, and estate law to help clients protect their assets
• Conduct thorough financial analysis using advanced financial software to assess investment opportunities and risks
• Stay current with securities law, tax regulations, and compliance standards relevant to financial services and asset management
• Manage client portfolios actively, adjusting investment allocations based on market trends and individual needs
• Educate clients on various financial concepts such as cash management, wealth management, and corporate accounting practices
• Build and maintain strong customer relationships through effective communication, trust-building, and personalized service

Qualifications

• Proven experience in financial sales or wealth management with a focus on investment advisory services
• Strong understanding of estate planning, wills, trusts & estate law, and securities law
• Demonstrated knowledge of tax strategies and tax experience related to investments and estate planning
• Proficiency in financial analysis tools and financial software platforms used in asset management and portfolio management
• Excellent math skills combined with a solid grasp of financial concepts such as cash flow analysis and risk assessment
• Background in public accounting or technical accounting is advantageous for understanding regulatory requirements
• Exceptional customer relationship management skills with the ability to communicate complex information clearly and effectively

You MUST have international advisory experience together with your own, privately onboarded client book with transferable funds to bring with you.

Join us as an Investment Consultant to help clients navigate the complexities of their financial landscapes with confidence. Your expertise will inspire trust, foster growth, and enable clients to realize their most ambitious financial aspirations. We’re committed to supporting your professional development in a vibrant environment that values innovation, integrity, and excellence.

Job Types: Full-time, Permanent

Ability to commute/relocate:

• Dubai: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have client onboarding and sourcing experience?
• Do you have your own client book and/or regional network to bring with you?
• Do you have a client base AuM in excess of $3m with transferable funds?
• Are you comfortable in your ability to earn the income you want, within a performance-driven, uncapped, commission-based role?
• Work Location: In person