Senior Associate – Wealth Advice

at  Prestige IFA Jobs

THE OPPORTUNITY:

Are you someone who has a passion for leveraging your unique strengths and specialist talent to solve problems and create strong, trusted, and lasting relationships with both clients and colleagues? Our client is seeking an experienced client service adviser to join their growing Wealth Advice team in Dubai.
A career with our client represents a vocation; a commitment to believing financial services should be a missionary profession. It provides an unparalleled opportunity to disrupt the status quo of traditional finance and create positive change for clients and the community.
Within the Middle East, our client pioneers the delivery of life-led financial planning, systematic investment, and a unique human-centric model for serving HNW individuals, families, and business owners. This means assisting clients in articulating meaningful goals and attaining them through actions and strategies consistent with their values. Clients come to them to receive wise, impartial counsel from fiduciaries who act as sages and trusted guides by bringing their wisdom and genius to them with better results, nothing less.
You’d immediately be involved in numerous aspects of the business, shaping how our client cares for their clients and transforming the Middle Eastern financial services landscape. If you’re a misfit, a round peg in a square hole, and brave enough to fully share our client’s missionary beliefs, then this role is for you.

POSITION OVERVIEW:

As a Senior Associate, you will work with an existing client bank and assist in various projects, including planning meetings and delivering progress updates. You’ll need a bias towards action, the ability to work in a rapidly growing and evolving environment and a positive ‘can-do’ attitude.
To be successful, you will require a desire to work within a thriving team environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.

• Independently deliver financial planning advice for high-net-worth clients.
• Develop and manage ongoing client relationships.
• Delegate appropriate tasks and support team members.
• Advocate strongly for a planning-led and systematic investment approach.
• Provide input on the strategic plan and overall direction of the team.
• Expand the client’s trust in our client by delivering exemplary service.
• Respond promptly and appropriately to clients’ questions and requests.