Wealth Advisor

at  StashAway

Dubai, دبي, United Arab Emirates -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate02 Sep, 2024Not Specified02 Jun, 20245 year(s) or aboveCommunication Skills,Hnw,Wealth Management,Investment Decisions,EnglishNoNo
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Description:

Wealth Advisor
This is a unique opportunity to be the key driver in building StashAway’s business in The UAE, changing how consumers experience investing and wealth management. As part of a regional high-growth FinTech scale-up, you will work in a diverse and fast-paced environment, focusing on the responsibilities defined below while also contributing to the overall leadership of the UAE business. If you want a good challenge, enjoy solving meaningful problems, and are looking for hands-on experience scaling up a regional FinTech company in The UAE - then StashAway is the company you are looking for.
The right candidate is a motivated leader with a strategic mindset, strong client management skills, and solid investment knowledge, coupled with emotional intelligence and the desire to understand the inner workings of a leading regional FinTech company.

REQUIREMENTS

  • Minimum of 5 years of total work experience, with a focus on:
  • Minimum 5 years of client-facing experience in sales development with affluent/HNW clients within banking or wealth management
  • Excellent verbal and written communication skills with the ability to deliver impactful presentations and foster genuine client relationships.
  • Driven, results-oriented, and possessing strong problem-solving skills, coupled with a growth mindset.
  • Demonstrated willingness to be hands-on and actively engage clients to make sound investment decisions.
  • Holding a wealth management certificate, fund manager license or having passed the CFA exam Level 1 is preferred.
  • Business level fluency in English and Arabic.
  • Demonstrated understanding of the High Net Worth landscape in UAE and prior experience working with HNW, UHNW clients and family offices.

Responsibilities:


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Trade Certificate

Holding a wealth management certificate fund manager license or having passed the cfa exam level 1 is preferred.

Proficient

1

Dubai, United Arab Emirates