Wealth Advisor
at StashAway
Dubai, دبي, United Arab Emirates -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 02 Sep, 2024 | Not Specified | 02 Jun, 2024 | 5 year(s) or above | Communication Skills,Hnw,Wealth Management,Investment Decisions,English | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
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