Associate - Wealth Advice

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, business owners. They assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their values.

Prospective candidates would immediately become involved in numerous aspects of the business, shaping the way they care for clients and transforming the Middle Eastern financial services landscape (HINT: Our client believes it’s badly outdated and challenges its largely toxic status quo); they would learn from experienced mentors; and be excited to work their way up a rewarding career ladder within a high-growth, high-performance firm with an unparalleled opportunity to make a big difference.

Candidates fitting into our client’s 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.

As an Associate, you will assist the organization in the delivery of outstanding client-focused, financial services. You’ll be in a non-advisory developing role whereby you’ll be participating in the client journey while assisting and being mentored by a Senior Associate.

This will provide you a clear pathway for further development with the objective of learning the company’s processes and methodology, ensuring positive outcomes. A bias towards action is necessary, as well as the ability to work in a rapidly growing and evolving environment, and possessing a positive ‘can-do’ attitude.

In this role, you will:

• Play a significant part in the service delivery of positive client outcomes alongside the Senior Associate.
• Assist with the preparation and delivery of outstanding client-focused financial planning in an efficient and timely manner.
• Support the Senior Associate in executing the client relationship strategy.
• Support the Senior Associates in maintaining strong relationships with clients and driving engagement.
• Ensure that their work undertaken complies with regulatory guidelines issued by the compliance department.
• Support the Paraplanners with research and analysis for the preparation of personal financial plans and annual progress meetings.
• Attend annual progress meetings with the Senior Associates.
• Progress in line with the appropriate career path, including taking the relevant CII/CISI qualifications.
• Ensure client files are kept up to date with the latest information.

What you will bring:

• 0 – 3 years of experience.
• Commitment to always acting in the clients’ best interests.
• Proven ability to develop client relationships.
• Growth mindset and positive attitude.
• Ability to explain complicated investment concepts in simple, client-friendly terms.
• Highly team-oriented work aptitude.
• Self-motivated to complete responsibilities with limited supervision.
• Minimum of degree or equivalent qualification.
• A unique ability/something special.
• Ability to thrive within a positive, candid, challenging, and collaborative environment – encouraging others to develop ways to work with them with a ‘How can WE’ mindset, increasing efficiency and effectiveness to better benefit clients.
• Role-model high standards and a drive for excellence.

What you’ll get in return:

You’ll have the opportunity to learn from their team of experts, do impactful work, touch people’s lives, and be a part of their unique culture. They take great care of the people who take care of their clients. You’ll get a great benefits package and our total commitment to take you as far as you’d like to grow!

Why join our client?

Our client is about creating positive change. For them, for those they serve, and for wider society. Our client makes a real difference in people’s lives and their community. It’s the right choice for individuals seeking a progressive, professional, and highly challenging/rewarding long-term career – where they have the opportunity to control how far and fast they go.

Culture and philosophy:

Since 2004, our client has been putting clients at the heart of everything they do. They understand that the secret to the success of any organization is its people and that’s why they’re passionate about making their organization a great place to work.

This means a culture where teams obsess about creating amazing results for clients. Our client is unashamed about the fact they work hard, work together, and are the market-leading professionals in their chosen specialisms. Individuals will find investment in both their personal and professional development is a top priority for our client.

The process:

1. Fill in the application here.
2. You may be invited for an initial 15-minute telephone interview with our client’s HR team.
3. Innermetrix and work-related assessments.
4. 1-2 hour Interview with the team leader and team members.
5. Final 30-minute culture fit interview with a senior leader.

If you’re interested in working with our client and believe you would be a good fit, please get in touch.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates at the top of their sport. A minimum of 5 years experience as a qualified level 4 advisor working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required senior wealth management experience.