The Opportunity Our client is seeking an experienced client service adviser to join their growing Wealth Advice team in Dubai, UAE. Within the Middle East, our client\xe2\x80\x99s firm 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. You\xe2\x80\x99d immediately be involved in all aspects of the business, shaping the way they care for their clients and transforming the Middle Eastern financial services landscape (HINT: They believe it\xe2\x80\x99s badly outdated and challenge its largely toxic status quo); you\xe2\x80\x99d learn from experienced mentors; and be excited to work your way up a rewarding career ladder within a high-growth, high-performance firm with an unparalleled opportunity to made a big difference. Candidates fitting into their 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.
Position overview You\xe2\x80\x99ll work with an existing client bank and be expected to assist in various projects including planning meetings and reviews. You\xe2\x80\x99ll need to have a bias towards action, ability to work in a rapidly growing and evolving environment and have a posi+ive \xe2\x80\x98can-do\xe2\x80\x99 attitude.
In this role you\xe2\x80\x99ll: \xe2\x80\x93 independently deliver financial planning advice for high-net-worth clients \xe2\x80\x93 develop and manage ongoing client relationships \xe2\x80\x93 delegate appropriate tasks and support team members \xe2\x80\x93 advocate strongly for a planning-led and systematic investment approach \xe2\x80\x93 provide input on the strategic plan and overall direction of the team \xe2\x80\x93 expand the client\xe2\x80\x99s trust in AES by delivering exemplary service \xe2\x80\x93 respond promptly and appropriately to clients\xe2\x80\x99 questions and requests
What you\xe2\x80\x99ll bring\xe2\x80\xa6 \xe2\x80\x93 5 years+ of experience \xe2\x80\x93 commitment to always acting in the clients\xe2\x80\x99 best interests \xe2\x80\x93 proven ability to develop client relationships \xe2\x80\x93 growth mindset/posi+ive attitude \xe2\x80\x93 ability to explain complicated investment concepts in simple, client-friendly terms \xe2\x80\x93 highly team-oriented work aptitude \xe2\x80\x93 self-motivated to complete responsibilities with limited supervision \xe2\x80\x93 B.A. or B.Sc. degree preferred & Level 4 qualified \xe2\x80\x93 a unique ability/something special \xe2\x80\x93 ability to thrive within a posi+ive, candid, challenging and collaborative environment \xe2\x80\x93 encouraging others to develop ways to work with them with a \xe2\x80\x98How can WE\xe2\x80\x99 mindset, increasing efficiency and effectiveness to better benefit our clients \xe2\x80\x93 role-model high standards and a drive for excellence What you\xe2\x80\x99ll get in return You\xe2\x80\x99ll have the opportunity to learn from their team of experts, do impactful work, touch people\xe2\x80\x99s lives, and be a part of their unique culture. They take great care of the people who take care of their clients. You\xe2\x80\x99ll get a great benefits package and their total commitment to take you as far as you\xe2\x80\x99d like to grow! Why join this particular firm in the UAE? Our client is about creating posi+ive change. For you, for those you serve and for wider society. They make a real difference to people\xe2\x80\x99s lives and their community. We\xe2\x80\x99re right for people who want a progressive, professional and highly challenging/rewarding long-term career \xe2\x80\x93 where you have the opportunity to control how far and fast you go. Culture and philosophy Since 2004, our client has been putting clients at the heart of everything they do. They understand the secret to the success of any organisation is its people and that\xe2\x80\x99s why they\xe2\x80\x99re passionate about making their organisation a great place to work. This means a culture where teams obsess about creating amazing results for their clients. They\xe2\x80\x99re unashamed about the fact that they work hard, work together and are the market-leading professionals in their chosen specialisms. You\xe2\x80\x99ll find investment in both your personal and professional development is a top priority for us. The process 1) Fill in the application below and upload your CV 2) You may be invited for an initial 15-minute telephone interview with our client\xe2\x80\x99s 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 Co-CEO 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.