Company Description

Our client, a well-established financial advisory firm based in Dubai and regulated by SCA, is expanding its Advisory team. As a branch of a UK FCA-regulated wealth management firm, our client specializes in personal and corporate wealth management, retirement planning, estate planning, investments, and mortgages. Committed to providing enhanced service, ethical practices, and streamlined processes, they are entering an exciting growth phase and seek to expand their successful advisory team. As a wealth management proposition, they position themselves akin to one of the \'big 4\' accountancy/consultancy firms, offering a salaried structure rather than commission only incentives.

As well as developing their own innovative fin-tech, financial products and solutions, they also partner with leading global financial institutions, offering a best-in-class experience, market knowledge, and outstanding performance. They maintain a traditionally conservative approach, balancing opportunity and risk to enhance asset and investment performance.

With CFAs and STEP practitioners in their ranks, they target higher end, internationally mobile clients that can be serviced from a number of regulated jurisdictions including the UK, Europe (fully MIFID 2 regulated business), Ireland, UAE and Australia. The business is shortly to establish its US regulation, and they have opportunities to engage with US corporates to provide financial and tax advice to US connected persons based in UAE, Oman and Saudi.



Responsibilities:

• Establish US client desk and explore opportunities to provide financial and tax advice to US-connected persons in UAE, Oman, and Saudi.
• Engage with high-end, internationally mobile clients across regulated jurisdictions, including the UK, Europe, Ireland, UAE, and Australia.
• Leverage innovative wealth management technology and a strong para-planning proposition to navigate complex regulatory environments for US connected clients.
• Conduct seminars and present to c-suite level executives.
• Liaise with HR department of large US firms and engage with their employees, addressing their needs from a US financial and tax advisory services.

Qualifications

• SEC registration and industry qualifications.
• Proven experience in wealth management, specifically with US-connected persons.
• Strong leadership skills with the ability to conduct training and seminars for blue-chip executives and HR departments.
• Excellent communication and organizational skills.

Additional Information

Benefits of Joining:

• Work for a reputable brand with a transparent fee structure.
• Receive above-average commissions/fees.
• In house marketing team that provide tailored campaigns to generate inbound client enquiries.
• Support up to PA level with a dedicated administration team.
• Access individual and team training for professional development.
• Long-term career stability with a buy-out agreement.
• Collaborate with an in-house portfolio management team for active analysis and management.
• Be part of a friendly, supportive team participating in organized client events.
• Excellent medical and dental insurance

Ideal Candidate:

• Ethical, trustworthy, and financially sound professional with a commitment to top-quality service.
• Experienced in wealth management, specifically with US-connected persons.
• SEC registered with industry qualifications.
• Capable of leading a department and delivering training and seminars to corporate executives and HR departments.

Remuneration:

AED18k a month with 50% commissions and trail. A higher commission split would be available for candidates wanting to drop the salary requirements.

Please note: This position would typically suit experienced USA investment advisory candidates with international advisory experience. A minimum of three (3) years experience working in the life insurance or 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 wealth management experience.

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