Job Overview My client is a boutique wealth management firm headquartered in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. The company seeks advisors in Dubai, Abu Dhabi, the USA (Series 65 preferred, AUM at least 10M), and the UK (qualified UK advisors with business books targeting UK pension transfers).
Responsibilities - Represent the Financial Consultant Team.
- Conduct financial planning analysis.
- Schedule and attend client meetings to capture evolving short‑term and long‑term client needs.
- Pursue new client relationships.
- Lead and manage a Business Development Manager/Paraplanner.
- Collaborate with the internal team to achieve shared business vision.
Qualifications & Experience - Undergraduate degree in economics, financial planning, investment analysis, or a related field.
- Level 4 qualification in Financial Services (wealth ...