Private Wealth Adviser - Dubai

Job Overview :

Skybound Wealth Management is seeking a highly skilled and motivated Private Wealth Adviser to join our Dubai office. As a Private Wealth Adviser, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong background in wealth management, relationship building, and a deep understanding of financial markets to offer tailored strategies aimed at optimizing clients' financial futures.

Key Responsibilities :

• Client Relationship Management :

Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.

Provide personalized investment advice and comprehensive wealth management services, including retirement planning, tax optimisation, estate planning, and portfolio management. Analyse clients' financial goals, risk tolerance, and investment preferences to recommend customised solutions.

Develop and implement investment strategies and asset allocation models that are in line with clients' goals and risk profiles.

Stay up-to-date with global and local financial markets, economic trends, and investment opportunities to offer relevant and timely advice to clients.

Work closely with other financial experts within the organisation, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive wealth management solutions.

Regularly monitor client portfolios and financial plans, ensuring they align with their evolving goals and market conditions.

Proactively identify new business opportunities and expand the client base through networking, referrals, and targeted outreach.

Ensure all financial advice and actions adhere to local and international regulatory standards and ethical practices.

Prepare and present periodic reports on clients' financial performance and recommendations. Ensure accurate documentation of client meetings and transactions.

Key Requirements :

Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s or relevant certifications such as CFP, CFA, or other equivalent certifications are highly preferred).

Strong knowledge of financial products, investments, tax laws, and estate planning.

A client-first mindset with a genuine interest in helping clients achieve their financial goals.

Why Skybound Wealth Management?

Skybound Wealth Management offers ample opportunities for career development in a dynamic and expanding market. We support professional development through continued learning, certifications, and mentoring.

Work within a supportive and collaborative team environment where your ideas and contributions are valued.

We offer a competitive salary, performance-based bonuses, and a benefits package tailored to the needs of our team members.

Join a leading wealth management firm with a global reach and a deep understanding of local markets, delivering unparalleled service to clients.

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