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Senior Wealth Planner/ Manager - Dubai

Company

AP Executive

Location

dubai, United-Arab-Emirates

Type

Full-time

Overview

Our client, a regulated and fully independent financial planning advisory and wealth management firm operating under DIFC, is seeking to hire a Senior Financial Planner/Wealth Manager to strengthen their Dubai office.

Responsibilities

You will be joining a team with a transferable book of clients who have historically been charged fees and operated on commission structures. The average client size is approximately $1.2 million, and the firm is looking for an advisor experienced in managing client portfolios ranging from $1 million to $10 million. Key responsibilities will include managing relationships with High‑Net‑Worth (HNW) clients, conducting cash flow modelling, and developing bespoke financial strategies tailored to individual client needs.

Qualifications

The candidate has a proven track record of selling commission-based investment products (excluding regular savings plans) and is now aiming to transition into a properly regul...

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