Investment Advisor Dubai

We are expanding operations and seeking experienced Financial Advisors to join our growing team across Dubai, Abu Dhabi, the USA and the UK.

We are looking for commercially minded advisers who understand the importance of client relationships, financial planning and business development.

Locations We Are Recruiting For

We are seeking experienced Financial Advisors in the following locations:

• Dubai, UAE – Support our expanding operations and develop new business opportunities in a rapidly growing market.
• Abu Dhabi, UAE – Build and develop client relationships within the international wealth management sector.

The Opportunity

As an experienced Financial Advisor, you will contribute to our continued growth and help develop our presence across international wealth management markets.

You will bring relevant industry qualifications and demonstrable experience within wealth management, financial advice or a life insurance intermediary practice.

A strong focus on financial planning, client relationship development and new business acquisition is essential. We value advisers who can assess clients' financial circumstances, identify suitable strategies to meet their objectives and build lasting professional relationships.

This is a client-facing, commercially driven opportunity for professionals who combine technical knowledge with the ability to generate business and deliver an excellent client experience.

Roles & Responsibilities

• Represent professionally within the financial advisory and wealth management markets.
• Conduct financial planning analysis, assessing clients' existing positions and identifying strategies to help them achieve their financial goals.
• Schedule and attend client meetings to understand evolving short- and long-term financial needs.
• Build and maintain strong client relationships, developing trust through ongoing engagement and professional advice.
• Identify, pursue and develop new client relationships and business opportunities.
• Lead and manage a Business Development Manager and/or Paraplanner, where applicable.
• Collaborate with the wider team to support our business objectives and international growth.

Preferred Skills & Qualifications

The following would be advantageous:

• An undergraduate degree in a relevant discipline, such as economics, financial planning or investment analysis.
• A Level 4 qualification in financial services, ideally in wealth management, financial planning or insurance.
• Previous experience leading or working effectively within a sales-driven team.

Job Requirements

To be considered, candidates must demonstrate:

• A minimum of three years' experience in wealth management, financial advisory or the life insurance industry.
• A minimum Level 4 qualification in financial services, or an equivalent recognised qualification.
• A proven track record in client relationship management and new business acquisition.
• A strong commercial mindset and the ability to work towards targets.
• A self-motivated, dynamic personality, with the ability to work independently and contribute to a collaborative team environment.
• A professional record free from substantiated client dissatisfaction issues or regulatory sanctions.

Remuneration & Benefits

A competitive, high commission package designed to reward successful advisers and support their professional development.

The package includes:

• Office and administrative support, allowing you to concentrate on clients and business development.
• Ongoing training delivered by qualified and experienced professionals.
• Opportunities for further career development within an expanding international business.
• Typical first-year income in excess of $150,000 , with many advisers earning over $300,000 , depending on individual performance and business generation.

An established client book is highly valued and rewarded accordingly.

Who Should Apply?

This opportunity is particularly suited to experienced UK-qualified investment and financial advisers holding CISI or CII Level 4 qualifications , especially those familiar with serving UK and European expatriate clients.

At least three years' relevant experience in life insurance or wealth management is essential.

Please note that this is a client-facing, sales-driven role with commercial targets . It is not intended for candidates whose backgrounds are exclusively in accounting, auditing or general financial management without the required wealth management or financial advisory experience.

If you have the relevant qualifications, experience and commercial track record, we would welcome a confidential conversation about joining Prestige IFA Jobs.

Ready to take the next step?

Apply today and let's talk.

Job Type: Full-time

Application Question(s):

• Does you current position/ employment require a notice period when resigning? If so, how long?
• IMPORTANT: Are you aware that being a financial manager, auditor, accountant, bookkeeper and/or any other numeric focused financial services desk jobs has NOTHING to do with being an investment advisor?
• Are you aware that no flights or accommodation or any kind of financial assistance are offered for this position?
• Are you familiar in dealing with offshore / international life companies like Zurich, Utmost, Friends Provident RL360, Ardan, Hansard International, Friends Provident Internatonal, Sovereign Pension services, Investors Trust and others?
• What year were you born?
• What is your main reason for changing-, or wanting to change jobs or companies?
• Which country or countries is your passport(s) from?
• Are you a UK Level 4 CISI or equivalent candidate (ie DipFA, DipPFS etc) or have a CFP®?
• Do you have sufficient savings to afford a relocation and getting started in a new country?
• Do you have a transferrable client book that you can bring with you?
• How much total transferrable AUM do you have?

Work Location: In person