Financial Advisor

Company Description

We are a rapidly growing boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients.

We differentiate ourselves by combining traditional financial planning with access to exclusive private market and alternative investment opportunities typically reserved for institutional investors, private banks and family offices.

Our advisory philosophy is built around three core pillars:

Expertise

Our team brings decades of combined experience across wealth management, private equity and venture capital, providing deep insight across multiple industries and global markets.

Customised Strategies

We believe every client is unique. We therefore develop bespoke investment and financial planning strategies tailored to each client's individual goals, risk tolerance and long-term wealth objectives.

Long-Term Partnerships

We place great importance on building lasting relationships with our clients, working alongside them to grow, protect and preserve their wealth across generations.

As we continue to grow and experience increasing demand from international investors, we are looking for an experienced Financial Adviser – Private Wealth to join our Dubai team and play an integral role in the continued growth of our business.

Job Description

The successful candidate will work with high-net-worth and internationally mobile clients, providing comprehensive wealth management advice and introducing them to sophisticated investment opportunities beyond traditional investment portfolios.

We provide our advisers with a robust operational infrastructure and access to a specialist investment platform, enabling them to focus on building long-term client relationships, delivering tailored financial solutions and growing assets under management.

INVESTMENT PROPOSITION

Our advisers have access to a diverse range of alternative and private market investment strategies, designed to offer clients greater diversification and exposure to opportunities beyond traditional public markets.

Our investment proposition includes:

• Private Equity & Venture Capital – Access to high-growth businesses, emerging sectors and private investment opportunities.
• Litigation Funding Opportunities – Alternative investment strategies linked to legal claims, offering exposure to non-correlated asset classes.
• Quantitative FX Strategies – Algorithm-driven foreign exchange investment strategies.
• Digital Asset & Blockchain Investments – Exposure to evolving cryptocurrency and blockchain markets.
• Precious Metals Strategies – Structured investment opportunities linked to physical gold and other commodities.
• Luxury Asset Investments – Opportunities to invest in rare collectible assets, including classic and luxury automobiles with historical appreciation potential.
• Private Market Income & Structured Opportunities – Access to specialist income-generating investments and structured investment solutions.

These investment solutions allow our advisers to deliver a broader and more diversified wealth management proposition, tailoring opportunities to each client's individual objectives, investment experience, risk appetite and long-term financial goals.

Qualifications

We are interested in speaking with experienced advisers who demonstrate the following:

• Hold a CISI Level 3 qualification or an equivalent financial advisory qualification, with Level 4 preferred.
• Have a minimum of five years' experience within wealth management, financial advisory or private banking.
• Demonstrate strong relationship-building, networking and client development skills.
• Have an entrepreneurial mindset and the ambition to build and grow a successful advisory practice.
• Ideally possess previous experience advising high-net-worth individuals and/or internationally mobile expatriate clients.

We are looking for commercially minded, relationship-focused advisers who are passionate about delivering exceptional client service and building long-term success within the private wealth sector.

Additional Information

WHAT WE OFFER

EXISTING AUM IS WELCOME, BUT NOT REQUIRED TO BE CONSIDERED!

• A boutique wealth management environment with direct access to senior leadership and decision-makers.
• The opportunity to offer clients access to unique alternative investment opportunities rarely available within traditional IFA environments.
• Established operational infrastructure and investment support, allowing you to focus on building client relationships and growing assets under management.
• Exposure to an international network of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) investors.
• Significant long-term earning potential, with the opportunity to build and develop a successful advisory business.

IMPORTANT CANDIDATE REQUIREMENTS

Applicants should have:

• A minimum of 3–5 years' client-facing experience within a wealth management, financial advisory or private banking environment.
• Recognised investment or financial advisory qualifications, such as a minimum Level 3 CISI, CII or an equivalent qualification.

This is a performance-driven, client-facing role focused on developing long-term client relationships, identifying new business opportunities and growing assets under management.

We are particularly interested in commercially minded advisers with an entrepreneurial approach and the ambition to build a successful career within an established boutique private wealth environment.