Urwah Admin

Skybound Wealth Management

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 About Us
 
 
 
 Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
 
 
 
 
 
 
 Job Overview
 
 
 
 We are looking for an experienced Private Wealth Adviser to join our Dubai office, with a clear focus on building and growing a client base within the international and expatriate market.
 
 
 This role is suited to advisers who enjoy client acquisition and long-term relationship management.
 
 
 
 
 
 You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth.
 
 
 
 
 
 Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 Building and Growing a Client Base
 
 
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 Develop and grow your own client book through referrals, professional networks, events and proactive outreach
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 Convert prospects into long-term advisory relationships
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 Retain and deepen client relationships over time through high-quality advice and service
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 Advisers are expected to generate their own opportunities, supported by the group&rsquo;s brand, network, marketing activity and professional introducer relationships
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 Client Advice and Ongoing Planning
 
 
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 Deliver holistic financial advice across investments, pensions, protection, tax and estate planning
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 Advise internationally mobile clients with assets, income or family across multiple jurisdictions
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 Review and adapt client plans in line with changing goals, circumstances and market conditions
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 What We&rsquo;re Looking For
 
 
 
 Experience and Qualifications
 
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 Level 4 qualification in financial advice or equivalent
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 Previous experience as a practising financial adviser
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 Proven experience building and managing a client book
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 Skills and Attributes
 
 
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 Commercial mindset with a clear focus on growth and client acquisition
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 Strong relationship-building and communication skills
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 Confidence advising internationally mobile and high-earning clients
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 Ability to work autonomously while leveraging central support teams
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 High standards of professionalism, organisation and follow-through
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 Desirable
 
 
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 Experience advising expatriate or international clients
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 Additional licences or willingness to obtain further regulatory permissions
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 Multilingual capability
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 Why Skybound Wealth Management
 
 
 
 
 
 
 
 Built for International Advice
 
 
 
 We are licensed globally and support advisers with advising clients across multiple jurisdictions
 
 
 
 Plume Technology
 
 
 
 Plume technology designed to reduce administrative burden and maximise adviser time with clients
 
 
 
 Freedom with Support
 
 
 
 Build your own book while benefiting from centralised compliance, operations and paraplanning
 
 
 
 Performance-Led Reward
 
 
 
 Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships
 
 
 
 
 
 Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
 
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Private Wealth Adviser

Join Skybound Wealth Management and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Skybound Wealth Management

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Private Wealth Adviser