Associate

Associate – Skybound Wealth - DUBAI

About Us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and the UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance, marketing and operations.

About the Role

The Associate role is fundamental to the continued growth and success of Skybound Wealth Management. This position offers an excellent opportunity for someone looking to further their career within Wealth Management, working closely with a highly established Private Wealth Partner.

The role focuses on developing new business by identifying, engaging and building relationships with high-net-worth expat clients globally. Working in partnership with one of our experienced Private Wealth Partners, the Associate plays a key role in introducing prospective clients to the Skybound Wealth proposition and supporting the partner in converting opportunities into long-term client relationships.

This is a collaborative role that combines proactive business development, relationship management, event & seminar engagement, and marketing support.

Key Responsibilities

• Strategically identify and engage potential high net worth expat clients living, working or retiring internationally

• Research corporate and socio-economic landscapes within target regions, identifying potential new clients to work with the Private Wealth Partner

• Proactively contact prospective clients via email, telephone, in-person meetings and events, outlining the Skybound Wealth proposition

• Build and maintain a strong pipeline of opportunities, managing follow-ups and client engagement effectively

• Support the planning, promotion and delivery of client seminars, presentations and networking events in collaboration with the Private Wealth Partner

• Assist with post-event follow-up and relationship development to maximise client engagement

• Support with website content, digital campaigns, and client communications relevant to the key regions covered

• Stay informed on global current affairs, market trends and regulatory developments relevant to Skybound’s international client base

Skybound provides full support through the CISI examination process. As a business, we ensure that all Advisers meet a minimum UK Level 4 Diploma standard and actively encourage continued professional development throughout the organisation.

Desired Skills and Experience

• Ability to generate leads and strategically develop new business, alongside continuing to build relationships through referrals

• Comfortable dealing with high-net-worth individuals and senior professionals

• Confident handling objections and navigating complex conversations

• Strong, professional and articulate phone and communication skills

• Well-organised and analytical, with strong Excel and CRM skills

• Proactive, adaptable and commercially minded

• Ability to stay up to date with financial markets and global news

• Confident navigating multiple business platforms and information sources beyond LinkedIn

• Previous exposure to marketing, website and content creation tools would be ideal

You Will Benefit From

• Working closely with an experienced Private Wealth Partner in a collaborative partnership

• Access to leads alongside the opportunity to generate your own business

• Warm relationships with key strategic partners across the industry

• High-quality quarterly events and client seminars

• Global Skybound incentives for top performers

• A strong administrative, compliance and operations infrastructure across all jurisdictions

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.